Jump to
Services
How We WorkGrowth AdvisoryAI Transformation Advisory
Firm
Who We ServeThe Value ArchitectureTeam
Proof & Perspectives
ResultsPerspectivesFAQ
Products
Aequalis Product SuiteAequalis Payer IntelligenceAequalis Transparency
Client LoginTalk with Us
Home›Results
Results

Outcomes we've delivered, one engagement at a time.

Selected case studies across our two practices, Growth Advisory and AI Transformation Advisory, for health plans and payers, HealthTech and MedTech companies, and the investors backing them. Each is a real engagement with the problem we took on, the work, and what it returned.

10 engagements
AI Transformation · HealthTech

Clinical Data Intelligence Platform

52 targets
from ~4,000 clients in 8 weeks; $60M new-business opportunity identified

A Claude-assisted market assessment narrowed about 4,000 client relationships to 52 named risk-bearing targets and a board-approved payer go-to-market, run by a two-person team.

Engagement
AI-enabled go-to-market assessment, December 2024 to March 2026
Claude in production
Claude Cowork and Claude Code; Claude Sonnet ran the client segmentation
Focus
Top-down and bottom-up market sizing, client segmentation, buyer maps, a Pilot Support Program, then Phase II dashboards, KPI reporting and sales training
Impact
52 targets (24 top priority) from ~4,000 clients in 8 weeks; $60M new-business opportunity identified; 2-person team in place of 6 to 8; sales-to-CS handoff 4 to 6 weeks down to 2
01 / 10
Perspectives

The thinking behind the work.

All perspectives →

Bring us your growth or AI problem.

We start by sizing the opportunity and proving it before we scale it. Tell us where the value is stuck.

Talk with Us