Selected Work

Systems in production, not slide decks.

Detailed case studies of recent engagements. We share a lot more under NDA — start a conversation if you'd like to see more.

6 agents · 5 systems · 1 audit log
01 / 04·Asset managementAgentsFinanceProduction
Northwind Capital

Replacing an ops team with a coordinated agent swarm.

A multi-agent system that ingests deal data, drafts memos, and routes exceptions to humans — audited end to end.

The challenge

Northwind's investment operations team was manually triaging 800+ deals a day across three legacy systems. Analyst time was 70% spent on data assembly and only 30% on judgment. Turnaround from deal close to memo was 4 business days, with a 6% error rate that required manual reconciliation.

What we did

  1. 01Mapped the deal-memo process end-to-end with stakeholders and identified 14 distinct decision points where automation could remove handoffs.
  2. 02Architected a 6-agent system (intake, enrichment, drafting, validation, escalation, audit) with clear ownership boundaries and explicit escalation paths.
  3. 03Built offline eval suites from 12 months of historical deal data, then deployed behind a feature flag with shadow runs for 2 weeks before cutover.
  4. 04Instrumented every agent step with traces, cost ceilings, and guardrails. Hard limits: $0.50 / deal, 30s p95, 0 PII leaving the perimeter.
Orchestration
Temporal
Model
Claude Opus 4.5 + Sonnet 4 routing
Knowledge
Snowflake RAG + pgvector
Tools
8 internal APIs, scoped
Evals
2,400-case offline + online scoring
Guardrails
PII redaction, RBAC, audit log

Outcomes

  • Median deal-memo turnaround: 4 days → 11 minutes (97% reduction).
  • Error rate from 6% to 0.4%, all caught by validation agent before human review.
  • Analyst time reallocated from data assembly to deal judgment — the work they were hired for.
  • System handles 3x peak load with no degradation; cost ceiling held at $0.18/deal average.
1
Referral
2
Match
3
Schedule
4
Confirm
5
Audit
02 / 04·HealthcareWorkflowHealthcareHIPAA
Helios Health

Clinical workflow that survives a HIPAA audit.

Workflow orchestration across 6 EHRs with redaction, RBAC, and a complete audit trail — shipped in 9 weeks.

The challenge

Helios runs 22 clinics across 3 states, each with its own EHR. Patient referrals required 14 manual steps across 4 systems, took 6 days average, and frequently lost context between handoffs. The compliance team needed a system that could pass external HIPAA audit with zero rework.

What we did

  1. 01Built a HIPAA-compliant orchestration layer on Temporal with end-to-end encryption and per-tenant key isolation.
  2. 02Modeled the referral as a stateful workflow with explicit retry semantics — partial failures resume from the last known-good state, not from the beginning.
  3. 03Implemented edge redaction (PHI never leaves the secure perimeter) with tokenization for any external AI calls.
  4. 04Wrote the audit story before writing the code — every state transition logs actor, action, input hash, output hash, and timestamp.
Orchestration
Temporal + custom runner
Models
Claude Sonnet (redacted prompts only)
Knowledge
Per-tenant encrypted vector store
Tools
EHR APIs (Epic, Cerner, Athena)
Compliance
HIPAA + SOC 2 Type II
Audit
Immutable event log + replay

Outcomes

  • Referral turnaround dropped from 6 days to 38 hours median.
  • External HIPAA audit completed with zero findings on the new system.
  • 6 EHRs integrated with one consistent operator UX.
  • Zero PHI leaks across 18 months of production traffic.
stratus.app
03 / 04·Logistics SaaSSaaSWebMulti-tenant
Stratus Logistics

A SaaS portal that replaced 4 internal tools.

Multi-tenant customer portal with billing, RBAC, and a real-time ops dashboard. From prototype to GA in 11 weeks.

The challenge

Stratus's customer portal was stitched together from 4 separate vendor tools — different auth, different billing, no shared data layer. Support tickets took 4x longer to resolve because reps had to context-switch between systems. Renewal conversations suffered.

What we did

  1. 01Chose a single Next.js 16 app with server components, Postgres + row-level security for multi-tenancy, and Stripe for billing — boring tech, on purpose.
  2. 02Designed a permission model that maps 1:1 to customer orgs and roles, with audit trails on every privileged action.
  3. 03Built a real-time ops dashboard using server-sent events and materialized views — sub-100ms p95 on a single-region Postgres.
  4. 04Shipped feature-flagged, dark-launched to 5% of tenants, then ramped weekly with telemetry-driven rollback criteria.
Frontend
Next.js 16 + React 19
API
tRPC + Zod
Database
Postgres 17 + RLS
Auth
Clerk + custom org model
Billing
Stripe + metered usage
Observability
OpenTelemetry + Grafana

Outcomes

  • From signed SOW to GA in 11 weeks; 4 vendors consolidated to 0.
  • Lighthouse perf 98, accessibility 100, TTFB p95 84ms.
  • Support resolution time down 68%; CSAT up 22 points.
  • Renewal rate lifted from 87% to 94% the following year.
04 / 04·Research AIAgentsRAGResearch
Quanta Labs

An autonomous research agent with bounded cost.

Agent that searches, reads, and synthesizes across a private corpus — with hard cost and latency ceilings.

The challenge

Quanta's researchers spent 60% of their time on literature review. Existing off-the-shelf RAG systems hallucinated citations and had unbounded cost — a single deep-dive question could cost $4 and take 90 seconds. They needed accuracy AND a hard cost ceiling, not one or the other.

What we did

  1. 01Built a hybrid retrieval pipeline: lexical + dense + re-ranked, with citation extraction as a first-class output.
  2. 02Used cascade routing — small models for filtering, large models only for synthesis — to keep cost down without sacrificing answer quality.
  3. 03Wrote evals against a 5,000-question golden set curated by Quanta's senior researchers, then shadow-ran for 3 weeks before turning off the legacy system.
  4. 04Implemented per-task cost and latency budgets enforced by the orchestrator — every request has a hard ceiling, and overruns trigger automatic fallback to a cheaper path.
Retrieval
BM25 + E5 + cross-encoder rerank
Models
Cascade: Haiku → Sonnet → Opus
Knowledge
2.1M docs, hybrid index
Tools
Citation extractor, claim verifier
Evals
5,000 golden Q&A + online
Cost control
Per-task budget + fallback

Outcomes

  • Citation accuracy 99.2% on the golden eval set; 0 unsourced claims in production.
  • Cost per deep-dive question: $4.00 → $0.06 (98% reduction).
  • p95 latency 3.4s — 26x faster than the legacy system.
  • Researcher time on literature review dropped from 60% to 12% of their week.
More under NDA

Want to see more?

We can share detailed case studies in finance, healthcare, logistics, research, and B2B SaaS — under NDA, on a call.