About Us
AI transformation is not a product. It's a Practice.
Not a platform. Not a consulting engagement. An advisory + build firm shape, organized by function — Finance first, then Operations, then Revenue — launched one practice at a time as case studies and capacity allow.
Why this shape
SMB and mid-market companies at $25–200M revenue need the impact of a Chief AI Officer plus a Chief Transformation Officer — but cannot afford the full-time cost of either. The full-time benchmark for a sitting Chief AI Officer is roughly $700K+ all-in (base, bonus, equity, benefits, recruiting load).
The alternatives all break:
- →Big 4 ships slides. Six-month diagnostic, 80-page deck, no working systems.
- →Dev shops build without P&L judgment. Tribe AI builds the agent, but doesn't know whether it matters to your variance bridge.
- →Off-the-shelf needs a team you don't have. Datarails, Mosaic, Copilot — all require an internal AI team to implement and operate. The ones who buy them are the ones who don't have one.
The unmet need is operators who both design the transformation and build the apps — embedded long enough to make the change stick, organized as a Practice rather than as a fractional executive seat.
How it works
Every engagement ships the same three pillars — the delivery shape inside any function:
People
Training & enablement
AI fluency cohorts, 1:1 cowork, skill libraries, CLAUDE.md scaffolds for the function.
Automation
Agents
Scheduled, triggered, background workflows. Quiet infrastructure that compounds across weeks.
On-demand
Tools
Skills, dashboards, custom apps, Excel plugins. Reusable across the team.
Buyers self-select the entry pillar via a 30-min discovery call. The first engagement ships one outcome in production, then lands in either a single-pillar retainer or the full Practice engagement.
Where we focus
PE-backed services rollups, $25–150M revenue. Healthcare MSO is the most-developed sub-segment (dental case study built; specialty medical, ophthalmology, PT, orthopedics adjacent). Other plausible sub-segments: PE workflow / deal services, business services rollups, specialty distribution, asset-light services platforms. Buyer = CEO + CFO + COO from Day 1, not just CFO.
Leadership
The team behind your strategy.
Senior finance professionals and technologists who've spent decades in the trenches. We bring real operating experience, not just frameworks.
Saul Mateos
Founder & Managing Partner
CFO-operator who connects finance to operations. Built AI-powered workflows at Gain that drove 30% cost reduction and 100% revenue growth. Former CFO of a $1B GM division, led Coca-Cola's $1B restructuring, and took Expedia's forecasting accuracy from 85% to 99%. MBA from UVA Darden.
Greg Sloan, CFP®, CEPA®
Co-Founder & Partner
Serial entrepreneur focused on multi-generational wealth and business continuity. Created the FUELplan™ strategic planning framework and V/S Matrix™ for evaluating acquisitions. Former Goldman Sachs executive financial counselor. MBA in Finance from Georgia State.
Davy Wallach
Director of Growth Strategy & Capital Markets
Advises family offices on recapitalizing debt and equity structures while preserving ownership control. Previously VP at Black Hills Capital sourcing investments and M&A solutions. Scaled Spring11's Atlanta office revenue from $60K to $500K/month.
Sarah Farol
VP of Accounting
Directed financial strategy and cash flow across a portfolio of 15+ companies at BJM Group. Led acquisition due diligence, tax compliance, and team development across multiple locations. Previously managed budgeting and operations for a multi-campus nonprofit.