Teardown12 min
Wealthbox vs Redtail vs Salesforce FSC for $40M RIAs.
Wealthbox, Redtail, and Salesforce FSC each pitch the same $40M RIA. Here is the cost math, custodian reality, and where AI changes the decision.
By TreyTag
Custom Software.
13 articles tagged custom software.
Operator's view11 min
The Case for Hiring an Internal AI Ops Lead at $50M.
Mid-market AI engineers run $230K to $310K all-in. Boutique services run $75K to $200K a year. Here is how to think about the hire and when it pays back.
By TreyPlaybook11 min
Work-in-Process Visibility for $40M Manufacturers.
Most mid-market manufacturers run their shop floor on paper travelers and a foreman's walk-around. Here's the middle answer between clipboards and a full MES.
By TreyOperator's view11 min
PE Is Rolling Up Field Service Software. Three Options..
Private equity poured $3.5B into field service software in 18 months. Here is what $50M HVAC, plumbing, and electrical operators should do.
By TreyTeardown11 min
QuickBooks Enterprise at $50M: What Breaks and What's Next.
At $50M revenue, three QuickBooks Enterprise limits hit first: record count, multi-entity consolidation, and custom workflows. Here is what to do.
By TreyField notes11 min
Why AI Pilots Stall at the Same Point Every Time.
Across mid-market rollouts, AI pilots stall at the same moment. It is not data, models, or budget. It is the handoff nobody plans for.
By TreyTeardown11 min
Practice Management Software for $40M Law Firms.
Clio, MyCase, PracticePanther, Aderant: an honest assessment of what each delivers for mid-market law firms, where the math breaks, and what to do about it.
By TreyField notes12 min
Why Insurance Applications Get Keyed Three Times Over.
Mid-market carriers re-key the same application into lead, workbench, policy admin, and archive. The fix is connecting two systems you already own.
By TreyOperator's view11 min
Why Specialty Finance Is the AI Vertical Nobody Is Targeting.
Harvey hit $11B with $190M ARR. Meanwhile $1.34T in equipment finance, 15,870 RIAs, and a wide-open vendor map sit ignored. Specialty finance is the bet.
By TreyTeardown9 min
Procore vs. the Field: What $40M Contractors Need.
Procore is built for ENR-ranked firms doing $200M+ in volume. Here is what mid-market GCs actually need and what they should pay for it.
By TreyTeardown10 min
No ERP Does Everything. Here Is What Works Instead..
Your ERP handles accounting and job costing fine. Quoting, knowledge capture, field coordination, and claims routing need something else.
By TreyOperator's view11 min
What AI Actually Costs for a 20-Person Shop.
AI vendors quote $150K. Your shop does $8M in revenue. Here is what AI realistically costs, what it doesn't, and where the money actually goes.
By TreyOperator's view9 min
Build vs. Buy AI: What No One Tells Mid-Market Leaders.
Most build-vs-buy AI advice targets Fortune 500 or startups. Here is the framework for the $30M to $100M company stuck in between.
By Trey№ 005Get in touch
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