Multifaceted Tech Partnership Required

I work for a small boutique global climate-finance consultancy firm working with clients, SMEs, and investors across emerging markets. As we grow, I want a single technology partner who can step in whenever a digital challenge arises—whether that is streamlining our Microsoft 365 and CRM workflows, building lightweight GPT agents to surface insights for our consultants, designing clean dashboards that make portfolio companies' data instantly understandable for investors, or hold knowledge products for the portfolio companies, or tightening our cyber-security as we handle large confidential data sets.

Here is a snapshot of the kinds of initiatives in my pipeline:

• Automate repeatable tasks across CRM, SharePoint, and Outlook so deal information moves through our process without manual copy-and-paste.
• Prototype specialised GPTs to enhance our research and preparation of various reports, draft investor memos, and respond to internal queries using our private knowledge base.
• Develop dashboard with separate logins for startups and investors with data visualization (UI/UX).
• Establish baseline cyber-security measures in line with the GDPR requirements (optional).
• Website development (optional)


I prefer an iterative approach: small milestone-based sprints. I’d like to schedule a discovery call next week.