Representative engagements.

Our clients are confidential, so the engagements below are described by industry and outcome. They reflect the kind of work we do and the results it produces.

Data & AI Systems · Operations

From manual store-by-store spreadsheets to a live data pipeline

Client: multi-location retail and manufacturing operator.

Challenge: inventory and sales data lived in separate spreadsheets per location and had to be compiled by hand, delaying restocking and strategic decisions.

What we did: designed and built an automated system (Python + AI) that pulls and consolidates data across every store into one live view, with a par-level and inventory engine on top.

Result: manual compilation replaced with automated reporting, freeing up time and giving leadership a real-time picture for faster purchasing and operational decisions.

Research & Intelligence

Market and competitive intelligence for a strategic decision

Client: advisory firm evaluating a market opportunity.

Challenge: needed a rigorous, unbiased read of the market and competitive landscape to support a high-stakes recommendation.

What we did: conducted primary and secondary research and competitive analysis, then prepared board-ready materials synthesizing the findings into a clear point of view.

Result: the client moved forward with evidence-backed confidence instead of guesswork.

Capital & Deal Advisory

Institutional-grade materials for a founder-led company

Client: founder-led company refining strategy and preparing to engage capital partners.

Challenge: the story was strong but the financial model and materials weren't yet ready for sophisticated investors.

What we did: built the financial model, valuation framework, and a clean pitch narrative — the analyst-and-associate work of an IB/PE desk.

Result: materials that hold up in the room and a sharper strategic story.

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Newsom ConsultingStrategy · Operations · AI

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