Case Studies

Inclusively
Inclusively is a leading HR tech platform helping employers create accessible and inclusive workplaces by surfacing accommodations, benefits, and tools employees need to succeed.

Wisconsin Carports
Wisconsin Carports is a leading dealer of carports and steel buildings based in the Midwest. In a highly competitive and fragmented market, Wisconsin Carports set its sights on becoming the number one dealer in the region.

Meridia Land
Meridia is an AgTech company specialized in field data solutions in complex and smallholder-heavy agri-commodity supply chains such as cocoa, coffee, palm oil, rubber and soy.
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Lotlinx
Lotlinx is a digital marketing platform focused on the automotive industry, helping dealerships optimize inventory exposure and drive vehicle sales. As the company matured, operational complexities grew—especially around their marketing and sales technology stack.
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Inveterate
Inveterate empowers Shopify merchants to implement paid membership programs for premium customers. Their software suite helps brands boost buyer retention, loyalty, and customer experience through flexible, on-brand membership models.
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Thoughtful AI
Thoughtful AI empowers mid- to large-sized healthcare providers to digitally transform their organizations for operational excellence. Their advanced AI solutions automate back-office processes, helping providers accelerate revenue, improve patient experiences, and boost employee satisfaction.

Sprout
Sprout.ai provides an advanced claims automation platform that leverages contextual AI to accelerate insurance claims processing. By automating complex workflows and data enrichment, Sprout.ai helps insurers increase operational efficiency and enhance customer satisfaction.

NE Water Softeners
NE Water Softeners is a UK-based provider specializing in both online and offline water softener solutions for consumers. The company has a strong reputation for customer service and was ready to level up its marketing and sales performance through HubSpot—if they could find the right partner to guide the transformation.

Front Edge
Front Edge is a financial technology company that provides underserved businesses in emerging markets with innovative working capital solutions. Their mission is to bridge financial gaps through accessible, data-driven lending platforms.

Numa
Numa is an AI-powered customer operations platform built specifically for auto dealerships. Their software integrates with existing phone systems and leverages conversational AI to ensure every customer interaction—across all channels—is captured and actioned. The result is improved business outcomes and greater customer satisfaction.

Bushel
Bushel is a software company focused on agriculture, built to connect the agricultural supply chain from on the farm downstream. Their platform serves agribusinesses—including grain elevators, ag retailers, and ag lenders—by providing digital tools that help them work more efficiently with farmers.
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