Start replacing the repetitive work that is costing you time, money, and headcount without touching a single technical setting yourself.
And when you hire someone to handle it, you get a new set of problems. You train them up, they do it inconsistently, and eventually they leave. Then you start over.
YouTube marketing agency
Was hiring strategists to audit new clients coming in. Every audit took hours, quality varied by person, and every time someone left they had to rehire and retrain from scratch.
They replaced the auditing workflow with an agent. Now every client gets the same quality audit in minutes and the role scales without adding headcount.
Capital advisory firm
The founder was personally spending 4+ hours per deal manually researching and validating potential investors. The work was too complex to hand off to an employee so it stayed on his plate and slowed down every deal.
We built an agent that handles the research, validates each investor against the deal criteria, and outputs a clean ranked list ready to use. The founder stopped touching it entirely. Four hours back per deal. Every deal.
Insurance advisory firm
Needed to build a contact list for cold outbound. Their tools capped them at 25 contacts per day and buying lists was too expensive to test with.
We replaced the sourcing workflow with an agent. 40,000 validated contacts in one day, campaign launched the same week, 55% open rate.
If it happens the same way more than twice, an agent can own it.
Nikita scraped 40,000 validated advisor contacts in a day after we hit Apollo's rate limits. The list powered a cold outbound campaign that hit a 55% open rate. Fast, clean, and it actually worked.
Yaniv Talmor
Vero Ventures
Before Clearlane, every deal started with hours of manual investor research. Nikita built a workflow that structured the whole process and we save roughly four hours per deal. Output is cleaner and the team can run it without me.
Sahir Bhagudi
Spike Capital
Case Studies
Boutique capital advisory firm raising institutional capital for real estate and investment deals.
~4 hrs saved
per deal
The Challenge
The founder was personally spending 4+ hours per deal researching and validating potential investors. The work required too much judgment to hand off to an employee, so it never left his plate. Every deal slowed down while he worked through it manually, and the quality of the output still depended entirely on how much time he had that week.
What We Built
We mapped exactly how the founder was evaluating investors, what criteria mattered, what disqualified someone, and what the output needed to look like for the team to act on it. We turned that logic into an agent that runs the research, scores each investor against the deal criteria, flags edge cases for human review, and outputs a clean ranked list the team can use without a review cycle. The founder stopped touching investor research entirely.
Insurance advisory firm validating demand through cold outbound.
55%
open rate on cold outbound
The Challenge
Their outbound tools capped contacts at roughly 25 per day. Buying lists was too expensive to test with. The campaign could not launch until the list problem was solved.
What We Built
We identified exactly where the sourcing was breaking: volume before the campaign even started. We built an agent to solve that specific constraint. Contacts were sourced from publicly available directories, validated for accuracy, and deduplicated so the list was clean before it touched the outbound tool. The team went from no usable list to 40,000+ validated contacts ready to send without waiting on a vendor or blowing the budget.
Services
If it is repetitive, rule-based, and currently depends on someone remembering to do it, an agent can own it.
An agent qualifies, routes, and follows up on every lead without anyone having to remember to do it.
The deal closes and the agent packages everything the delivery team needs before anyone has to ask.
The agent drives the onboarding sequence so your team stops chasing and starts executing.
Any work that happens the same way more than twice can be owned by an agent.
Any role that reviews incoming work against a consistent set of criteria is a candidate for replacement.
How It Works
Describe the task in plain language. No technical knowledge needed. If you can explain it to a new hire, we can build an agent for it.
We map the logic, edge cases, and handoff points then build the agent directly into your current stack. No new tools forced on your team.
We test it against real inputs until the output is clean, document it so your team can maintain it, and walk you through it. Not just a Loom.
CORE OFFER
One workflow. One agent. Built and handed off running in under a week.
What happens
What changes after
If the agent is not running cleanly by the end of the sprint, you do not pay.
Founder-led teams with a specific recurring workflow they already know should not need a person every time it runs.
Tell us what to automateFAQ
One agent. One workflow. Running in under a week.
Got it. We'll be in touch shortly. In the meantime, you can book a 15-minute call directly if you'd prefer to talk now.