Work — Case Studies & Engagements

Renewable Energy

Pumped Storage Hydropower Infrastructure Screening

Multi-phase site screening, CAPEX modeling, and feasibility evaluation across 100+ potential locations for pumped storage hydropower development in North Africa.

Sites Evaluated100+

GeographyNorth Africa

CAPEX Modeled$2B+

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Sustainability CPG

Market Map & Profit Pool Analysis

Value chain economics, competitive landscape mapping, and profit pool analysis for a sustainability-focused consumer goods company preparing for a strategic transaction.

Category Size~$45B

Expert Interviews30+

Timeline4 Weeks

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Additional Engagements

Cross-Sector: AI & Sales Operations

Sales Operations

Agentic Outbound: Lead List to Booked, Briefed Call

Built an outbound agent across six systems — enrichment, sequencing, CRM, calendars, and call recordings — where code makes every decision, a model only labels, and every choice not to email someone carries its reason.

Financial Services & Mortgage

Financial Services

Credit DD: U.S. Mortgage Lender Franchise Durability

Interview-led credit diligence for a credit investor — 25 expert calls on one shared scoring rubric, technology & AI and regulatory workstreams, run on an AI-native operating system.

Agentic Workflow for Escrow Waiver Decisioning

Designed the end-to-end process, data model, and workflow configuration for escrow waiver decisioning at a top-10 US mortgage servicer — forked across contradictory Fannie Mae and Freddie Mac rulebooks, with all seven remaining judgment calls named and owned.

Healthcare & Life Sciences

Revenue Cycle Management

AI Appeal Generator: Recovering a $2.5M Business Case

Turned around an underperforming generative AI deployment at a leading RCM company — re-architected document ingestion for a ~60% run-cost reduction, narrowed the target population, and replaced usage metrics with rework and outcome metrics.

Energy & Industrials

Energy Storage

Buy-Side DD: Advanced Battery Materials

Commercial and operational due diligence on an anode/cathode materials company for a PE sponsor.

Industrial Services

Target Screening: Industrial Services Portfolio

Multi-phase target identification and screening across a fragmented industrial services landscape.

Energy Storage

GTM Strategy: Zinc-Ion Battery

Go-to-market strategy identifying highest-value use cases and sizing addressable market.

Energy Storage

Sell-Side Advisory: Sodium-Ion Battery

Strategic positioning and market analysis supporting Series E and F fundraising.

Recycling

Sales & GTM Execution: Circular Economy

Built the full commercial engine — market intelligence, thought leadership, outbound infrastructure, and $2.7M+ in qualified pipeline for a circular economy operator.

Consumer & Media

Consumer Brand

AI-Enabled Outbound & Demand Gen

Built an AI-native outbound engine for a national consumer company — matching client accounts to sponsorship partners, running occasion-based seasonal campaigns, and personalized outreach against a multi-hundred-million-dollar opportunity.

US Experiential Marketing Agency Market Sizing

Bottom-up sizing of the $6.8-10B US experiential agency market across 102 agencies, ~1,000 activations, and four independent methodologies.