Case Study

PE-Backed IT Services Firm

PE-Backed IT Services Firm

Reduced proposal creation time from 36 hours to 2, helping the team respond faster and close more deals.

94% Faster

Proposal Generation Cycle

18x Improvement

Sales Velocity

$50,000/yr

In Annual Productivity Value

Services

Sales Automation, Process Automation

Industry

IT Services

Client

PE-Backed IT Services Firm

Duration

3-4 months

The Challenge

Creating a single client proposal took roughly 36 hours of manual work. Sales and operations teams had to gather data from multiple systems, coordinate approvals, and manually format each quote. This slow, fragmented process delayed responses to new opportunities, weakened the firm’s competitive position, and limited its ability to pursue new business efficiently.

The Solution

Casper Studios built an automated quoting tool that connects directly to the client’s CRM and pricing databases. The platform automatically fills in customer and pricing details, generates a proposal, and routes it for approval—all within one interface. The process now takes around two hours from start to finish.

The Impact

The automation replaced a major sales bottleneck with a scalable, efficient system.

  • Faster responses: Proposals are delivered to prospects in hours instead of days.

  • Improved conversion: Faster turnaround times strengthen client trust and increase close rates.

  • Operational scalability: The team can now handle more leads without adding headcount.

Other cases

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

Netflix & Doritos Campaign

Problem

Netflix and Doritos wanted a high-impact campaign that could stand out in a crowded media environment. Traditional advertising formats were losing their ability to capture audience attention. The goal was to create a new kind of fan experience—something immersive, shareable, and distinctly on-brand for Stranger Things.

Solution

Casper Studios designed and deployed an interactive, real-time voice AI experience where fans could call into a 1980s-style “telethon” and talk directly with characters from the show. The system used generative voice AI to power unique, unscripted conversations at scale—combining creative storytelling with advanced technical execution.

$1B AUM Hedge Fund

Problem

Analysts at Ardmore spent roughly an hour compiling information before each investment call. The process required pulling data from emails, Slack threads, internal reports, and SEC filings — a slow, manual workflow that delayed critical, time-sensitive decisions. Senior analysts often waited on these summaries before analysis could begin, creating bottlenecks that limited the fund’s speed and agility.

Solution

Casper Studios built a custom AI research agent that automates the entire pre-call workflow. The platform integrates with Slack, email, and Excel, automatically ingesting transcripts, internal messages, and filings. It synthesizes this information into a single dashboard, highlighting key metrics, consensus gaps, and variant views. What once required an hour of manual prep now takes less than a minute.

$1B AUM Hedge Fund

Problem

Analysts at Ardmore spent roughly an hour compiling information before each investment call. The process required pulling data from emails, Slack threads, internal reports, and SEC filings — a slow, manual workflow that delayed critical, time-sensitive decisions. Senior analysts often waited on these summaries before analysis could begin, creating bottlenecks that limited the fund’s speed and agility.

Solution

Casper Studios built a custom AI research agent that automates the entire pre-call workflow. The platform integrates with Slack, email, and Excel, automatically ingesting transcripts, internal messages, and filings. It synthesizes this information into a single dashboard, highlighting key metrics, consensus gaps, and variant views. What once required an hour of manual prep now takes less than a minute.

$1B AUM Hedge Fund

Problem

Analysts at Ardmore spent roughly an hour compiling information before each investment call. The process required pulling data from emails, Slack threads, internal reports, and SEC filings — a slow, manual workflow that delayed critical, time-sensitive decisions. Senior analysts often waited on these summaries before analysis could begin, creating bottlenecks that limited the fund’s speed and agility.

Solution

Casper Studios built a custom AI research agent that automates the entire pre-call workflow. The platform integrates with Slack, email, and Excel, automatically ingesting transcripts, internal messages, and filings. It synthesizes this information into a single dashboard, highlighting key metrics, consensus gaps, and variant views. What once required an hour of manual prep now takes less than a minute.

Discovery Session

Let's identify your next value

creation opportunity.

A brief, strategic call can determine how much value is locked inside your portfolio's operations.

Book an Appointment

Or… send us a quick note

Discovery Session

Let's identify your next value

creation opportunity.

A brief, strategic call can determine how much value is locked inside your portfolio's operations.

Book an Appointment

Or… send us a quick note

Discovery Session

Let's identify your next value

creation opportunity.

A brief, strategic call can determine how much value is locked inside your portfolio's operations.

Book an Appointment

Or… send us a quick note