Hello all. I'm Peyton. I've been in the consulting industry for the past decade focusing on process optimization, automation, and eventually AI implementation. These days however, I'm having fun building tools for my peers. You are welcome to learn about me here: https://www.linkedin.com/in/peyton-james-marsh-81b082277/ And learn about our projects here: https://kael-dev.com

Hello all, I'm Peyton, new here but not to consulting. This group is about growing income with AI, so I’ll keep this practical. We run an AI consulting practice and for our finance clients, we kept rebuilding the same financial intelligence stack for every client — valuation models, diligence memos, lending packages, LP reporting, etc. Eventually we just built one platform and started using it as our back office. It’s called Metis. It covers 11 financial verticals: CRE, PE, VC, IB/M&A, Lending, Fund Admin, Asset Management, FP&A, Accounting, Tax/Compliance, and Residential Real Estate. We’re not launching it publicly yet. But I’m opening it to a small number of agency owners in this community who are actually doing client fulfillment in finance, real estate, or private markets. If that’s you and you want to see what we built, DM me. I’ll send you the module breakdown and how it works.