A team's two weeks of work, directed by one CEO in four hours.
At the client firm, the CEO directed Sofia through a project sized for three people and two weeks. Each square is an hour.
240 Three people for two weeks
4 One CEO directing Sofia
One person, multiplied
In a normal week, and on the projects that used to wait.
- 2×a typical person's output, working with Sofia
- 5×used full time, one person does five people's work
- 60×faster on a three-person, two-week project
Two case studies, one result
A client firm and our own. In both, people get far more done than they could alone.
2,000+ hours of professional work in seven months
People across the firm put Sofia on the work their clients rely on, from models and memos to reconciliations and reports. Every role found a use for her.
ExploreA team that works like one twice its size
We run our own firm on Sofia, from pipeline and CRM to daily operations. Our heaviest full-time user does the work of five people.
ExploreEvery role at the client found its own use
People in very different jobs put Sofia to work on their own priorities.
- CEODirected a team's two-week project in about four hours.Explore
- PartnerClient memos that took an hour or more, now 10 to 15 minutes.Explore
- Research leadHundreds of diligence records in one summer, every figure checked.Explore
- Client relationship leadMeeting notes in about five minutes instead of 30 to 45.Explore
- Compliance leadMeeting follow-ups drafted fast and ready to review.Explore
- Client-facing teamA client-activity report on each person's whole book, every Monday, unasked.Explore
“Sofia is a huge game changer for us.”
The deliverables, and what each one was for
Each deliverable answered a question, settled a decision or protected a client relationship.
- XLSXA buyout model and its client deckRevised four times in two days, saving days of analyst work.
- DOCXAn investment-committee memo from a full data room20+ hours of drafting, done with under an hour of direction
- RECORDSDiligence on dozens of managers in one summerHundreds of analyst hours, with every figure checked by the research lead.
- XLSXA reconciliation that caught a seven-figure differenceFound on a single balance-sheet line, before it reached the client
- XLSXA fee audit across thousands of accountsBilling checked against fee schedules on every single account
- BATCHPaperwork for a group of related entitiesDozens of letters and filings, each in its institution's required format
- ANALYSISClient analysis that finds new revenueNew revenue opportunities the firm can bring to its clients
Case study: how we run FINdustries on Sofia
Our pipeline, our relationships and our daily operations all run through Sofia.
A CRM rebuilt in one working session
Sofia rebuilt our whole sales pipeline in a single sitting, and our meetings now turn into tasks and CRM notes without anyone asking.
ExploreHundreds of contacts, kept current
Sofia keeps hundreds of contact records current and personalizes our outreach to each one.
ExploreDaily operations, on schedule
Scheduled jobs run our day, from morning briefings to meeting follow-through and a daily summary. Nobody has to remember to start them.
ExploreQuestions firms ask
Will our firm see results like these?
The Sofia Assessment maps your systems and values your recurring work, so you see what Sofia is worth at your firm. You keep everything it delivers. Then you decide.
How does one person direct a project that needed a team?
You give Sofia the goal and the material. Sofia plans the work, hands parts to specialist agents and combines the results, and asks you a structured question when she needs a decision. A person at your firm reviews what comes back.
Why does Sofia get more done than a chat assistant?
Sofia is connected to your systems, so she works with your real data. She knows your firm's context. And when one of your people finds a better way to do something, it becomes a skill Sofia uses for everyone.
Can we rely on the work?
Sofia checks her sources, and you can ask where any figure came from. A person at your firm reviews the work before it goes out. On the diligence records, the firm's research lead checked every figure.
What does FINdustries use Sofia for?
Our pipeline and CRM, hundreds of client and prospect relationships, meeting follow-through and the scheduled jobs that run our day. Our heaviest full-time user does the work of five people.
Bring the project you couldn't staff this quarter.
Score your firm when it suits you, or talk to our team about the first project you'd hand Sofia.