Introducing CoreSyncOS® (Patent Pending)

The AI Operating System
Built for Business Operations

CoreSyncOS transforms how operating companies work. Deploy enterprise-grade AI that orchestrates workflows, connects systems, and drives decisions—without the enterprise complexity or cost.

We're building the future where AI doesn't replace your operators—it amplifies them. Where operational intelligence compounds over time. Where growing companies have enterprise capabilities delivered in weeks, not years.

90% Time Saved

ON ROUTINE OPERATIONS

5x Faster

DECISION MAKING

60 Days

TO FIRST WORKFLOWS

The Operational AI Opportunity

Your competitors are already moving faster

While enterprise software remains too complex and expensive for growing companies, AI-native operations are creating a new competitive divide. Companies deploying AI operating systems are making faster decisions, serving customers better, and operating more efficiently every single day.

$2-5M
Annual Efficiency Opportunity

Growing companies lose millions annually to manual processes, coordination overhead, and disconnected systems that AI can unify.

60%
Leadership Time on Coordination

Your management team spends more time managing between systems than improving operations. CoreSyncOS gives that time back.

3-5x
Competitive Disadvantage

Competitors deploying AI operating systems are moving 3-5x faster on decisions, customer response, and operational improvements.

12-24 Mo
Window to Lead

Companies that deploy AI-DOS now will build an operational moat that's nearly impossible to close later.

The question isn't whether to transform. It's how fast you can move.

Explore Our Solutions
Powered by CoreSyncOS® (Patent Pending)

CausalBeacon: Our Flagship AI-DOS Platform

An AI-powered Decision Operating System that optimizes financial outcomes (EBITDA) while balancing cultural governance and stakeholder alignment for operating companies and alternative investors.

Built on our proprietary CoreSyncOS technology, CausalBeacon advances beyond traditional BI tools toward aligned prescription—combining causal balanced scorecards, OKRs, internal world models, and counterfactual analysis to enable executive and employee alignment in quarterly sprints.

Causal AI

Beyond prediction to prescription with causal reasoning

Aligned Execution

Unite executives and teams in quarterly sprints

Stakeholder Balance

Optimize EBITDA while respecting cultural governance

Proprietary Tech

CoreSyncOS foundation for enterprise-grade deployment

Beyond Traditional BI Tools

  • Causal Balanced Scorecards
    Map cause-and-effect relationships across your business metrics
  • OKR Integration
    Align objectives with real-time operational intelligence
  • Internal World Models
    Build dynamic simulations of your business operations
  • Counterfactual Analysis
    Understand "what if" scenarios with causal precision
  • ML + LLM Fusion
    Combine machine learning rigor with natural language insights
  • Quarterly Sprint Cadence
    Execute aligned strategies in manageable timeframes

Built for Two Critical Audiences

Operating Companies (Primary Focus)

Growing businesses across key verticals who need to optimize EBITDA while maintaining cultural governance and stakeholder alignment.

Manufacturing
Construction
SaaS
Healthcare
Financial Services
Professional Services
Technology

Alternative Investors

PE firms, VCs, and family offices who need to manage portfolios and acquisitions with operational intelligence and causal insights.

Private Equity
Venture Capital
Family Office

See CausalBeacon in Action

Schedule a personalized demo with case studies and applications relevant to your industry and use case.

For Operating Companies

See demos for manufacturing, construction, SaaS, healthcare, finance, professional services, and technology.

For Alternative Investors

See demos for portfolio management, acquisition due diligence, and value creation tracking.

Enabled by CoreSyncOS® (Patent Pending)

Software Engineering Services Built on Proprietary Technology

Our services leverage CoreSyncOS as the foundation—giving you access to enterprise-grade AI infrastructure, pre-built integrations, and proven deployment patterns. We're not building from scratch; we're configuring and customizing a battle-tested platform for your specific needs.

10x Faster

Deploy in weeks, not years

Lower Risk

Proven architecture in production

Better ROI

Platform-based, not custom code

4-12 weeks

CoreSyncOS Implementation

Deploy our proprietary platform with pre-built connectors and proven patterns

  • Platform configuration leveraging existing integrations
  • Workflow mapping to CoreSyncOS orchestration layer
  • Accelerated deployment using platform SDKs
  • Built-in monitoring and performance analytics
2-6 weeks

Strategic Consulting

Design your AI strategy around CoreSyncOS capabilities

  • Platform readiness assessment and gap analysis
  • CoreSyncOS-based transformation roadmap
  • Organizational design for hybrid intelligence
  • Executive alignment on platform adoption
6-16 weeks

Custom Agent Development

Extend CoreSyncOS with domain-specific AI agents

  • Agents built on CoreSyncOS SDK and APIs
  • Training using platform's ML infrastructure
  • Native integration with orchestration layer
  • Continuous learning from platform data
Ongoing

Platform Training & Certification

Enable your team to leverage CoreSyncOS effectively

  • Role-based CoreSyncOS training programs
  • Hands-on platform workshops
  • Best practices for agent orchestration
  • Governance frameworks for platform use
Ongoing

Managed Platform Services

Continuous optimization and platform evolution

  • Dedicated CoreSyncOS success manager
  • 24/7 platform monitoring and support
  • Regular platform updates and enhancements
  • Performance optimization using platform analytics
4-10 weeks

Integration Engineering

Connect your systems using CoreSyncOS integration layer

  • Configuration of platform's universal connectors
  • Custom API wrappers in CoreSyncOS framework
  • Real-time data sync via platform pipelines
  • Security and compliance using platform standards

Ready to get started?

The Foundation

CoreSyncOS®: Our Proprietary AI Operating System (Patent Pending)

CoreSyncOS is the proprietary platform that powers both CausalBeacon and CapitalBeacon. Built specifically for business operations, it orchestrates the seamless interplay between human intelligence, autonomous AI agents, and enterprise systems—delivering operational excellence at unprecedented scale.

Single Platform

One unified OS powering all solutions

Proprietary

Built from the ground up for hybrid intelligence

Production-Ready

Enterprise-grade from day one

Platform Architecture

01

Agent Layer

Autonomous AI agents that execute tasks, make decisions, and continuously learn from operations.

02

Orchestration Layer

Intelligent workflow engine that coordinates humans, agents, and systems in real-time.

03

Integration Layer

Universal connectors that unify data and processes across your entire technology stack.

04

Intelligence Layer

Real-time analytics, predictive insights, and operational intelligence delivered to every role.

Design Principles

01

Hybrid Intelligence: AI augments human expertise, not replaces it

02

Continuous Learning: System improves from every interaction

03

Enterprise-Grade: Built for security, compliance, and scale

04

Rapid Deployment: Production-ready in weeks, not years

Technical Foundation

AI & ML

Large Language Models, Computer Vision, Predictive Analytics, Reinforcement Learning

Infrastructure

Cloud-native architecture, Kubernetes orchestration, Multi-region deployment

Security

SOC 2 Type II, ISO 27001, GDPR compliant, Zero-trust architecture

IP & Innovation

CoreSyncOS represents a fundamental architectural innovation in how AI systems orchestrate business operations. Our patent-pending technology protects key innovations that enable hybrid intelligence at enterprise scale.

Patent Pending

Multi-Tenant Causal Intelligence Architecture

Novel approach to isolating and orchestrating causal AI models across multiple business objectives while maintaining unified system intelligence.

Patent Pending

Cross-Domain Intelligence Transfer

Proprietary methods for rapid deployment of AI agents across diverse business functions by transferring learned patterns without compromising specificity.

Patent Pending

Hybrid Intelligence Orchestration

Unique framework for coordinating human decision-making with autonomous AI agents, ensuring operators maintain control while leveraging AI capabilities.

Patent Pending

Fifth Layer Balanced Scorecard Innovation

Extension of traditional balanced scorecard methodology with a hybrid intelligence layer that continuously optimizes across financial, customer, internal, and learning perspectives.

Patent Pending

Multi-Portfolio Causal Intelligence

Specialized architecture for CapitalBeacon that enables causal analysis across portfolio companies while preserving confidentiality and competitive insights.

Trade Secret

Internal World Models for Investment Decisioning

Proprietary approach to building firm-specific predictive models from portfolio data that inform capital allocation and value creation strategies.

Strategic IP Portfolio: Our intellectual property strategy balances patent protection for core architectural innovations with trade secret protection for implementation methodologies. This approach ensures long-term platform stability for our customers while maintaining our competitive advantage in causal AI orchestration.

Technical Architecture

Under the Hood: CoreSyncOS® Architecture

For technical evaluators, architects, and engineering leaders—a deep dive into the platform that powers hybrid intelligence operations.

CoreSyncOS is built on a modern, cloud-native architecture designed for reliability, security, and scale. Here's how we achieve enterprise-grade performance while maintaining the flexibility required for growing operations.

Core Components

Multi-Layer Architecture

Four distinct layers working in concert

  • Agent Layer: Autonomous AI agents with domain-specific expertise
  • Orchestration Layer: Real-time coordination engine for humans and agents
  • Integration Layer: Universal connectors for enterprise systems
  • Intelligence Layer: Predictive analytics and operational insights

Agent Framework

Extensible agent architecture built on proven patterns

  • Modular agent design with pluggable skills and capabilities
  • Event-driven communication between agents and systems
  • Built-in monitoring, logging, and performance tracking
  • Custom agent development via SDK and APIs

Data Architecture

Unified data model across all operations

  • Real-time data synchronization across all integrated systems
  • Semantic data layer for cross-system intelligence
  • Time-series analytics for operational trend detection
  • Encrypted data stores with role-based access control

Integration Capabilities

Connect to existing enterprise systems seamlessly

  • Pre-built connectors for 50+ enterprise systems (ERP, CRM, SCM)
  • REST and GraphQL APIs for custom integrations
  • Webhook support for real-time event streaming
  • ETL pipelines for legacy system migration

Enterprise Security

Built for the most demanding compliance requirements

  • SOC 2 Type II certified infrastructure
  • End-to-end encryption for data at rest and in transit
  • SSO integration (SAML, OAuth 2.0, OIDC)
  • Audit logging for all system interactions

Performance & Scale

Designed for real-time operations at enterprise scale

  • Sub-second response times for agent queries
  • Horizontal scaling to support thousands of concurrent agents
  • 99.9% uptime SLA with automated failover
  • Distributed caching for optimal performance

Deployment Options

Cloud-Native (Recommended)

Fully managed SaaS deployment on AWS/Azure infrastructure

  • Zero infrastructure management
  • Automatic updates and patches
  • Global CDN for optimal performance
  • Included: monitoring, backups, disaster recovery

Private Cloud

Dedicated infrastructure in your cloud environment

  • Runs in your AWS/Azure tenant
  • Full data residency control
  • Custom network configurations
  • Managed by Envizo team

On-Premises

Self-hosted deployment for maximum control

  • Deployed in your data center
  • Complete data sovereignty
  • Integration with existing infrastructure
  • Requires dedicated DevOps resources

Technology Stack

Backend

  • • Python 3.11+ (Agent Framework)
  • • Node.js (API Gateway)
  • • PostgreSQL (Primary Database)
  • • Redis (Caching & Queues)
  • • RabbitMQ (Message Broker)

Infrastructure

  • • Kubernetes (Orchestration)
  • • Docker (Containerization)
  • • Terraform (IaC)
  • • CloudFlare (CDN & Security)
  • • Datadog (Monitoring)

AI/ML

  • • Custom LLM fine-tuning
  • • scikit-learn (ML Models)
  • • LangChain (Agent Framework)
  • • Vector DB (Embeddings)
  • • MLflow (Experiment Tracking)

Typical Implementation Timeline

Week 1-2

Discovery & Architecture

System assessment, integration mapping, security review, deployment planning

Week 3-6

Platform Deployment

Infrastructure provisioning, system integrations, agent configuration, data migration

Week 7-8

Testing & Training

UAT, performance testing, team training, documentation, go-live preparation

Week 9+

Production & Optimization

Phased rollout, monitoring, continuous improvement, agent fine-tuning

Have technical questions? Our engineering team is here to help.

Schedule Technical Review
Platform Capabilities

Enterprise-grade technology built for scale

CoreSyncOS combines cutting-edge AI with proven enterprise architecture to deliver reliable, secure, and scalable operations.

Autonomous Intelligence

Self-learning agents that continuously improve operations

Natural language processing for unstructured data
Predictive analytics and forecasting
Anomaly detection and root cause analysis
Automated decision-making frameworks

Process Orchestration

Seamless coordination across humans, systems, and agents

Visual workflow builder
Multi-step process automation
Exception handling and escalation
SLA monitoring and enforcement

Enterprise Integration

Connect any system, any data source, any workflow

Pre-built connectors for 100+ systems
Real-time data synchronization
API-first architecture
Legacy system modernization

Data Intelligence

Turn fragmented data into unified, actionable insights

Automated data pipeline creation
Real-time data quality monitoring
Semantic data layer
Advanced analytics and BI integration

Enterprise Security

Bank-grade security and compliance built into every layer

Role-based access control
End-to-end encryption
Audit logs and compliance reporting
SOC 2 Type II certified

Developer Platform

Build custom agents and extend platform capabilities

Python and TypeScript SDKs
RESTful and GraphQL APIs
Custom agent development
Marketplace for pre-built agents

Purpose-Built for Operating Companies

CoreSyncOS transforms operations across the industries that power the economy. Our AI Operating System delivers enterprise capabilities with the speed and flexibility growing companies need.

Manufacturing

Transform production operations with AI-powered quality control, predictive maintenance, and intelligent supply chain orchestration.

Key Applications

  • Production Planning
  • Quality Assurance
  • Inventory Optimization
  • Maintenance Scheduling

Healthcare Services

Streamline patient operations, optimize scheduling, and enhance care coordination with enterprise AI automation.

Key Applications

  • Patient Scheduling
  • Resource Allocation
  • Billing Operations
  • Care Coordination

Professional Services

Automate client workflows, project management, and resource allocation for consulting, legal, and accounting firms.

Key Applications

  • Project Tracking
  • Resource Planning
  • Client Communications
  • Billing Automation

Distribution & Logistics

Optimize routing, warehouse operations, and last-mile delivery with intelligent automation and real-time coordination.

Key Applications

  • Route Optimization
  • Warehouse Management
  • Fleet Coordination
  • Demand Forecasting

Food & Beverage

Enhance kitchen operations, inventory management, and customer service across restaurant and catering operations.

Key Applications

  • Inventory Control
  • Labor Scheduling
  • Recipe Management
  • Supplier Coordination

Hospitality

Elevate guest experiences while optimizing operations from reservations to housekeeping and maintenance.

Key Applications

  • Guest Services
  • Housekeeping Coordination
  • Maintenance Management
  • Revenue Optimization

Retail Operations

Connect inventory, sales, and customer data to optimize merchandising, staffing, and omnichannel fulfillment.

Key Applications

  • Inventory Management
  • Staff Scheduling
  • Customer Analytics
  • Supply Chain Integration

Construction

Coordinate projects, equipment, materials, and labor with AI-powered scheduling and resource management.

Key Applications

  • Project Scheduling
  • Equipment Tracking
  • Material Management
  • Subcontractor Coordination

Field Services

Optimize technician routing, parts inventory, and customer communications for service operations at scale.

Key Applications

  • Dispatch Optimization
  • Parts Management
  • Service Scheduling
  • Customer Updates

Facility Management

Automate building operations, maintenance workflows, and vendor coordination across multi-site portfolios.

Key Applications

  • Maintenance Workflows
  • Vendor Management
  • Asset Tracking
  • Compliance Monitoring

Business Services

Scale operations for staffing, marketing, IT services, and other B2B service providers with intelligent automation.

Key Applications

  • Client Onboarding
  • Service Delivery
  • Resource Matching
  • Performance Tracking

Private Equity Portfolio

Deploy CoreSyncOS across portfolio companies for standardized operations, real-time visibility, and value creation.

Key Applications

  • Portfolio Monitoring
  • Operational Benchmarking
  • Best Practice Sharing
  • Value Creation Tracking
75%

of deployments in operating companies

60 Days

typical time to first autonomous workflows

For Operating Companies

CausalBeacon: AI Operating System for Business Operations

Deploy enterprise-grade autonomous intelligence that orchestrates your operations without the complexity, cost, or implementation time of traditional enterprise software.

Core Capabilities

Autonomous Workflow Orchestration

AI agents coordinate across departments and systems, handling routine decisions and escalating only when human judgment is needed.

Real-Time Operational Intelligence

Continuous monitoring and analysis of operations with predictive alerts and causal insights that explain what's happening and why.

Cross-System Integration

Connects your ERP, CRM, inventory, scheduling, and other systems into a unified intelligent operating layer.

ROI-Ranked Decision Support

Get prescriptive recommendations ranked by expected business impact with what-if scenario modeling.

Proven Across Industries

Manufacturing & Distribution

Optimize production scheduling, inventory management, quality control, and supply chain coordination.

40% of deployments

Healthcare & Services

Streamline patient operations, resource allocation, scheduling, and service coordination.

25% of deployments

Retail, Hospitality & Food Services

Connect inventory, labor scheduling, customer operations, and multi-location management.

20% of deployments

Professional & Business Services

Automate project tracking, resource allocation, client communications, and service delivery.

15% of deployments

Rapid Implementation

POC Phase2-4 weeks
Initial Deployment8-12 weeks
First Autonomous Workflows60 days

Expected Outcomes

Time Saved85-95%
Decision Speed5-10x
EBITDA Improvement20-40%

Investment

POC$25-50K
Implementation$150-300K
Annual License$200-400K

See CausalBeacon in action with a customized demo for your industry

Portfolio Health

Real-time monitoring of operational metrics across all portfolio companies

Causal Analysis

Understand true drivers of performance, not just correlations

Capital Allocation

Optimize resource deployment based on causal impact models

Investment Prediction

Internal world models for due diligence and portfolio optimization

CapitalBeacon

FOR PE/VC/FAMILY OFFICES

Move from quarterly reviews to continuous portfolio intelligence. CapitalBeacon provides causal insights across all investments, enabling proactive value creation.

Built for Investment Professionals

PE firms, VC funds, and family offices managing 3-20 operating companies

Value by Role

Operating Company CEOs

Transform from reactive firefighting to predictive execution

  • Real-time root cause analysis across operations
  • ROI-ranked recommendations for every decision
  • What-if scenarios before major initiatives

PE Firm COOs

Move from quarterly reviews to continuous value creation

  • Real-time portfolio health visibility
  • Cross-portfolio learnings and benchmarks
  • Capital allocation optimization

CFOs

Transform financial planning from historical to predictive

  • Causal impact of every budget decision
  • Predictive cash flow modeling
  • Risk-adjusted scenario planning

Operations Leaders

Move from gut feel to data-driven operational decisions

  • Root cause analysis in minutes, not weeks
  • Process optimization recommendations
  • Impact prediction before changes

Why CoreSyncOS

VS TRADITIONAL BI TOOLS

Traditional BI

Shows what happened

CoreSyncOS

Shows why it happened

Truth

Correlation ≠ Causation

Traditional BI

Retrospective dashboards

CoreSyncOS

Predictive what-if scenarios

Truth

Forward-looking beats backward-looking

Traditional BI

Requires analysts

CoreSyncOS

Natural language queries

Truth

LLM democratizes insights

VS OTHER AI PLATFORMS

Other AI Platforms

Adapted from generic AI tools

CoreSyncOS

Purpose-built OS for business operations

Truth

Architecture matters for scale

Other AI Platforms

Multi-vendor integration complexity

CoreSyncOS

Unified platform with native integration

Truth

Single OS reduces friction

Other AI Platforms

Generic frameworks, no IP protection

CoreSyncOS

Patent-pending innovations in causal AI orchestration

Truth

Protected IP ensures platform longevity

VS MANAGEMENT CONSULTANTS

Consultants

6-12 month engagements

CoreSyncOS

Real-time, continuous

Truth

Speed matters in decision-making

Consultants

Point-in-time insights

CoreSyncOS

Continuous learning system

Truth

Organizations change daily

Consultants

$500K-$2M+ per project

CoreSyncOS

$50K-$150K annual license

Truth

10x cost advantage

Insights & Resources

Thought leadership on AI transformation

Explore our research, case studies, and perspectives on building the agentic enterprise.

White Paper
18 min read

The Agentic Enterprise: Building Organizations for the AI Era

A comprehensive guide to transforming traditional organizations into AI-native operations.

StrategyAI Transformation
Read more
Case Study
12 min read

How a PE-Backed Manufacturer Achieved 40% EBITDA Improvement

Real-world results from implementing CoreSyncOS across operations.

ManufacturingROI
Read more
Webinar
45 min

AI-DOS: The Next Evolution of Enterprise Software

Join our founder for a deep dive into the technology behind CoreSyncOS.

TechnologyPlatform
Read more
Podcast
32 min

The Future of Work: Humans + AI in Harmony

Exploring hybrid intelligence and its impact on organizational design.

LeadershipFuture of Work
Read more

Pricing

Transparent, value-based pricing with proven ROI

CausalBeacon

FOR OPERATING COMPANIES

Proof of Concept

$40,000

8-12 weeks

Implementation

$180,000

One-time

Annual License

$50,000

Per year

Total Year 1

$230,000

ROI: 1,200%+

CapitalBeacon

FOR PE/VC/FAMILY OFFICES

Proof of Concept

$60,000

8-12 weeks

Implementation

$300,000

One-time

Annual License

$150,000

Base + $30K per company

Total Year 1 (3 companies)

$450,000

Scales with portfolio

Frequently Asked Questions

Get in Touch

Schedule a discovery session to explore how CoreSyncOS can transform your organization.