Proofline Advisory

Case studies

AI only matters when it changes the business.

These Proofline engagements started with very different problems: a retailer whose financing value was leaving the business, a wealth product that could describe money but not decide anything with it, and an organization running AI pilots that never became a capability.

The common thread is the same: start with the business decision, economics, and operating reality - then determine where AI belongs.

Company names and certain identifying details have been anonymized or generalized to protect confidentiality, except where clients have approved disclosure.

Types of value across the portfolio

Integrate
Own more of the value chain
Decide
Intelligence layer for capital
Operate
Organization-wide workflows

The three case studies

Fidavio

Pettito / Fidavio

$30M ARR  ·  10 retail locations

Using AI to reimagine a legacy retail business model.

Pettito moved from relying on third-party point-of-sale lenders to building an AI-enabled underwriting, origination and servicing capability, improving the economics of its core business while creating the foundation for a new fintech platform.

The opportunity was not to automate underwriting. It was to change where the company captured value.

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+50%

Loan originations

+30%
Net margin
New
A lending platform other retailers can buy

IOMI

IOMI

AI Product Transformation  ·  Wealth intelligence

From wealth tracking to an AI operating system for capital.

IOMI evolved from a fragmented wealth-visibility problem into an AI-native capital-intelligence platform combining a normalized balance sheet, the Capital Efficiency Score, Next Dollar decisioning, scenario simulation and conversational AI.

Visibility was the foundation. Intelligence became the product.

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+130%

User growth in six months

+40%
Faster product development
−50%
Marketing spend through AI automation

Digital Media Organization

$35M organization

From AI experiments to an operating capability.

Scattered pilots across marketing, development, and finance were replaced with a portfolio of AI-enabled workflows the organization could actually run, measure, and staff.

The best AI strategy may be a portfolio, not a platform.

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+300%

Audience growth through AI marketing automation

3×
Grant-generation capacity
−70%
Monthly accounting effort

Outcome figures are reported by the client organizations. Pettito, Fidavio and IOMI are named with client approval. Other organization names and certain identifying details have been anonymized or generalized to protect confidentiality.

Your AI opportunity probably doesn't look exactly like any of these.

That's the point. We start with how your business works, where the economics are changing, and which decisions or workflows are worth improving.

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