// What I've Built

Agents I've Built

Every one of these is running right now. Three of them run this site. The other six run inside a publicly traded investment firm, where I work as an AI business strategist.

None of them are impressive on their own. Each one took a task somebody was doing by hand every week and handed it to a computer. That is the whole job.

Where I have a measured number, it's shown in colour. Where I don't have one yet, I've described the outcome instead of guessing at a figure.

// Deployed

Nine Agents, Already Running

Grouped by the part of the business they take work off. The pattern transfers: if your team does something repetitive on a schedule, it is a candidate.

Content

Content Marketing Pipeline

Writes industry articles, checks them for SEO, and submits them to Google, Bing, and the AI search engines. It runs on a schedule and nobody opens an editor.

3 articles per run, zero manual input

Built for yourcaio.co

Research

Acquisition Research Agent

Due diligence on acquisition targets. Pulls market conditions, facility details, and ownership records together into one place instead of across a dozen browser tabs.

Market, facility, and ownership research in one pass

Built for yourcaio.co

Pricing

Competitor Pricing Tracker

Watches what the large operators charge and publishes it live. Built as a lead magnet, so the tracking work and the marketing asset are the same thing.

Always current, zero manual refresh

Built for yourcaio.co

Sales

Engagement Tracking Agent

Logs which pages a recipient actually read in a document you sent, then writes it straight to their contact record. Follow-up stops being guesswork.

Page-level read data on every document sent

Built for a publicly traded investment firm

Reporting

Email Performance Reporting

Joins performance data across campaigns, templates, and tracked links into one finished report. Nobody opens a spreadsheet.

90 minutes a week, now zero

Built for a publicly traded investment firm

Reporting

Presentation Automation Agent

Pulls new figures out of the source spreadsheets, rebuilds the investor deck, and flags every value that changed so a human reviews the diff, not the whole file.

Deck rebuilt from source, every changed value flagged

Built for a publicly traded investment firm

Ops

Meeting Request Manager

Captures inbound meeting requests, routes them to the right person, and logs them. It also runs a daily check on itself to confirm it is still working.

Zero manual routing or logging

Built for a publicly traded investment firm

Content

Content & Marketing Copy Agent

Writes on-brand articles on a schedule, pairs each one with a hero image, and drafts the matching email copy. It keeps a 12-month topic memory so it never repeats itself.

12-month topic memory, zero prompting

Built for a publicly traded investment firm

Sales

Institutional Outreach Agent

Turns a raw lead-list spreadsheet into personalized drafts, one per lead. A human still reads and sends every message; nothing goes out on its own.

2-3x one salesperson's daily volume

Built for a publicly traded investment firm

// Contact

Let's Talk AI

Important Notice

Due to a potential conflict of interest arising with my employment with Astra Heed, engagements within the financial industry as a whole, including but not limited to investment advisers (RIAs), Business Development Companies (BDCs), hedge funds, private equity firms, broker-dealers, banks, and wealth management firms, will be denied.

Not sure if this applies to you? Check here.