The bolt-on innovation team for PE-backed companies.

We identify the proprietary expertise that makes your company valuable, codify it into defensible technical systems, protect the IP, and implement AI that compounds your competitive advantage instead of eroding it.

The outcome: a higher multiple at exit, a moat that survives AI disruption, and infrastructure that transfers cleanly to an acquirer. We bring together three disciplines that are rarely found in one place.

Trusted by teams in clinical AI, legal AI, logistics, wealth management, and asset valuation.

Three disciplines under one roof.

IP Recognition

A JD in intellectual property law and a track record of patented inventions on the team. We identify what's proprietary and worth protecting.

Technical Codification

CTO-level technical leadership across regulated industries. We build the systems that turn expertise into defensible software.

AI Implementation

Hands-on AI/ML engineering, with patent-pending algorithms in production. We deploy AI that amplifies the moat instead of eroding it.

Almost nobody has all three in one house.

Envi Rubix Underwriting Envi Rubix Underwriting

One integrated engagement. Four visible workstreams.

Our four workstreams are designed to compose into a single engagement. You can start with any one of them, but they're strongest together.

IP & Defensibility Diagnosis

We inventory the proprietary expertise, data, processes, and technical assets that make your company valuable. We identify what's protectable, what's leaking, and what to codify first.

$15K–$25K standalone, or Phase 0 of a full engagement.

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Technical Codification (Fractional CTO)

An embedded CTO plus a dedicated engineering team. We build the systems that turn proprietary expertise into defensible software.

$20K–$30K/month retainer. Month-to-month. 30-day notice.

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AI That Compounds

LLM pipelines, agentic workflows, and knowledge systems anchored in your proprietary data. AI that amplifies the moat rather than eroding it.

Fixed-fee or retainer.

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Software Takeover & Scale

Replace a vendor or offshore team. We stabilize production, own the roadmap, and execute.

Fixed-fee Phase 1, then ongoing retainer.

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Case Studies

Firm-voiced summaries of completed engagements. Active retainer clients are not listed.

GoodRx

Healthcare
  • Problem: A public healthcare platform needed an outside read on the defensibility of its IP and technical moat ahead of strategic planning.
  • What we did: IP strategy review plus technical assessment across the defensibility surface — covering proprietary data assets, technical architecture, and protectable methods.
  • Outcome: Multi-phase engagement ($75K–$125K total) with recommendations feeding product and IP roadmap decisions.

IP Diagnosis · Technical Codification

The Mather Group

Wealth Management
  • Problem: Client-relationship expertise was concentrated in senior advisors, leaving churn risk invisible until attrition had already happened.
  • What we did: Built a churn prediction system and the data engineering underneath it, codifying advisor intuition into a model the firm could operate.
  • Outcome: Churn signals surfaced ahead of attrition; proprietary relationship expertise captured as a defensible system asset.

Technical Codification · AI That Compounds

ListReports

Mortgage / Real Estate SaaS
  • Problem: A fast-growing mortgage and real estate SaaS platform needed data products that could scale with the company and produce defensible, patent-eligible technical assets.
  • What we did: Multi-year data engineering and analytics engagement supporting the core platform, including contributions toward patent-pending IP.
  • Outcome: Sustained engagement supporting the data infrastructure and IP surface referenced in the company's subsequent growth.

Technical Codification · AI That Compounds

Photopharmics

Clinical / HIPAA
  • Problem: A clinical treatment platform for Parkinson's disease operated in a regulated environment that required defensible data infrastructure and targeted physician outreach.
  • What we did: Built the PD treatment ecosystem data layer, a physician-scoring and targeting system, and HIPAA-aware analytics supporting the commercial team.
  • Outcome: Physician targeting and ecosystem map operational; scored physician list delivered to the commercial team.

Technical Codification · AI That Compounds

Method is built on an unusual combination of disciplines.

Method Data Science operates at the intersection of IP strategy, technical leadership, and applied AI. Our team has spent fifteen-plus years building proprietary data and AI systems in regulated industries — including work as CTO-level technical leaders, as principals in a dedicated computer-vision IP venture with patent-pending image similarity technology, as senior data scientists at mortality-based PE investment platforms, and as consultants on federal healthcare programs. That history produces a firm that can identify what's proprietary in your business, codify it into defensible software, and deploy AI that compounds the moat instead of eroding it.

Who We Serve

PE-backed companies preparing for exit

Defensible tech, protectable IP, AI that compounds the moat before diligence.

PE portfolio companies post-acquisition

Interim CTO leadership plus an IP and AI roadmap for the next chapter.

Growth-stage SaaS (Series A–C)

Companies that have outgrown the founding technical team and are building AI-powered features.

Regulated verticals

Healthcare, legal tech, logistics, fintech, wealth management.

Let's talk.

Tell us what you're trying to protect, codify, or build. We'll tell you whether we can help.