AI Operations
The back-office systemswe run on, built for your shop.
Clay Capital runs on custom AI tooling — lead intake, follow-up drafting, document organization, and corridor intelligence. We build the same kind of system for the builders and operators we work with, tuned to how your business actually runs.
Tooling only. The systems organize information and draft communications for your review — a person on your team approves everything that goes out. No financial, lending, or investment decisions are automated.
Scope
What we put to work.
01
Lead Intake & Qualification
A front door that captures inbound leads, asks the right questions, and organizes them so nothing slips. New project inquiries, subcontractor outreach, and referral requests sorted and ready for your team.
02
Follow-Up Drafting
The system drafts follow-up emails and messages in your voice, ready for a person to review and send. The discipline that wins work — consistent follow-up — without it living in your head.
03
Document Organization
Bids, contracts, invoices, COIs, and project files read, sorted, and made searchable. Ask a plain-language question and get the document and the answer back.
04
Corridor & Market Intelligence
A recurring digest of construction activity, permit trends, and trade availability in your market — pulled, summarized, and delivered on a schedule you set.
05
Back-Office Assistant
A private assistant trained on your company's own documents and process — answering internal questions, drafting standard paperwork, and onboarding new staff to how you do things.
06
Reporting & Dashboards
The numbers you check every week — pipeline, follow-ups owed, documents missing — pulled into one simple view instead of five tabs and a notebook.
Pricing
Build it once. Keep it running.
A one-time build to stand the system up, then an optional monthly plan to keep it tuned, updated, and supported. You own the system and your data either way.
Setup · One-Time
$3,500 from
Typical build 2–4 weeks
Stand up your first one or two workflows.
- ·Discovery of your actual process
- ·One to two automated workflows
- ·Connected to your tools
- ·Trained on your documents
- ·Team walkthrough + handover
Managed Operations
$500 / month
Month-to-month · cancel anytime
Keep it tuned, supported, and growing.
- ·Monitoring + upkeep
- ·Prompt + workflow tuning
- ·New workflows added over time
- ·Priority support channel
- ·Monthly review of what's working
Final setup fee depends on the number and complexity of workflows and is fixed in writing before work begins. Managed Operations is optional — a system you own can run on its own. Third-party usage costs (model API, hosting) are passed through at cost or billed to your own accounts.
Sensitive Data
Where a workflow touches sensitive material, it can be built to run on local, private models so nothing leaves your environment. We scope the privacy posture with you before anything is connected.
The Engagement
How a system gets built.
We start from the work you already do, automate the highest-leverage piece first, and keep a person in the loop on everything that leaves your business.
01
Map the Work
We sit with how your business actually runs and find the task that costs you the most time or the most dropped balls.
02
Build the First Workflow
We automate that one piece end to end, connected to your tools and trained on your documents, with a person in the loop.
03
Run It Live
Your team uses it on real work. We tune it against what actually happens, not what we guessed in a meeting.
04
Expand or Hand Over
Add the next workflow on a monthly plan, or take the system as-is and run it yourself. Your call, your data.
Boundaries
Where the human stays in the loop.
The systems we build organize information and draft communications. They do not make financial, lending, investment, or hiring decisions, do not send anything to a counterparty without a person on your team approving it, and do not provide legal, tax, or investment advice. Clay Capital builds the tooling; the judgment and the decisions stay with you.
Build and operations fees are fixed and never contingent on a financing closing or capital event.
Read the full disclosures →What’s the one task that keeps falling through the cracks?
That’s usually where the first system pays for itself. Tell us how your business runs and we’ll scope the highest-leverage place to start.