Build a Frontier
Consultancy

Angler transforms the delivery and margin of top consultancies and agencies.

Pilot Angler

The Angler home screen: a plain-language request for approach slides for an RFP response, recipe cards, pinned research threads, and today's meetings with their documents.

What Angler does

Angler is your new teammate

01 · For your margins

Hours back on every engagement

Prep before every call, the right slide or cell on request, and scope warnings before the hours burn. No hunting for files, no prompt engineering.

02 · For your clients

Work that feels made for them

Every draft arrives the way Tim likes it: bar charts, in brown, the bridge first. Every claim is traced to its source before it reaches him. No more AI slop.

03 · For your firm

Client knowledge that compounds

Preferences, people and past work stay when consultants leave. The next proposal starts from everything you already know.

All of your client knowledge
is now a reusable asset.

Every engagement teaches your firm something about the client. Angler turns that into a durable asset that never leaves the firm.

Inside an engagement

One project, start to finish

Follow Angler through a ten-week operating review. Every nudge is built from work the team has already done, and everything it learns stays with the firm.

Case Northwind Retail · Q3 operating review · client lead Tim, CFO

  1. Kickoff Week 1

    Client memory from day one

    Scope lines, Tim's chart preferences and the open risks, in hand before the first call.

    • SOW.pdf
    • Proposal.pptx
    • 11 past decks

    Three workstreams, as sold

  2. Discovery Week 3

    Out-of-scope warning

    Workstream 2 is drifting outside the SOW. Flagged before burning the hours.

    • SOW.pdf
    • Timesheets.xlsx

    Workstream 2's boundary

  3. Draft Week 5

    Client-ready formatting

    Tim likes bar charts, and he likes them brown. The draft now matches.

    • Tim's last 3 decks

    Tim: bar charts, in brown

  4. Steerco Week 7

    Proactive meeting prep

    Tim asked twice about the Q4 hedges. One page on the hedge reset, bridge first.

    • Steerco transcripts

    Tim: the bridge first, detail after

  5. Final Week 10

    Content feedback

    Two takeaways on page 9 conflict with the Q3 model. Fix and source cells attached.

    • Q3 model v7.xlsx
    • Final deck · p.9

    Q3 model v7 is the source

What the firm keeps Everything above stays on Northwind's account, so the next proposal starts from it.

Security

Security within your four walls

Security is a top priority. We deploy Angler into your own infrastructure, alongside the tools your team already uses.

Your environment

Angler

Connects to the tools your team already uses

  • Microsoft Teams
  • SharePoint
  • OneDrive
  • Outlook
  • Word
  • Excel
  • PowerPoint
  • Adobe Acrobat
  • Slack
  • Google Drive
  • Gmail
  • Google Docs
  • Google Sheets
  • Google Calendar
  • Dropbox
  • Granola

Angler vs. AI chat

Why not just use Claude or ChatGPT?

General-purpose assistants start every conversation knowing nothing about your clients. Angler starts from the engagement.

Capability Claude / ChatGPT Angler
Works ahead of the teamPreps the next call and flags drift without being asked, so the team stays on target. No Yes
Already knows your client workEvery deck, model and transcript from the engagement. Nothing to upload or paste. No Yes
No prompt engineeringAsk the way you would ask a colleague. Angler supplies the context. No Yes
Remembers each client's preferencesTim's brown bar charts, stored against Tim and applied to every draft. No Yes
Knows the SOW and the scopeWarns when a workstream drifts outside what was sold. No Yes
Cites the exact text, table, slide or cellEvery answer points to its source, so it can be checked before it reaches the client. No Yes
Knowledge stays with the firmWhen a consultant leaves, what they learned about the client stays behind. No Yes

Use Cases

Angler is built for consultants, by consultants.

Watch: Angler uses context from across documents to answer a Partner in seconds.

Demo · Tracking Project Burn

Build a frontier consultancy

Pilot Angler