Portfolio

Case studies

Four interactive case studies spanning startup strategy, venture diligence, global portfolio construction, and private-equity research support.

Verified metrics
0+
Experts sourced
$0K
Revenue generated
0+
AI startups assessed
0
Investments screened
0.0%
CAGR portfolio outcome
0%
Engagement increase
0+
Tax clients supported
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Startup/ProductStrategyData Analysis

Building Furnisher

An AI-powered furniture resale marketplace for college move-outs.

Modeled TAM
$50M / cycle
Pilot completed txns
220
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Venture CapitalInvestingData Analysis

AI Startup Diligence

Evaluating pre-seed AI companies before the numbers are obvious.

Startups assessed
15+
Framework pillars
7
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InvestingData AnalysisStrategy

Global Portfolio Analysis

Risk-aware allocation recommendations across 10+ global markets.

Modeled CAGR
11.6%
Sharpe ratio
0.72
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Private EquityStrategyData Analysis

Private Equity Diligence Support

Turning expert calls into decision-ready insight for PE clients.

Experts sourced
250+
Revenue generated
$60K
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