Family offices
For family-office teams working through bank statements, custodian records and reporting packs. Start with one repeated task and agree who can access the records and approve the draft.
A free audit shows where your team loses time, money or capacity. Then we build the automation around the systems you already use.
Start with a free discovery callFour clients and their results.
Centre for Orthopaedics · Healthcare
Primeforth Capital · Financial services
Bambu Capital · Private equity
Marshall Bridge Ventures · Venture capital
Each case study was first published on lexie-ai.com.
Start with one repeated process and the systems your team uses.
For family-office teams working through bank statements, custodian records and reporting packs. Start with one repeated task and agree who can access the records and approve the draft.
For mining teams passing shift updates, equipment faults and supplier information between the site and the office. Start with one repeated hand-off and keep the responsible team in control of the next step.
For service and maintenance teams moving between jobs, sites and the office. Connect the job record to the work that follows.
For teams coordinating equipment, dates, delivery and returns. Get the details together before a quote goes out.
For distributors working through customer emails, spreadsheets and PDFs. Connect the request to your catalogue and pricing.
You work with the founders, from the first conversation through the build.
Sales & business development
Personally generated $1.45M+ in sales pipeline across 100+ opportunities. Built sales processes, led a team of 10+ and co-founded Kiroku Notes. Based in the UK.
AI & marketing
Builds AI-assisted workflows for SMEs. Previously at MenuSifu and Tesla; co-founded Kiroku Notes.
AI & security
Built in-house AI at IMDA and A*STAR. Cybersecurity background.
AI & commercial
Technology and private-capital experience across Sandbox, Tikehau Capital, Sea and GenInnov.
Engineering
Software engineering at TikTok / ByteDance.
AI workflows and custom internal tools that connect to the software your team already uses. A service report becoming an invoice draft, or an enquiry becoming a quote, are two examples.
Usually the starting point is a connection between the systems you already have. We check what those systems support during the audit, including access, data quality and available integrations.
First, a discovery call to understand your operation, systems and repeated work. The Free AI Opportunity Audit then maps the workflow and identifies one or two priorities. Any build is scoped and quoted separately.
We agree the review points for each workflow. Quotes, invoices and other consequential outputs can stay as drafts until the responsible person approves them.
Walk us through your operation, the systems you use and one process your team repeats. We arrange the call over WhatsApp. The Free AI Opportunity Audit follows; any build is scoped and quoted separately.
Walk us through your operation, the systems you use and a process your team repeats.
Map the workflow and identify one or two priorities, with a baseline, possible benefit and practical next step.
Agree the inputs, output, connections, review points and price before a build begins.
Test the workflow with your team and compare the result with the baseline. Use that result to decide whether to expand.