Ten weeks to a team that owns its AI
A firm-wide AI engagement with Whipstitch Capital, a 15-person investment bank in Boston.
- Client
- Whipstitch Capital
- Sector
- Investment banking
- Work
- AI training and workflows
- Year
- 2026
- 01Some of Whipstitch's bankers were already trying AI on their own, and others had fair questions about deal data and answers they couldn't trust.
- 02Over ten weeks we built 22 skills for its financial models and deal materials and a CRM connector with 38 tools, and trained the whole firm.
- 03The firm owns the accounts and the skills, and its weekly huddle is where people share what they've built.
10 weeks
from June to August 2026.
22
skills built for models and deal materials.
38
tools in the CRM connector.
We'd love to chat.
Bring what's slow, rented or stuck. You'll leave with what we'd build first and how long it takes.
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