An AI-native operating system inside a national investment firm.
A national lending and investment firm with big plans and a tech stack that wasn't keeping up. When Pacific Community Ventures acquired my firm Radiant Data in 2025, I was retained to design an AI-native operating system the team could actually run on.
A CRM platform around Attio, integrated tech stacks across functions, AI-assisted planning frameworks, native data integrations that move the right data to the right people, and a library of workflow automations the team uses daily.
This wasn't a tech refresh. It was an operating-system rewrite mid-flight, for a team that was also redesigning what it wanted to be. Every build-vs-buy call balanced scalability, reliability, extensibility, and speed.
New revenue streams that didn't exist before the acquisition, real-time visibility for executive decision-making, and a team that uses AI as a default instead of a novelty.