We run a 48-hour assessment, identify where AI creates the most leverage in your operation, and build it into your existing systems — no platform lock-in, no open-ended retainer.
Tell us who you are
Every growing company hits the same wall. Revenue outpaces the workflows that support it. The answer is almost never more headcount.
Data entry, intake forms, scheduling confirmations, internal reports — structured repetitive tasks that your highest-paid people are still doing manually because nobody has had time to fix it.
Your CRM is full of contacts that never got a callback. Response time over 5 minutes drops conversion by 80%. AI closes that gap permanently — responding to every inquiry, every time, in under 30 seconds.
Headcount is the expensive, slow fix for a process problem. The bottleneck is workflow design, not person-hours. AI solves the root cause so your next hire adds capacity instead of managing chaos.
The companies pulling market share from you this year aren't smarter — they're automating faster. AI implementation time has dropped from 12 months to 6 weeks. There is no reason to wait.
We don't pitch you on AI strategy. We identify the 3–5 workflows in your business where AI creates the most leverage — and build them, inside the tools you already use.
Voice AI and Chat AI that respond to every inquiry 24/7, qualify leads, book appointments, and hand off to your team with context — so no lead goes unanswered and no revenue falls through the cracks.
The intake, scheduling, data entry, follow-up, and reporting tasks your team shouldn't be doing. Mapped, automated, and monitored — inside your existing CRM, calendar, and ops stack.
AI that surfaces the right information at the right time for decisions that still need a human. Fewer reports to pull. Fewer tabs to switch between. Faster calls with better data.
Your tools don't talk to each other — so your team manually moves data between them. We build the connections. Data flows. Handoffs happen automatically. Your team stops being the integration layer.
We work in fixed-scope engagements with clear outcomes defined before we start. No discovery-phase surprises, no scope creep, no "phase 2" that never happens.
We ask about your operation, your friction points, and what outcomes matter. You don't need an AI strategy going in — we build that from the conversation.
We deliver a ranked AI opportunity roadmap: the top 3–5 automation opportunities in your business, sorted by ROI and implementation speed. You see the full picture before we've written a line of code.
We start with the highest-leverage initiative. Fixed scope, fixed timeline, defined deliverable. Built inside your existing systems — not a new platform you have to manage.
Your team owns what we build. Full documentation, recorded walkthrough, and a phased roadmap to extend the deployment across the rest of your operations over time.
Portfolio companies have real AI opportunity. The problem is finding a partner who moves at the speed your hold period requires and delivers working systems — not decks.
Manual processes that were fine at early stage are now the ceiling on growth. The operators know the problem. What they lack is a partner who can identify the right AI lever and pull it fast.
A Big 4 firm takes 6–12 months to assess and recommend. You need EBITDA impact in Q1, not Q5. The cost of a slow consulting engagement isn't just the fees — it's the quarters of margin you're not capturing.
ServiceNow and SAP require dedicated IT teams and 18-month implementation cycles. Portfolio companies have neither. And they don't need a $2M platform — they need two AI workflows built into the systems they already use.
Telling a portfolio company to "leverage AI" without a clear implementation partner and a specific starting point is how AI ends up as a Q3 board slide that never becomes a Q4 outcome.
6–12 month timeline before first recommendation
$500K–$2M+ engagement fees
Delivers strategy documentation, not working AI
Generic frameworks without vertical depth
48-hour assessment; working AI live in 3–6 weeks
Scoped engagements with fixed fees and clear ROI targets
Working AI deployed inside the portfolio company's existing stack
Vertical domain depth — no generalist templates
12–18 month implementation cycle minimum
Requires dedicated IT headcount to manage
Ongoing subscription that follows the company post-exit
Low adoption rate at mid-market portfolio companies
We work across industries where operations are complex, AI is underdeployed, and the operator just needs someone to walk in and tell them exactly where to start.
Patient intake automation, regulatory documentation workflows, clinical operations — compliance-aware, deployed fast.
Law firms, accounting practices, consultancies — document intelligence, billing automation, client communication AI.
We built Gold Rose Studio for florists — same methodology applied to any specialty retail or local service business.
30 minutes is enough for us to tell you whether AI can help and where — no obligation, no pitch deck.
Generic AI doesn't win. Every industry has different workflows, different risk tolerances, and different definitions of "fast enough." Here's what we've built — and what it delivered.
Portfolio companies at $10M–$100M revenue almost always have the same profile: manual reporting, inconsistent customer follow-up, and ops teams stretched thin. These are fixable with AI in weeks, not quarters.
Weekly KPI pulls, variance analysis, and board-ready summaries — generated automatically from existing data sources. Saves 6–10 hours per reporting cycle.
Voice AI and SMS sequences that follow up on every quote, inquiry, and missed call. Conversion rate improvement visible within 30 days of deployment.
Intake, scheduling, approval routing, and internal handoffs — automated inside the portfolio company's existing CRM and project management tools.
48-hour deep dive: every significant workflow mapped, scored by AI leverage potential, prioritized by EBITDA impact. Ready before the next board meeting.
Medical device startups and clinical practices deal with a specific AI paradox: the workflows most ripe for automation (intake, documentation, follow-up) are also the ones with the highest compliance stakes. We build for both.
AI-guided intake forms, triage routing, and appointment confirmations — reducing administrative burden at the front of the patient journey without touching clinical protocols.
Post-visit note generation and regulatory documentation support. Reduces documentation time per encounter by 40–60%, freeing practitioners to see more patients.
Automated follow-up sequences for post-procedure check-ins, prescription refills, and reactivating patients who haven't scheduled. Compliance-aware messaging throughout.
For device startups: automated quote follow-up, hospital procurement cycle tracking, and rep activity reporting — so nothing slips between CRM and the close.
Law firms, accounting practices, and consultancies have a specific problem: their highest-cost asset (practitioner time) is routinely spent on intake, status updates, document preparation, and billing — tasks AI can handle in seconds.
AI-powered intake forms that collect matter details, run preliminary conflict checks against existing client databases, and generate a pre-engagement summary for the reviewing attorney.
First-draft generation for standard documents (engagement letters, NDAs, standard contracts) from template and matter-specific inputs. Reviewed and finalized by your team — AI does the 80%.
Automated matter status updates, appointment reminders, and billing communication — keeping clients informed without partner or associate time. Reduces inbound status calls by 30–50%.
Invoice generation, payment reminders, and collections follow-up — systematized and automated. Reduces average days-to-pay and eliminates the manual billing admin your team is currently absorbing.
Plumbers, HVAC companies, electricians, and roofers have a consistent revenue leak: missed calls, slow callbacks, and inconsistent follow-up. AI closes the loop — before your competitor answers first.
Answers every call, qualifies the lead, captures job details, and books the appointment — even at 11pm on a Sunday. No missed call, no lost job.
AI that responds to web form submissions and SMS inquiries in under 30 seconds, qualifies the lead, and books a call or appointment — automatically.
Automated multi-touch follow-up on open quotes via SMS, email, and voicemail drop — timed and personalized. Closes deals that were going cold from simple neglect.
Post-job automated outreach that asks satisfied customers for Google and Yelp reviews while the job is fresh. Built into your existing CRM workflow, no manual follow-up required.
Gold Rose Studio is our live proof of concept: a complete AI operations platform built specifically for florists and specialty retailers. The methodology behind it applies across specialty retail — wherever operations are relationship-driven and every customer interaction matters.
Full-stack AI platform for florists: AI receptionist, order management automation, marketing AI, and event workflow coordination. Built and deployed, not just planned.
AI that handles product inquiries, custom order intake, pricing questions, and delivery coordination — so your team focuses on creating, not answering the same questions 30 times a day.
AI-generated and AI-scheduled marketing for Mother's Day, Valentine's Day, and other peak events — personalized by customer history, automated weeks in advance.
Automated outreach to past customers who haven't purchased recently — personalized by purchase history, sent at the right moment. Recurring revenue from customers you'd otherwise lose.
Clear answers on how we work, what it costs, and what to expect — so you can decide before investing 30 minutes in a call.
An AI consulting firm identifies where artificial intelligence creates measurable operational value in a specific business, then designs and builds the systems to capture that value. Alterra AI specializes in operational AI for growth-stage companies — automating repetitive processes, improving customer response speed, and reducing manual work — with working deployments live in 3 to 6 weeks. We don't produce strategy decks; we produce working software running in your systems.
A focused AI implementation engagement typically ranges from $10,000 to $75,000 depending on scope and complexity. Alterra AI scopes engagements around specific, measurable outcomes — such as automating customer intake, scheduling, or follow-up — rather than open-ended retainers. ROI on a well-scoped AI deployment typically pays back within one to two quarters, and there are no ongoing platform fees because we build into your existing tools.
AI consulting identifies opportunities and produces recommendations. AI implementation builds and deploys working systems. Most firms do one or the other. Alterra AI does both: we assess your operations, prioritize by ROI and speed-to-value, and then build the AI directly into your existing workflows. The deliverable is not a document — it's a working AI deployment your team operates from day one.
A focused AI deployment typically goes from first conversation to a live system in 3 to 6 weeks. Our process: 30-minute diagnostic call → 48-hour assessment delivered → scoped proposal with fixed timeline → build and deploy → handoff with documentation and training. Most deployments don't require new software platforms or infrastructure changes — we build into what you already have.
No. The Alterra AI approach is specifically designed to build inside your existing tools — your CRM, calendar, email, phone system, and project management software. We don't sell platforms or require platform adoption to work with us. Everything we build, you own. There are no ongoing fees to us once the engagement closes, and no platform subscription that follows you forever.
We partner with VC and PE firms to create AI-driven operational value inside portfolio companies. A typical engagement starts with a 48-hour AI opportunity assessment — a ranked roadmap of where AI creates the most EBITDA impact in that specific company, fast enough to inform board prep. We then deploy the highest-impact systems in a single quarter. Portfolio companies own everything we build, with no ongoing platform fees, which keeps the value creation clean for exit.
Each vertical brand is staffed by people who understand that industry's specific operational constraints — not generalists applying generic templates.
We evaluate new verticals based on AI opportunity and domain depth.
Start a conversation →No pitch, no platform demo. A straight conversation about your operation — and an honest assessment of where AI creates real leverage.
Response within 1 business day. No obligation.