The Problem
30+ spreadsheets, 4+ hours/week on portfolio review, ~70% data accuracy, 2 days to generate LP reports. Previous agency spent $40K over 3 months and failed.
Our 7-Day Sprint
Day 1: Interviewed 3 team members. Key insight: 80% of time was data collection, not analysis.
Day 2: Multi-tenant design with role-based access.
Day 3-4: KPI dashboard, AI-powered memo search, automated data pulls.
Day 5: One-click LP report generation, professional UI.
Day 6: Stripe sync, Google Sheets import, data validation.
Day 7: Launch + team training.
Results
- Portfolio review: 4 hours → 15 minutes
- Data accuracy: 70% → 99%
- LP reporting: 2 days → 1 click
- Saved $40K+ vs previous attempt