Active & Recent Work
We operate what we advise.
Businesses and projects we invest in, operate, or consult for. To each we bring the same disciplines - agentic transformation, capital, and systems engineering.
KinDentists
Modernizing community dental care — making a long-established, doctor-owned practice more affordable and accessible, with multilingual support, Medicaid and community-care access, and the systems to run it well.
KinProviders
The operating platform for the modern dental practice — practice management, IT, communications, growth, and clinical tools, run end to end as one managed service. The platform behind KinDentists.
International Logistics & Customs Brokerage
IT transformation and strategic finance advisory for an international logistics and customs brokerage operator — modernizing the systems layer while helping management evaluate growth, margin, and capital-allocation decisions.
CapTheorem
A structured-capital operating system for private-equity and private-credit deal teams — diligence, structuring, and investment-committee work in one connected workspace, every number traced to its source.
Turbine
A local-first, privacy-first clinical dictation and scribe app. Speech-to-text and note cleanup run on the provider's own device, and the app adapts to each clinician's vocabulary and style — without sending patient audio to the cloud.
Hospitalist services & workflow software
Board and management support for a healthcare services platform across capital raises and operational initiatives, including site-level reimbursement improvement and physician-compensation alignment.
Commercial Fleet Business
Restructuring and sale process work for a commercial fleet business, helping stabilize the operating and capital story ahead of a strategic transaction.
Automotive Semiconductor
Growth-stage investment work with an automotive semiconductor company from early startup scale through a successful public-market exit via reverse IPO.
Auto-FinTech Data
Strategic finance and investment support for an auto-fintech data platform, including building management projections from scratch and supporting a successful sale to a public company.
Media Production Facilities
Investment and operating-support work for a media production facilities platform, including internal FP&A rigor, add-on M&A strategy, and a successful sale to a strategic buyer.