Now Selecting Equity Partners for 2026

Install your
unfair advantage.

We design, build, and run a unified AI operating system — the Vanguard Operating System (vOS) — that turns operational drag into durable competitive edge. For visionary leaders at high-growth companies.

10x–100x
Asymmetric upside
90 Days
To first production
End-to-End
DFY execution
The Problem

Your operations are costing you more than money.

You're losing time to manual handoffs, brittle automations, and siloed data. Experiments stall before production, and every new sale adds friction instead of momentum.

Manual handoffs and duplicated work eating into every team's bandwidth across the company.

🔀

Disconnected tools and shadow IT creating data silos that cripple decision-making.

🧪

Experiments that never ship to production — innovation dies in the sandbox.

📉

Unclear ROI from AI initiatives and missed first-mover advantages eroding your edge.

CRM
ERP
Slack
Sheets
???
The Solution

We build your business's
central nervous system.

The answer isn't another tool — it's a unified operating layer. Using our proprietary Vanguard Operating System (vOS), we integrate your data, workflows, and AI into one orchestration platform that compounds advantage over time.

🎯
Thesis Layer
Define the automation thesis, ROI model, and first wave of asymmetric bets
🏗️
Foundry Layer
Unified data and workflow backbone with governance-by-design
🔬
Pilot Lab Layer
Controlled experiments promoted to hardened, revenue-grade production
📡
Command & Care Layer
Ongoing management, monitoring, and quarterly roadmap sprints
Core Services

Our end-to-end system,
delivered.

From thesis to production to compounding — one accountable team installs the full operating advantage.

01

Vanguard Thesis Sprint

A rapid, founder-led discovery sprint that defines your automation thesis, the ROI model, and a prioritized 90-day execution roadmap.

02

vOS Foundry

We architect and build your unified automation and AI layer with event-driven orchestration, governance-by-design, and turnkey automations.

03

Pilot Lab

A continuous pipeline of bleeding-edge pilots — LLM copilots, agentic workflows, custom integrations — promoted to revenue-grade production.

04

Command & Care

Ongoing management, monitoring, and optimization. 24/7 monitoring, model updates, and roadmap sprints so performance compounds.

How We Work

A clear path to
compounding advantage.

Phase 1

Thesis Sprint

Map reality, quantify ROI, and prioritize the highest-leverage bets.

Phase 2

Foundry

Build the unified data and workflow backbone with governance-by-design.

Phase 3

Pilot-to-Production

Ship targeted pilots, validate impact, promote winners to production.

Phase 4

Command & Care

Ongoing management — model updates, new integrations, quarterly sprints.

Supporting Modules

Everything you need,
all in one place.

We select and sequence the right modules during your Thesis Sprint to maximize asymmetric upside across every function.

Sales

SignalScore vOS

AI-weighted lead scoring that elevates highest-propensity buyers in real time.

Sales

Quote-to-Cash Autopilot

Full lifecycle from proposal to invoicing — triggered on deal close.

Sales

CallSense Co-Pilot

AI co-pilot: transcribes calls, extracts intent, pushes insights into CRM.

Sales

Handoff Relay OS

Zero-friction sales-to-delivery handoff with complete project packages.

Sales

Dormant Deal Reactor

Targeted re-engagement plays for stalled opportunities.

Sales

CRM Integrity Audit

Forensic audit to purge bloat and standardize CRM data.

Sales

AE Meeting Concierge

Scheduling assistant — booking, reminders, auto post-meeting tasks.

Marketing

Growth ROI Command Center

Unified dashboard: ad, social, web, CRM. See spend, CAC, LTV at a glance.

Marketing

Content Cascade AI

Transform long-form into platform-optimized clips, posts, and emails.

Marketing

Adaptive Persona Nurtures

Behavior-aware sequences that adapt messaging in real time.

Marketing

Voice of Customer Turbine

Automated testimonial capture and syndication across platforms.

Marketing

Campaign Launch Orchestrator

Templated launch system with dependency tracking and readiness checks.

Marketing

EventSync Pipeline

Connect events to CRM, auto-enrich leads, launch segmented follow-ups.

Marketing

MarTech Rationalization

Cut tool sprawl, consolidate overlaps, harden integrations.

Operations

White-Glove Onboarding

Zero-friction client onboarding — comms, docs, provisioning, kickoff.

Operations

Intelligent Support Router

AI-driven ticket classification and routing for instant resolution.

Operations

Proactive Project Pulse

Auto-generated weekly client updates — status, risks, next steps.

Operations

Client Nexus Hub

Unified portal: conversations, files, decisions, timelines by account.

Operations

NPS Watchtower

Automated NPS surveying, trends, and risk alerts for at-risk accounts.

Operations

Capacity-Aware Resource OS

Auto-match skills to projects. Balanced capacity, fast starts.

Operations

Client Offboarding

Standardized end-of-engagement with referral triggers.

Admin & HR

Day One Autopilot

Provision accounts, training, intros, role checklists — automated.

Admin & HR

AI Knowledge Nexus

AI-searchable knowledge hub across Confluence, Drive, Slack.

Admin & HR

LeaveFlow Autopilot

PTO requests, approvals, calendar and payroll sync.

Admin & HR

Zero-Access Offboarding

Timed access revocation across all systems with audit trails.

Admin & HR

Talent Pipeline OS

Streamlined recruiting inside your ATS.

Admin & HR

Culture Pulse Analytics

Anonymous feedback with sentiment analysis and trend alerts.

Admin & HR

Internal Broadcast Hub

Automated company announcements with targeting and analytics.

Finance

Receivables Accelerator

Intelligent reminders and escalation paths to reduce invoice aging.

Finance

CFO Command Center

Executive-grade dashboard: pipeline, revenue, cash, cohorts.

Finance

Smart Expense Capture

Submit via email or Slack with AI categorization and policy checks.

Finance

Autoreconcile Engine

Auto-reconcile bank statements against your ledger.

Finance

SaaS Spend Guard

Inventory subscriptions, flag redundancy, alert before renewals.

Finance

Policy-Aware Approvals

PO workflow routing by department and threshold with audits.

Strategy

Customer 360 Warehouse

Unified data layer merging Sales, Marketing, Support.

Strategy

Mission Control

C-suite dashboard. One version of truth, zero reporting theater.

Strategy

Competitive Intel Radar

Monitor competitors' signals with weekly digests.

Strategy

Risk Sentinel AI

Early risk detection for compliance and delivery slippage.

Strategy

Data Governance Framework

Policies, naming standards, quality checks across systems.

Strategy

Security & Access Hardening

Audit and harden with least-privilege access.

Strategy

Executive Pulse Dashboard

Automated KPI scorecard for leadership.

Strategy

Strategic Portfolio Navigator

Live dashboard of initiatives, milestones, risks.

Strategy

AuditReady Data Engine

Automated compliance evidence packaging.

Strategy

Operating Blueprint Workshop

Visual process mapping to pinpoint friction and select plays.

Who We Serve

Built for visionary leaders.

If this sounds like you, we should talk.

🚀

Scaling CEOs & Founders

You've achieved traction, but internal complexity is compounding. Manual processes can't keep up with your ambition.

⚙️

COOs & Heads of Ops

You need a unified system, not another tool. Operational bottlenecks are slowing delivery.

🔮

Tech-Forward Visionaries

You view technology as an offensive weapon and invest in experimental projects for outsized payoff.

Partnership Model

Shared risk.
Shared upside.

We don't bill by the hour — we invest alongside you. Choose the track that fits your stage.

Recommended for High-Growth

Equity Partnership

For select partners, we exchange reduced fees for equity or a formal JV. Our success is structurally tied to yours.

Zero or drastically reduced upfront costs
Milestone-based vesting and performance triggers
Full vOS build, pilots, and managed operations
Buyback and conversion options built in
Capacity-limited — select partners only
Apply for Partnership
Traditional Path

Fixed-Fee Engagement

If equity isn't the right fit, we offer a fixed-fee build and managed services retainer. Same vOS, same team.

Clear, predictable project pricing
Full vOS methodology and delivery
Optional managed services retainer
Dedicated program lead
Discuss Pricing
Why Us

What makes vOS
different.

Vanguard Operating System

A field-tested methodology unifying data, workflows, and AI with pilot-to-production discipline. Eliminate guesswork and ship outcomes faster.

🎯

End-to-End Delivery

Strategy, architecture, build, pilots, launch, and managed optimization — handled by one accountable team. Zero vendor wrangling.

👤

Dedicated Program Lead

A single expert owner accountable for scope, quality, timeline, and ROI — integrated with your leadership cadence.

Resources & Insights

Deep expertise,
freely shared.

Pragmatic tools and frameworks for visionary operators.

Questions

Here are questions
we get most.

How does the equity partnership model work?
+

For select partners, we exchange reduced fees for equity or a formal JV. Equity vests on milestone delivery and performance triggers, with governance, reporting, and optional buyback clauses. We cap equity partners to protect execution quality.

What if the equity model isn't right for us?
+

We offer a traditional fixed-fee build with managed services retainer. Same vOS methodology, same team, same outcomes — just a different commercial structure. We'll recommend the best track during the Thesis Sprint.

Who is Automation Xperts built for?
+

Founders, CEOs, COOs, or Heads of Ops at high-growth SaaS, B2B services, or complex e-commerce companies. You've achieved traction but are constrained by operational inefficiencies. You value speed and certainty over cheap fixes.

How long until we see results?
+

The Thesis Sprint delivers your roadmap and first production systems within 90 days. From there, we ship proven automations on a regular cadence. Results compound quarter over quarter under Command & Care.

What does "Done For You" actually mean?
+

After discovery, we handle strategy, architecture, build, testing, launch, and management. You get regular reports and a dedicated program lead — zero burden on your team. Your time stays on strategy and growth.

How many partners do you work with at once?
+

We cap active equity partnerships to protect execution quality. This is a conviction-led portfolio. We select partners where our work can create 10x–100x advantage.

Ready to build tomorrow's
operating system today?

Let's install the strategic asset your growth deserves — and compound from there.

Book a Vanguard Thesis Sprint