Tell us about your challenge. We'll review your submission and — if it's a fit — you'll be able to schedule a 30-minute call to explore how we can help.
01
Complete Intake
Tell us about your organization and challenge
02
Schedule Call
Pick a time that works for your calendar
03
Discovery Call
30-min conversation to scope your needs
04
Proposal
Receive a scoped proposal within 48 hours
Tell us about your needs
All fields help us prepare for your call
Your information is kept strictly confidential.
✦
Thank you — intake received.
Evan will review your submission. Go ahead and pick a time below — we'll confirm the call details via email within one business day.
10+ years in institutional investment at Wespath, Northern Trust, and the State of Wisconsin Investment Board — combined with deep expertise in Microsoft 365 automation, Python, VBA, and AI agent deployment. A genuinely rare combination in finance.
$2.5B+
AUM Background
10+
Yrs Experience
30+
Institutions
What to expect on the call
We'll review your intake before the call so we come prepared — no re-explaining from scratch
30 minutes focused on understanding your specific challenge and current environment
Honest assessment of whether and how we can help — no hard sell
If it's a fit, you'll receive a scoped proposal within 48 hours
If it's not a fit, we'll point you in the right direction