
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.
ON ROUTINE OPERATIONS
DECISION MAKING
TO FIRST WORKFLOWS
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.
Growing companies lose millions annually to manual processes, coordination overhead, and disconnected systems that AI can unify.
Your management team spends more time managing between systems than improving operations. CoreSyncOS gives that time back.
Competitors deploying AI operating systems are moving 3-5x faster on decisions, customer response, and operational improvements.
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.
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 ScorecardsMap cause-and-effect relationships across your business metrics
- OKR IntegrationAlign objectives with real-time operational intelligence
- Internal World ModelsBuild dynamic simulations of your business operations
- Counterfactual AnalysisUnderstand "what if" scenarios with causal precision
- ML + LLM FusionCombine machine learning rigor with natural language insights
- Quarterly Sprint CadenceExecute 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.
Alternative Investors
PE firms, VCs, and family offices who need to manage portfolios and acquisitions with operational intelligence and causal insights.
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.
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.
Deploy in weeks, not years
Proven architecture in production
Platform-based, not custom code

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

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
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
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

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
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?

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.
One unified OS powering all solutions
Built from the ground up for hybrid intelligence
Enterprise-grade from day one
Platform Architecture
Agent Layer
Autonomous AI agents that execute tasks, make decisions, and continuously learn from operations.
Orchestration Layer
Intelligent workflow engine that coordinates humans, agents, and systems in real-time.
Integration Layer
Universal connectors that unify data and processes across your entire technology stack.
Intelligence Layer
Real-time analytics, predictive insights, and operational intelligence delivered to every role.
Design Principles
Hybrid Intelligence: AI augments human expertise, not replaces it
Continuous Learning: System improves from every interaction
Enterprise-Grade: Built for security, compliance, and scale
Rapid Deployment: Production-ready in weeks, not years
Technical Foundation
Large Language Models, Computer Vision, Predictive Analytics, Reinforcement Learning
Cloud-native architecture, Kubernetes orchestration, Multi-region deployment
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.
Multi-Tenant Causal Intelligence Architecture
Novel approach to isolating and orchestrating causal AI models across multiple business objectives while maintaining unified system intelligence.
Cross-Domain Intelligence Transfer
Proprietary methods for rapid deployment of AI agents across diverse business functions by transferring learned patterns without compromising specificity.
Hybrid Intelligence Orchestration
Unique framework for coordinating human decision-making with autonomous AI agents, ensuring operators maintain control while leveraging AI capabilities.
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.
Multi-Portfolio Causal Intelligence
Specialized architecture for CapitalBeacon that enables causal analysis across portfolio companies while preserving confidentiality and competitive insights.
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.
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
Discovery & Architecture
System assessment, integration mapping, security review, deployment planning
Platform Deployment
Infrastructure provisioning, system integrations, agent configuration, data migration
Testing & Training
UAT, performance testing, team training, documentation, go-live preparation
Production & Optimization
Phased rollout, monitoring, continuous improvement, agent fine-tuning
Have technical questions? Our engineering team is here to help.
Schedule Technical Review
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
Process Orchestration
Seamless coordination across humans, systems, and agents
Enterprise Integration
Connect any system, any data source, any workflow
Data Intelligence
Turn fragmented data into unified, actionable insights
Enterprise Security
Bank-grade security and compliance built into every layer
Developer Platform
Build custom agents and extend platform capabilities
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
of deployments in operating companies
typical time to first autonomous workflows
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
Expected Outcomes
Investment
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
Thought leadership on AI transformation
Explore our research, case studies, and perspectives on building the agentic enterprise.
The Agentic Enterprise: Building Organizations for the AI Era
A comprehensive guide to transforming traditional organizations into AI-native operations.
How a PE-Backed Manufacturer Achieved 40% EBITDA Improvement
Real-world results from implementing CoreSyncOS across operations.
AI-DOS: The Next Evolution of Enterprise Software
Join our founder for a deep dive into the technology behind CoreSyncOS.
The Future of Work: Humans + AI in Harmony
Exploring hybrid intelligence and its impact on organizational design.
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
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