Portfolio

Meridian's dispatch team ran on spreadsheets and phone calls. Dispatchers spent most of a shift manually matching loads to trucks, and a high empty-mile ratio was eating into margin on every route.

Our software team built a dispatch and load-matching platform in-house, working alongside Meridian's ops leadership from week one. Our design team built the dispatcher interface around actual shift workflows instead of a generic TMS template. Our capital allocation team funded the first 18 months of engineering before Meridian's own revenue covered it.

Empty-mile ratio dropped from 34% to 21% in the first year. Dispatcher headcount held flat while load volume grew 2.4×. Meridian reached operating profitability five months ahead of its original plan.

Caldera's clinics were losing an estimated 12% of billable revenue to claim denials and scheduling gaps, and its founder — a physician, not an operator — was doing both jobs at once.

Our business management team built the operating rhythm — weekly metrics review, a denial-management workflow — before writing a line of code. Our engineering team then built the scheduling and claims-tracking system underneath it. Our executive advisory team worked directly with the founder on hiring her first COO.

Claim denial rate fell from 12.3% to 4.1% within nine months. Clinic-level scheduling gaps (no-shows plus unfilled slots) dropped 38%. Caldera opened two additional clinic locations using the same operating playbook, with net new revenue up 61% year-over-year.

Ledgerline's founding team had strong engineering but no experience navigating money-transmission compliance, and struggled to raise a seed round from investors who understood the regulatory surface.

Our legal team structured Ledgerline's compliance program and money-transmitter licensing strategy from week one. Our capital allocation team led its seed round and helped assemble the remaining syndicate. Our marketing team built the developer-facing positioning and documentation site that became Ledgerline's primary source of new sign-ups.

Ledgerline closed its seed round in 7 weeks against an original 4-month target. Developer sign-ups grew from 40 to over 1,200 in the two quarters after the new positioning shipped. Zero findings in its first compliance licensing audit.