From AI Strategy to Governed RFP Intelligence
A buy-side asset manager evaluated how AI could improve client responses, preparedness and compliance while preserving operational accountability and pre-existing workflow investments.
Selected work showing how high-stakes mandates were turned into clearer decisions, accountable execution and measurable operating evidence.
InteliGems Advisory helps boards, investors and executive teams determine whether they are facing an execution issue, a product issue or a weakening business thesis and carry that decision into operating change rather than leaving it as a recommendation.
A buy-side asset manager evaluated how AI could improve client responses, preparedness and compliance while preserving operational accountability and pre-existing workflow investments.
Advisory supported an orthopedic manufacturer’s board decisions on whether to scale, using buyer-specific economics, clinical workflow fit and commercial evidence under bundled-payment risk.
Applied a custom case tagging framework for pinpointing evidence. The team reviewed approximately 100,000 mixed records against deposition deadlines while preserving privilege, source traceability and counsel control. Curation cut first-pass from 42 days to 2.5 days.
Troubled Medicaid/MMIS programs across New Hampshire and Montana faced chronic schedule slips and contractual damages exposure. The principal reset governance, staffing, release discipline and executive reporting within a $1.5B state-healthcare portfolio, moving the programs out of reactive escalation and placing contractual damages and SLA exposure under formal recovery management. Rationalized EPMO resources and delivery staffing to address chronic delays and execution risks.
Results:
PE-backed expansion needed faster registry launches, but each new program faced a proprietary EDC system path of more than $1M to build and $250K a year to support. InteliGems led an EDC and data redesign that informed the board’s platform decision, incorporating governed data design supporting 21 CFR Part 11 controls, pharmacovigilance safety feeds and specialist workflow. New registries avoided that cost structure, freeing scarce specialist capacity for new business.
Results:
A national enterprise technology-delivery account generated approximately $28M in revenue. The principal introduced higher-value testing, outsourcing, and consulting offers, secured executive sponsorship for broader mandates, and paired new revenue with the delivery capacity to execute.
Results:
As meeting-intelligence competitors grew from roughly 10 to 80, the question was no longer what to ship. It was to stop funding and what to repurpose. As an owner-operator with capital at risk, the principal redirected capital, technical capacity, product development and GTM into private, governed AI for regulated enterprise work.
Results:
High-volume export-control review of scientific research was consuming scarce specialist time on false alarms while dual-use risk and compliance rules kept changing. InteliGems designed and built an air-gapped, governed first-pass AI system with guardrails that scored compliance risk, assembled audit-traceable source evidence and escalated only cases that warranted specialist judgment. Specialists retained final determination; the reported evaluation cut noise and turnaround time.
Results:
High-consequence quasi-judicial records require source-linked, inspectable evidence, not pattern matches. A forensic e-discovery review of a 58-page hearing-examiner ruling and related record linked claims to underlying documents, screened false positives and classified recurring bias mechanisms across seven categories. The findings were published to support the examination of viewpoint fairness, representation and potential judicial bias.
Results:
A proposed $1M+ license depended on roughly $300K in annual emergency-department avoidance value, leaving the investment case below the buyer’s hurdle. The advisory work rebuilt the case as four locally testable value pathways with explicit clinical, digital and financial owners. The result was a stronger buyer decision model that opened the door for deeper enterprise sales conversations.
Results:
A real-world clinical evidence organization considered a universal tablet workflow to improve data timeliness and reduce manual work. InteliGems led field research at multiple sites and found ~25% of providers were unwilling to go fully digital. Facing provider disenrollment risk, the fieldwork showed that operating value and adoption friction sat in different workflow roles. InteliGems architected a 3-channel model to protect site retention, avoid custom software builds and reclaim specialist capacity.
Results:
A military-tested IV platform had 10 plausible civilian markets and no clear first buyer. The wrong beachhead risked wasted capital, retooling, and regulatory filing cost. InteliGems led customer discovery across those segments, evaluating workflows, unit economics and key opinion leader evidence and compressed validation from 90 days to 30 days. The sprint issued a No-Go on Urban EMS, prioritized large-animal field veterinary care against a $498.4M modeled TAM, and advanced a qualified buyer pipeline and master distribution terms. Leadership left with a board-ready advance-or-stop gate before further regulatory and capital commitments.
Results:
A health-risk analytics startup had validated genomics science but no repeatable B2B path. As fractional Chief Commercial Officer, the principal halted a capital-heavy consumer app direction, prioritized enterprise segments, and built the offer, pricing, contracting, and sales operating pieces needed to sell into healthcare and life insurance. Channel and enterprise pipeline discussions were advanced against a defined commercial system rather than another product feature cycle.
Results:
A 1,100-person global account faced eroding margin, unfavorable contract terms, late delivery, QA penalties, turnover and costly execution. With $90M P&L accountability, the principal reset pricing and estimation, billability, higher-value solutions, quality controls and executive sponsorship so commercial commitments and delivery capacity moved together.
Results:
The founder/CEO moved a healthcare technology business from services toward scalable subscription products, building six solutions, raising financing and scaling the team to ~ 100 people. The eventual IMS Health acquisition demonstrates full-cycle company-building experience.
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