Cortex is the synthesis layer for operating businesses.
Reads across every silo and encodes how your team actually operates. Just ask Cortex any question like you’d ask your sharpest colleague.
Everyone’s calling you and your CEOs about AI.
Every SaaS vendor is bolting AI on.
HubSpot has Breeze. Salesforce has Einstein. ServiceTitan has Copilot. The value of code is going to zero, and every vendor is racing to wall in their own AI. You end up with a dozen assistants, each trapped in its silo.
Every consultant is pitching a point AI solution.
"Let us help with AI for marketing." "...for finance." "...for ops." Each pitch is reasonable in isolation. Stitched together, you’d be integrating fifteen vendors and still not have the answer.
Each silo is getting smarter. The business isn’t.
Better forecasting in CRM. Better routing in field ops. Better lead scoring in marketing. None of it connects. The view that matters, the company-wide synthesis, still doesn’t exist.
Your CEO is buried.
Every operating CEO is the synthesis layer for the business. Pulling data from a dozen dashboards. Remembering what someone said last week. Connecting the dots across silos. Between board prep and putting out fires. They’re good at it. But synthesizing the business is full-time work, and they only have one brain.
One brain has a ceiling.
Cortex gives you a million.
The synthesis and knowledge layer for operating companies.
No new dashboard. No new tool to learn. Ask Cortex the way you’d ask your sharpest colleague, in plain English, in the channels you already use.
Source answers in seconds, not days. Surface issues before they arise. Knowledge that compounds.
Captures how your company actually operates.
Encodes it. Gets sharper every week.
Cortex sits above the platforms you already run and reads across every silo: CRM, ERP, FSM, support, email, transcripts, chat. It captures what matters, encodes the judgment your best operators carry, and returns the right answer the moment a question is asked.
Your systems hold the data. Cortex turns that data into operating intelligence your team and tools can use, every day. Every correction loops back as a rule, so the next answer is sharper.
Leaders stop waiting for the dashboard. Operators don’t start from zero.
You can have a conversation with your company.
Plain English. Cortex pulls every silo together.
HVAC roll-up. A $250 repair, or a $10K install?
B2B SaaS churn. A churn problem dressed up as a cash-flow problem.
Three things changed. And the order matters.
“80% of every engagement was data integration, not the insights everyone was paying for.”
The data plumbing is solved.
Cortex reads your data where it already lives. Every CRM, every spreadsheet, every email thread, every call transcript. No warehouse to build. No pipelines to maintain. No vendor upgrade that breaks everything six months in.
The AI is finally good enough.
Today’s models can connect a customer complaint to a renewal risk, or a stalled deal to a contract clause, without losing the thread. Two years ago this would have been a demo. Today, paired with the operator judgment we build in (the rules that tell it which signals matter), it’s a product.
The math works for the mid-market.
Compute and model costs are an order of magnitude lower than two years ago. What used to require Fortune 500 budgets is now a 4-week paid pilot. A $20M to $200M operator can finally afford the kind of intelligence the F500 has had for years.
The integration tax is gone.
Anonymized, but verbatim.
“What’s not to love?”
“Not to be effusive, but wow.”
“Very impressive to see this across the ecosystem.”
We don’t sell software. We do the work.
SaaS companies sell you seats. We deliver the knowledge layer.
Operator experience and judgment are the moat. The software is a commodity.
The Setup
We sit down with the CEO, review the tech stack, understand the operational workflows, and deliver a roadmap gratis within 48 hours.
The Pilot
In 4 weeks, we deliver a targeted module built on top of the knowledge layer that solves one specific pain point. Month-to-month, cancel anytime.
The Build
Over the next 4-5 months, we build out the complete knowledge solution. You can cancel at any time if value isn’t compounding.
The Hand-off
After the build is complete, we hand it off to the portco. No ongoing SaaS fee. You own the synthesis.
NO SaaS license
You are not paying for a product. You are paying for the work.
NO per-seat pricing
The whole org gets the synthesis. No one is gated behind a license.
NO ongoing SaaS fee
After hand-off, the only ongoing cost is an optional, minimal maintenance fee. Cancelable when you choose.
NO vendor lock-in
The synthesis lives inside your business. Not on our cloud. Not behind our login.
When the build is done, the synthesis lives inside your business. Not on our cloud. Not behind our login.
Multi-site operators with multi-system stacks.
- Mid-market operator ($20M–$200M revenue) with operations spread across CRM, ERP, FSM, support, and finance. The CEO is reading reports from a dozen tools and connecting the dots manually.
- You’ve grown via acquisition, or you’re planning to. Acquired companies bring their own systems, and "real integration" is a project that keeps getting deferred. The cost shows up in EBITDA, customer experience, and exit readiness.
- You’re a PE firm with services-shaped portcos and you want to scale operator know-how across the portfolio, not just license another tool.
- No executive willing to engage during setup and the build. We need operator judgment in the early phase to encode what matters for your specific business. The work is heaviest at the start, lighter after hand-off.
- Single-system companies where the data is already consolidated. We’re built for cross-silo synthesis, not single-system optimization.
We have sat in the seat the CEO is sitting in.
Christian Senye
McKinsey, Advent Private Equity. Then built and scaled a services business from 2 people to 700+, $50M revenue, profitable, in 18 months. Exited successfully. Cortex is the platform he wishes he’d had when he was operating. Wharton MBA.
David Birnbaum
20+ years as an investor. Patricof / Apax Partners, Goldman Sachs, Five Four Ventures. Wharton MBA (learning teammate with Christian). Brings deep PE relationships and board-level operator experience.
Engaged with several mid-market operators, with fund-level conversations underway at multiple top mid-market PE firms.
To ensure quality execution, we limit new partnerships to two per quarter.
We operate exclusively via warm introductions.
If you’d like to proceed, the next step is a 30-minute conversation to learn about your fund and portfolio. We love meeting smart people and sharing our playbook.