Deals exist but are not fully underwritten. Investors exist but are not consistently engaged. Follow-up happens — just not at the speed required to capture the full pipeline.
Opportunities enter through the network, but manual review limits how many become decision-ready.
Investor relationships already exist, but capital formation depends on consistent timing, touchpoints, and follow-through.
The constraint is not strategy. It is how much can be processed, followed up on, and closed each week.
Assignment: Deploy a managed operating system across Wyohouses deal sourcing and Bighorn Capital Fund investor follow-up — built, monitored, and improved inside Casey’s owned workspace.
Phase 1 formalizes and scales work already in production across investor intelligence, intake infrastructure, LinkedIn positioning, and the live Envoy operator.
NAPE 2026 capital formation intelligence and outreach planning, plus SquadUp Summit CRM intelligence reporting.
Bighorn Capital Fund borrower intake form and term sheet form created to standardize front-end deal and borrower information.
Bighorn Capital LinkedIn page creation and management, plus Casey’s LinkedIn profile rebuild and optimization.
Built for Ashley, Casey, and Jeff. Delivers daily appointment briefs, confirms attendance, provides reschedule options, and is monitored for support.
This is not a cold start. The engagement converts ad hoc value into a governed operating system with clear scope, cadence, economics, and accountability.
Scout surfaces opportunities from birddog activity, distress indicators, owner signals, and target geography. The goal is not more noise. The goal is more usable deal flow.
Recon enriches each property with comps, ARV signal, owner data, rehab context, and exit fit. The team reviews a verdict, not a blank property card.
Phase 1 includes matching against a single defined Revive Method buy-box. Multi-buy-box logic, routing rules, and advanced desk assignment are not included in Phase 1 and can be priced as follow-on scope once production data is visible.
| Metric | Conservative | Base | Upside |
|---|---|---|---|
| Properties enriched / month | 200 | 500 | 1,000 |
| Buy-box matched deals / month | 15 | 40 | 80 |
| Submission-ready deals / month | 5 | 12 | 25 |
| Incremental closed acquisitions / quarter | 2 | 5 | 10 |
| Target profit per closed flip | $50K | $50K | $50K |
| Annual incremental P&L potential | $400K | $1.0M | $2.0M |
The model uses Casey’s $50K target profit per flip and holds conversion assumptions conservative. The system is credited only for incremental deals that become closed acquisitions after moving through Scout, Recon, and the defined buy-box workflow.
Existing lists, conference rosters, CRM contacts, and referral sources are structured into a callable and trackable investor pipeline.
Envoy calls, texts, and follows up with investor prospects. It confirms fit, gauges intent, supports accreditation screening, and books qualified meetings for the IR team.
The daily brief summarizes investor activity, commitments, follow-up priorities, meeting status, and active capital requests. No more guessing where the pipeline stands.
| Metric | Conservative | Base | Upside |
|---|---|---|---|
| Prospects called / month | 250 | 500 | 1,000 |
| Qualified leads / month | 25 | 75 | 150 |
| Meetings booked / month | 8 | 25 | 50 |
| Investors committed / month | 2 | 5 | 10 |
| Average check size | $25K | $50K | $100K |
| Annualized capital raised | $600K | $3.0M | $12.0M |
The model uses existing investor sources and outbound assumptions: prospects called, qualification rate, meetings booked, investors committed, and average check size. Conversion rates are intentionally held conservative so the upside comes from consistent execution, not heroic assumptions.
Workflow 1 launches first because the deal pipeline is active now. Workflow 2 follows once operational activity is visible and investor follow-up can be absorbed cleanly.
This scope combines multi-agent operations, voice and SMS workflow, skip tracing, underwriting intelligence, dashboards, monitoring, and managed iteration. The market price is not the anchor partner price.
Average mid-market investment for a custom-built AI agent system falls between $45K and $120K. Integrated agentic systems with multi-agent orchestration: $50K–$150K. Monthly retainers: $2,500–$15,000.
For a production agent serving real users: $3,200–$13,000 per month covering LLM API costs, infrastructure, monitoring, monthly tuning, and security maintenance.
Multi-step reasoning agents with tool integration: $20K–$80K. Full multi-agent systems with custom RAG pipelines, enterprise integrations, and safety evaluations: $100K–$500K+.
Most SMEs invest $30K–$100K upfront for a custom agent tailored to their workflows. Hidden integration costs are commonly layered on top of platform fees.
If Casey becomes a platform reference and referral source, the relationship can extend beyond one deployment. The structure below is illustrative and keeps the upside simple.
This is optional upside, not the reason to proceed. The core decision remains simple: remove throughput constraints inside Wyohouses and Bighorn first.
Phase 1 is priced as an anchor partner engagement: lower than market build cost, lower than standard managed operations, and aligned to performance only where the capital formation workflow creates attributable dollars.
Anchor partner economics reflect early commitment, co-development access, reference value, and distribution potential. They are not standard platform pricing.
At Casey’s $50K target profit per flip, the question is whether a managed operating system can surface two more qualified deals from a nationwide birddog network.
Potential deductibility should be reviewed with Casey’s CPA. Managed operations, SaaS subscriptions, and business-use platform expenses are generally evaluated as ordinary and necessary business expenses; qualifying off-the-shelf software may also be eligible for Section 179 treatment when the IRS requirements are met. This memo is not tax advice, but the structure gives the CPA a clean record of business purpose, deployment timing, and operating use.
Deployment Fee One-time build covering Workflow 1 and Workflow 2: operator configuration, prompt architecture, data pipelines, voice/SMS systems, dashboards, testing, calibration, onboarding, and production deployment. | $35,000 Invoiced at kickoff |
Monthly Managed Operations Ongoing operation, monitoring, prompt tuning, iteration, fixes, feature development, support, model updates, weekly review, and optimization. This is not set-and-forget software. Performance comes from operation. | $5,500/mo Begins at Workflow 1 production launch |
Capital Formation Performance Share Applies only to attributable capital committed through Workflow 2. No attributable raise means no performance share. | 3% Workflow 2 only |
Third-party usage scales with production. Based on the forecasted volume for Workflow 1 and Workflow 2, Casey should expect the following monthly pass-through ranges:
| Category | Conservative | Base | Scaled |
|---|---|---|---|
| Data / skip tracing / enrichment | $300 | $800 | $1,500+ |
| LLM usage / processing | $200 | $600 | $1,200+ |
| Voice / SMS / outreach | $150 | $400 | $900+ |
| Total monthly estimate | $650 | $1,800 | $3,500+ |
These costs are usage-based and scale with output. Higher pass-through spend should generally reflect higher deal flow, more investor activity, and heavier platform utilization. Ainsworth will use best efforts to manage token consumption, vendor usage, and cost efficiency at all times.
All third-party services are pass-through costs directly to the customer with no markup. Each customer operates inside a dedicated cloud-protected workspace containing their activity, documents, accounts, and data. Ainsworth sets up, builds, customizes, manages, and supports the workspace using the customer’s billing information.
This gives the customer control, transparency, and flexibility to scale usage up or down as the market shifts. Ainsworth will use best efforts to maximize token efficiency, cost efficiency, and operational uptime.
Assign the operating layer.Measure it in production.