We worked backward from the operator’s real screening decisions. Each judgment was decomposed into observable signals, exclusions, confidence thresholds, source requirements, and points where investment professionals must retain authority.
02 / SELECTED WORK
The problem defines the practice
Different industries. The same demand for a working answer.
TDC follows difficult, valuable problems wherever they live. We unite commercial strategy, AI engineering, data architecture, governance, and organizational adoption to build systems that hold up in the real world.
01INSTITUTIONAL REAL ESTATE
Distressed asset intelligence for a nine-figure AUM operator
Turn an investment thesis into a proprietary discovery system.
An institutional real estate operator had a distinct view of distress, but the thesis lived across expert judgment, fragmented public records, ownership structures, property histories, and manual research. Finding a viable opportunity required analysts to reconstruct the same chain of evidence repeatedly, often after the market had already made the signal obvious.
THE MANDATE
Translate how the firm actually evaluates an asset into a repeatable intelligence workflow without flattening the nuance that made its investment judgment valuable.
Property records, ownership entities, dated filings, operating facts, and distress indicators were normalized into a governed evidence layer. Entity resolution connected assets to the people and organizations behind them while preserving source lineage.
The logic became a proprietary tracker designed around the client’s language, review process, and acquisition workflow. Candidates arrive with the evidence, reasoning, uncertainty, and next action required for an analyst to make a defensible decision.
Human review is captured as operating feedback. As the team accepts, rejects, or reprioritizes candidates, the system can be refined around the firm’s evolving thesis instead of becoming another static database.
What changedThe operator gained a durable research capability that turns proprietary judgment into a repeatable, auditable process while keeping investment decisions with the professionals accountable for them.
Client identity, geography, portfolio details, and deployment specifics are withheld by design. No investment-performance claim is made.
PROPRIETARY THESISGOVERNED EVIDENCERANKED CANDIDATESHUMAN DECISION
02REGULATED FINANCIAL SERVICES
A compliant growth engine for an independent wealth manager
Build the market presence, referral network, and controls together.
An independent wealth manager serving a specialized professional audience had strong expertise and trusted referral relationships, but no connected system for creating demand, serving partners, publishing consistently, and maintaining the review discipline expected in a regulated environment.
THE MANDATE
Create a complete growth capability that could attract qualified prospects, make the advisor easier for AI and search engines to understand, and give referral partners a reciprocal source of opportunity without turning compliance into an afterthought.
A new digital presence reorganized the advisor’s expertise around the questions prospects actually ask. The information architecture, structured content, and topic system were built for modern organic discovery, including the answer engines increasingly shaping buyer research.
Lead generation was extended beyond the advisor’s own pipeline. Opportunities can be qualified, routed, and returned to the right referral partner, turning a one-directional network into a more useful ecosystem for every participant.
Content moves through documented drafting, revision, approval, and recordkeeping stages. Claims, calls to action, audience context, and material edits remain visible to the human reviewers responsible for supervision.
Six months of cross-platform content established the initial publishing runway. A reusable studio workflow, prompts, templates, and review gates left the firm able to create new material in house without rebuilding the process each week.
What changedMarketing, referrals, content production, and supervision became one coordinated operating system instead of four disconnected responsibilities.
Client identity, audience details, and supervisory materials are confidential. The case describes the system delivered, not a promise of search, lead, or revenue performance.
01Authority and discovery
02Prospect and partner intelligence
03Compliance review
04Advisor handoff and learning
03OWNER-OPERATED BUSINESS
From referral-only to a visible commercial engine
Make finished work keep working.
A concrete contractor had years of strong work and satisfied customers, but almost none of it existed in the digital systems buyers use to discover, evaluate, and contact a vendor.
Search presence, review infrastructure, phone-native content transformation, opportunity research, lead qualification, and job-specific outreach scripts.
The sophistication is not the size of the business. It is the fit between the system and the economics. The same discipline used for enterprise intelligence can make a local operator far more visible and responsive.
ONE STANDARD
Big problem or small business, the work must change the economics.
TDC does not force every client into the same software, industry template, or engagement size. We find the constraint, understand what it costs, design the right system, and stay accountable through implementation.
Bring us the problem that keeps crossing functions and surviving every software purchase.