A boutique firm that cut payroll 83% with agents, and hit the wall where voice, CRM and relationship data stop working.
Every use case below was described by an operator in this vertical — straight from customer discovery interviews with the operators themselves.
An autonomous social-media workflow agent that researches current industry keywords, creates content and captions using a firm’s branding, prepares posts, and sends the operator a final approval notification before publishing.
"I want it to go like from A to Z. I want it to actually like like immediately just it knows my industry. So it does the content, it writes the prompts, it like actually posts or it writes the keywords."
A configurable M&A platform that provides the common AI workflow infrastructure for valuation preparation, due diligence, data-room preparation, seller interviews, and buyer outreach, while allowing firms to customize industry logic and data.
"in M&A specifically, this whole infrastructure, that would be rad. That would be rad because it is very tailored, like what we've built out."
Operators on Artificial Reality named 2 AI use cases in M&A Advisory:
The pain points operators described are: The guest currently has to prompt multiple individual marketing steps and remains too involved in the workflow. and The guest built tailored AI infrastructure herself and says a reusable M&A-specific foundation would reduce the need to build workflows from scratch..
Named on the record in this interview:
Chrissy McDannell, Owner, in conversation with host Galina on Artificial Reality.
Every claim links to the quote it came from.
Media + GTM partnership
I'm Galina Fendikevich. I host the Artificial Reality podcast and work with a small number of teams on distribution, positioning, and warm introductions to the operators I interview. Tell me which opportunity you're solving.
What that looks like
