For businesses with real operational complexity

Find what’s holding your business back. Then solve it together.

We help businesses find the operational bottlenecks costing them time, money, and growth — then build whatever actually removes them: a new workflow, an automated process, an AI system, or some combination. No strategy deck. No software to figure out. We build it with you and put it to work.

Get the diagnosis for free. Only pay to fix it.

How we are different

An automation agency automates one process at a time. An AI consultant tells you what’s possible. A software company sells you a product and leaves you to make it fit. We do none of that. We find what’s actually holding your business back and build whatever fixes it — and you own it outright.

Some of the problems we can help solve

Every business has something getting in the way.

Sometimes it’s obvious. Often it isn’t. Not an industry list — a problem list. A 20-person manufacturer, a property manager, a specialty distributor, a professional firm, and a home-services company can all recognize themselves below. If one of these is costing you real time or money, that’s where we’d start.

01Sales & new business

Leads That Disappear

New inquiries sit in an inbox. Follow-ups get forgotten. Proposals take too long to go out, and by the time one does, the prospect has moved on.

Service firmsAgenciesDistributorsContractors
Every inquiry answered within minutes
Nothing warm goes cold

Lead response tracker

Inbound inquiry — replied within 8 min

100%

Proposal follow-up — 3rd touch due

62%

Warm lead, gone quiet 11 days

28%

02Delivery & operations

Work That Gets Stuck

Projects depend on people remembering what is next. Status lives in meetings, email, and spreadsheets instead of one place anyone can check.

Professional firmsProject-based shopsField servicesManufacturers
Nothing slips without someone noticing
One place to see what is at risk

Delivery status

Phase 2 build — on track

91%

Vendor deliverable — awaiting sign-off

54%

Internal handoff — stalled 4 days

19%

03Financial operations

Money That Leaks

Invoices go out late, work goes unbilled, receivables age past 90 days, and nobody has one clean picture of where the cash actually stands.

Any business with a billing cycleRetainer-based firmsProject shopsTrade businesses
Billing keeps pace with work performed
Aging receivables get chased automatically

Cash position

Invoiced same day as delivery

96%

Receivable — 45 days out, follow-up sent

51%

Unbilled time flagged this week

23%

04Institutional knowledge

Knowledge Trapped in People

Your best processes exist in someone’s head. When they’re out, on vacation, or gone, everything they touch slows down or breaks.

Owner-run businessesGrowing teamsMulti-location operatorsBusinesses with one key person
Procedures live in the system, not just a person
New hires ramp against a real record

Process coverage

Onboarding procedure — documented

100%

Escalation path — partially documented

47%

Renewal process — lives with one person

15%

05Visibility & direction

Management by Gut Feel

You have dashboards everywhere and still can’t say, with confidence, what’s actually constraining the business right now.

Owner-operatorsMulti-partner firmsGrowing teams without a back office
Goals and reality connected in one view
One flag: the thing to fix while it’s cheap

Weekly constraint review

Goal vs. actual — on pace

84%

Capacity vs. pipeline — tightening

46%

This week’s flagged constraint

100%

06Something specific to you

Something Else Entirely

Your constraint might not look like any of the five above. That’s the point — we start with what’s actually happening in your business, not a category it has to fit into.

Any businessAny industry
We start with your problem, not our list

What we start with

Every business is different

100%

We start with what’s actually happening

100%

Illustrative preview — client names and figures are for example only.

How we work

Find it. Design the fix. Build it.

We don’t start with a piece of software or an AI pitch. We start with what’s actually slowing you down, then work out what it will really take to fix it.

01

Find it

We look at what’s actually costing you time, money, or growth, not just where it shows up.

02

Understand it

We dig into why it’s happening, not just where it shows up, so we fix the cause instead of the symptom.

03

Design the fix

AI might be part of the answer. So might a cleaner workflow or better data. We design whatever actually solves it.

04

Build it

We build it into your business, using infrastructure we’ve already built where it fits.

05

Put it to work

It runs. You stay in the loop on what needs your judgment. The rest happens on its own.

What you get first

You get the diagnosis for free. You only pay to fix it.

Tell us what’s slowing you down, and you don’t just get a call booked. You get a short written brief: what we think is actually happening, what’s causing it, and what we’d change if you asked us to fix it.

No cost, no obligation. You only pay if you want us to build it, and if it turns out not to be worth fixing, we’ll tell you that too.

Your diagnostic brief

What we found

The specific things costing you time or money

How it works today

Your current process, mapped out

What we’d change

The fix we’d propose, and what’s deliberately out of scope

How you’d know it worked

The metrics we’d track

What we’d still confirm

Before any work starts

Illustrative preview — every brief is built around what you actually tell us.

The proof

We don’t just tell you what to do. We build it.

The fix might be a redesigned process, the right training or hire, or new technology altogether — whatever actually solves it. When it does call for software, automation, or AI, we build it into your business on infrastructure we’ve already built to connect your data, processes, people, and AI agents, so we’re not starting from scratch every time.

Every client, invoice, and inbox message lands in one place instead of five. Agents handle it in the background. You see what got done the moment you log in.

This is an example of the systems we’re capable of building, not something we’re asking you to buy on its own. Your system would be shaped around the problem we’re solving together.

app.okaforreinholt.com/helm

Okafor Reinholt LLP

Business law · 3 people

FocusPulseRadar
Everything’s running normally — checked 12 minutes ago

Needs your attention

Invoice #1042 is 6 days overdue

Nimbus Ridge Outfitters — $2,150 outstanding, no response since the second reminder.

Review

Verdtrue Foods financing docs need a partner review

Series A supplier agreements are drafted and waiting on sign-off before Friday.

Review

Kessler Orthodontics engagement is behind pace

Average time to first deliverable is 61 days against a 45-day target.

Review

A new referral inquiry hasn’t been answered

Came in through the contact form 14 hours ago — no reply logged yet.

Review

Snapshot

84
On track6
At risk1
Behind1

$2,150 outstanding

2 open · 1 overdue

$41,380

Huntington Business Checking

1 pending

Verdtrue engagement letter

Your AI agents

7 working for you

Otis

Ask it anything, anytime

Operator

Keeps delivery on track

Scout

New business & proposals

Concierge

Client kickoff & success

Ledger

Invoicing & bookkeeping

Compass

Weekly direction & trade-offs

Relay

Client & vendor email context

Recent activity

Live
08:52ScoutReplied to a new inquiry — referred by Harborline Logistics
09:05ConciergeSent kickoff packet — Verdtrue Foods
09:14RelayReplied to a client email — Verdtrue Foods
09:20LedgerMatched a receipt, $340 — Fulton Market Workspaces
09:26CompassFlagged the Q4 revenue goal as at risk
09:31OperatorFlagged at-risk delivery — Kessler Orthodontics engagement
09:41OtisSent the daily brief — 4 items need you
9:41

Focus

Okafor Reinholt LLP

Send invoice reminder

Nimbus Ridge OutfittersOverdue 6d

Review Series A supplier docs

Verdtrue FoodsDue today

Draft engagement letter

Kessler OrthodonticsDue today

Respond to new referral inquiry

Unassigned contactOverdue 1d

Sign off on proposal

Harborline LogisticsDue tomorrow
Focus
Pulse
Radar
Otis

Modeled on the real business OS UI — client and financial details shown are illustrative.

What that can look like

Whatever actually solves it.

Sometimes that’s an AI agent. Sometimes it’s an integration, a rebuilt process, or an internal tool nobody’s made yet. What we build depends entirely on what’s actually broken.

AI agentsWorkflow automationInternal softwareData systemsIntegrationsOperational dashboards

The team

Not one generalist. The right expert for the problem.

Mike leads the diagnosis. Adam leads delivery. When the fix calls for deep technical work or licensed domain expertise, they bring in specialists from Catalyst's bench — people doing that work today, not a product team guessing at it.

Partners

Mike Anderson

Mike Anderson

Partner, Diagnosis & Strategy

Mike has spent his career finding waste and inefficiency inside large organizations, then removing it. At EY, he ran a Six Sigma initiative that cut more than $5M in operational waste from a 100-person quality organization. At Freedom Mortgage, he led an operational overhaul of a 400-person organization across 24 teams, redesigning how the group worked to make it faster and leaner. Fifteen of those years were also spent building and running his own businesses.

Background

EYWarner Music GroupThomson ReutersGilt GroupeFreedom Mortgage
Adam Elfiky

Adam Elfiky

Partner, Delivery & Client Success

Adam has spent his career leading delivery and driving customer success inside the world’s largest financial institutions and professional services firms. As a Director at KPMG, he owned client engagements from kickoff to close, aligning with client leadership, managing delivery teams, and holding outcomes to schedule and budget. Earlier, he led enterprise program delivery for Morgan Stanley, Bank of America, and Barclays Wealth Management.

Background

KPMGMorgan StanleyBank of AmericaBarclays Wealth Management

Advisors

Eric Chu

Eric Chu

Responsible AI Advisor

Rob Levin

Rob Levin

Growth & Marketing

Liz Cuccinello

Liz Cuccinello

Legal Advisor

Eric Harlovic

Eric Harlovic

Finance Advisor

Technical specialists

The two people we bring in when an engagement’s constraint is technical — security, data, or integrations that don’t exist yet.

Matthew AndersonCloud & Infrastructure

~20 years in cloud and infrastructure architecture, including a decade-plus at a top consulting firm. Brought into engagements where the constraint is technical: securing sensitive data, recovering from failure, and deciding exactly what an AI agent is allowed to touch.

Where they get pulled in

Cloud ArchitectureData SecurityNetwork SecurityEncryptionAccess ControlIncident Response
Kyle ReagleFull-Stack & AI Engineering

7+ years as a full-stack engineer, currently building AI-powered features on a healthcare data platform in production. Brought in when the fix means connecting systems that were never built to talk to each other, or building something that doesn’t exist yet.

Where they get pulled in

Full-StackAI/LLM IntegrationData PipelinesData PortabilityAPI SecurityModel Evaluation
The bench

The right expert, whenever the problem calls for one.

Catalyst keeps an ongoing bench of practicing CPAs, attorneys, fractional COOs, and specialists across marketing, operations, and compliance. They join engagements to help diagnose what’s actually broken and shape the fix in their field, then keep reviewing the system’s logic on an ongoing basis, not just once at launch. When something needs a license Catalyst can’t hold, they take it on directly, at their rate, and Catalyst never takes a cut of it.

Practicing CPAsAttorneysFractional COOsMarketing & GrowthCompliance & Industry Specialists

FAQ

Common questions.

The mechanics of owning a platform instead of renting one, answered plainly.

Get started

Tell us what’s slowing you down.

A few questions about the problem, not a sales form. We review every submission personally — no bots, nothing to buy here — and we’ll take a look and let you know honestly if we think there’s something worth digging into.

Usually reviewed within one business day. No sales call required.