Our Services
Onshore your next build to save time, money, and headaches
Service Categories
Financial & Risk Modeling
Our financial and risk modeling services provide actionable insights to optimize decision-making and minimize uncertainty. We specialize in creating cash flow forecasts, sensitivity analyses, and risk assessments, empowering businesses to navigate challenges with confidence. With our models, you gain clarity, strategic foresight, and a competitive edge.
Financial forecasting and pro-forma financial statements
Economically-sensitive forecast models and econometric analysis
Push your assumptions with detailed stress testing, scenario analysis, and simulations
Business and asset valuation and investment due diligence
Project-based modeling and ROI
Pricing models to ensure you win more business and optimize your returns
Custom Analytics
Our custom analytics solutions transform data into actionable insights through dashboards, predictive modeling, and real-time reporting. We also offer data integration, trend analysis, and KPI tracking to empower businesses with clear, measurable outcomes. Unlock deeper understanding, improve efficiency, and drive smarter decisions with our tailored analytics tools.
Custom Dashboards for actionable insights
Development of KPIs and benchmarks to detect issues and keep your business on track
Connect your data via APIs and other modalities and implement data reconciliation to create one source of truth
Predictive model development, implementation, and performance monitoring
Cloud Database Engineering
Are you ready for a professional cloud database? Have you outgrown Airtable, spreadsheets, etc. or is your current backend an inefficient patchwork? We'll build you a solution using AWS, the leader in cloud for business. Our AWS backend (S3, Lambda, PostgreSQL) links to your app or front-end data capture, and can even be linked to existing tools like Quickbooks or Google Drive.
A professional, scalable, and secure database solution for your app or entire business
Development and maintenance of an AWS backend
Includes a PostgreSQL cloud database, Lambda for running automated scripts, S3 for storing files, and API Gateway for centralizing API connections
AWS is trusted by the largest organizations on the planet and is one of the least expensive ways to store data in the cloud
Automation
Our automation solutions streamline workflows with tools like GHL automations for lead nurturing, appointment booking, and email/SMS campaigns, as well as custom Python scripts for automating manual tasks like spreadsheet transformations, data entry, and report generation. Simplify complex processes, save time and money, and reduce errors with tailored solutions that fit your business needs.
Automate mundane tasks for increased accuracy
Development of Python scripts to automatically read and transform your spreadsheet-based process
Automated texts, emails, review requests, data capture, and more to save you time and keep your customers happy
Training and implementation of custom AI chatbots to help you scale your message and impact
Automate the creation of and posting of social media posts
Automation is one of our favorites, save time and reduce errors so you can stop working in your business and start working on your business (or take more vacations)
Websites & Widgets
We specialize in creating custom websites, interactive widgets, chatbots, and smart forms to enhance user engagement and streamline data capture. Whether you need a professional online presence, tools to simplify customer interactions, or systems to automate lead generation, our solutions are designed to integrate seamlessly with your business. Let us help you build the digital tools you need to succeed.
Tool Development
Our tool development service focuses on creating MVP apps and internal tools tailored to your business needs. From streamlined workflows (e.g. pricing engine, API connection, etc.) to feature-rich prototypes, we design solutions that help you test ideas, improve operations, and enhance productivity. Whether you're launching a new product or optimizing internal processes, our custom-built tools are designed for scalability and impact.
Lead-Gen & Funnels
Our lead generation and funnel service leverages advanced tools to identify and target intent-based leads, ensuring your efforts are focused on prospects actively searching for your solutions. We connect you directly to key decision-makers, streamlining your outreach and increasing conversion opportunities. By combining high-quality data with strategic funnel design, we help you efficiently attract, engage, and convert leads into loyal customers.
Done-for-you intent-based lead sourcing
We use a system that knows which organizations are currently searching for your offerings
We have 95% accurate contact information on the decision-makers in those organizations and pipe these leads directly into your CRM
Sales Studio Software
Ultimum Sales Studio is a powerful, all-in-one CRM solution designed to streamline your sales and marketing efforts. With tools to manage your pipeline, automate follow-ups, and track customer interactions, you can stay organized and close deals faster. Our platform also includes features for email and SMS campaigns, appointment scheduling, and advanced reporting, ensuring your business has everything it needs to grow—all in one place.
Strategic Consulting
Our strategic consulting services are designed to help businesses achieve sustainable growth and a competitive edge. We specialize in competitive analysis, pricing model optimization, market positioning, and tailored business strategies to meet your unique goals. With data-driven insights and expert guidance, we empower you to make informed decisions, outpace competitors, and unlock new opportunities for success.
Fractional CXO
We offer fractional CXO services to provide your business with expert leadership tailored to your needs. Whether you require a Chief Technology Officer (CTO) to drive innovation, a Chief Risk Officer (CRO) to navigate complex risk landscapes, a Chief Analytics Officer (CAO) to harness data for strategic decision-making, or a flexible CXO for dynamic organizations seeking versatility. With our support, you gain executive-level insights and guidance without the full-time commitment.
Speaking Engagements
Contact us to inquire about public or private speaking engagements. Topics are broad, from current business/economic events and technologies such as AI, to coaching and motivational speaking.
Speeches are delivered by Jerrod Appenzeller. He has presented at large industry events such as FICO World in Miami (2014), Plant Based Food World Expo in NYC (2021), and The Institute for Military and Veteran Families at Syracuse University (2024), in addition to speaking at several smaller events and delivering hundreds of college lectures.
Recently, Jerrod has volunteered his time to speak to members of our armed forces on the topic of mental health. Learn more about Jerrod on the about page.
Our Favorite Mental Models
First Principles Thinking
First principles thinking is a powerful approach embraced by forward-thinking companies. It involves breaking down complex problems or assumptions to their fundamental truths and building innovative solutions from scratch. By questioning conventional wisdom and not relying solely on existing frameworks or assumptions, we can uncover new perspectives and opportunities for our clients. First principles thinking encourages a deep understanding of the underlying principles and factors that drive a problem, enabling us to develop creative and unconventional strategies. This approach leads to fresh insights and breakthrough solutions that can drive significant value for clients.
The “80/20 Rule”
We embrace the 80/20 rule because we understand the power of focusing our services on the most impactful areas. The 80/20 rule, also known as the Pareto Principle, states that roughly 80% of outcomes come from 20% of inputs. We apply this principle by identifying the critical few factors that drive the majority of client results. By honing in on these key areas, we optimize efforts and resources, ensuring that our services deliver maximum value and impact.
The Flywheel Concept
Inspired by Jim Collins' renowned business strategy, the flywheel symbolizes a continuous cycle of momentum and growth. We believe that sustained success is achieved by relentlessly driving the flywheel, making incremental improvements that compound over time. Progress is often achieved through iterative cycles of learning and improvement. We encourage experimentation, embrace feedback, and continuously refine our strategies, ensuring that each turn of the flywheel builds upon the successes of the past. We aim to create a virtuous cycle of growth and success for our clients.
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