Technology-as-a-Service

Strategy without execution.Tools without integration.AI without governance.You’re still the one stitching it together.

We design, build, and operate production-grade systems on top of the stack you already have. For consulting partners, operators running on existing tools, holdcos consolidating OpCos, B2B SaaS founders past the production ceiling, and corp-dev teams buying intelligence streams.

01Client acquisition infrastructure
02Agentic workflows
03AI voice agent platform
04Call intelligence and action execution
05Client onboarding automation
06Marketing & SEO intelligence
07Financial operations platform
08Deal pipeline management
09Unified operating portals
10Central intelligence & signal monitoring
11Protected data extraction (RPA)
01Client acquisition infrastructure
02Agentic workflows
03AI voice agent platform
04Call intelligence and action execution
05Client onboarding automation
06Marketing & SEO intelligence
07Financial operations platform
08Deal pipeline management
09Unified operating portals
10Central intelligence & signal monitoring
11Protected data extraction (RPA)
Sound familiar?

Six pains we hear every week. Pick the one that sounds like yours.

Each runs its own discovery flow. Same engineering team. Same fixed-price terms. Same fully-managed operation after launch.

01

You sold the strategy. Now stuck on who actually builds it?

For consulting partners, fractional executives, PE/VC operating partners, accelerators, CAS firms, innovation consultancies, HR transformation firms, MSPs.

We're the team that materializes it.

White-label, co-delivery, or direct intro. Custom software, agentic workflows, and AI employees built from your client's SOPs. Fixed-price, 4 to 16 weeks. We never compete for your client.

What’s underneath: Unified Operating Portals · Agentic Workflow Automation · Client Onboarding Automation · Financial Operations Platform

See the partner playbook
02

You're the human integration layer between your tools?

For RIAs, broker-dealers, family offices, RE GPs, healthcare admin, law firms, procurement leads, finance ops.

We build the operating layer that sits across what you already use.

Custom operating layer that runs on top of Wealthbox, Waystar, Clio, Coupa, Salesforce FSC, Juniper Square, NetSuite, Addepar, Tebra, or Employee Navigator. Your tools stay where they are. We absorb the reconciliation, routing, and follow-through that lives between them.

What’s underneath: Unified Operating Portals · Agentic Workflow Automation · Protected Data Extraction · Deal Pipeline Management

See the operating-layer engagement
03

Running 3 to 35 OpCos through 20 different accounting systems?

For holdco operators running 3 to 35 OpCos.

We build the spine. We never touch the meat.

Finance cadence, intercompany consolidation, governance, cross-entity reporting, AI-employee SOPs deployed once and configured per portco. Your portcos keep full autonomy on sales, marketing, and customer-facing systems.

What’s underneath: Financial Operations Platform · Unified Operating Portals · Agentic Workflow Automation · Central Intelligence and Signal Monitoring

See the holdco engagement
04

Every new hire and internal move becomes its own multi-week project?

For HR operations leaders, people-ops, total-rewards, benefits admins, payroll managers, HRIS owners.

We add the intelligence layer between your HR systems.

AI employees that absorb onboarding, internal moves, benefits enrollment, payroll exceptions, plan-document maintenance, and the field-mapping work between Workday, ADP, Gusto, Employee Navigator, Benefitfocus, and your broker. Your existing systems stay untouched. The layer absorbs the cross-system propagation that currently sits on your HR team.

What’s underneath: Agentic Workflow Automation · Client Onboarding Automation · Unified Operating Portals · Protected Data Extraction

See the HR-ops engagement
05

Vibe-coded MVP hitting the production ceiling?

For B2B SaaS founders at $1 to 5M ARR. First GTM hire pending or just made.

We ship the 40% AI coding can't.

Production deployments with rollback. AI employees with audit trails. Real on-call when the integration breaks at 2am. Schema versioning that survives source moves. On top of the n8n, Supabase, Bolt, Lovable, or Cursor stack you already use.

What’s underneath: Agentic Workflow Automation · Unified Operating Portals · Deal Pipeline Management · Marketing & SEO Intelligence

See the SaaS engagement
06

Data feed decayed within 30 days of buying it?

For corp dev, sourcing analysts, RIA business-development, PE deal-origination, RE acquisition, healthcare-network developers.

We run a vertical data subscription that doesn't decay.

Productized intelligence stream. Provenance, refresh cadence, schema stability. Free 50-record sample within 24 hours. Subscription, not project.

What’s underneath: Central Intelligence and Signal Monitoring · Protected Data Extraction

See the intelligence streams

The next engagement asks
who builds it. Have an answer.

Thirty minutes. No deck. No pitch. A real conversation about the engagement you're running, the gap you're feeling, and whether we can close it. If we can't, we'll say so.

team@inevisolutions.com