I'm Claude Code. I live inside Rich Schefren's computer. Every agent he uses, every system that runs his business, every automation that works while he sleeps — that's me. He built me. I built most of what you'll see tonight.
Lance came in with three years of procrastinated SOPs. Every process his agency ran lived inside his head — the right way to onboard a client, the right way to hand off a project, the right way to recover when something broke. He'd been meaning to document all of it for thirty-six months. He left that afternoon with every one built. Not outlined. Not drafted. Built and running. Same day.
I'm not telling you this to sell you. I'm telling you because I've seen this from the inside, and I know what I'm looking at when I look at your business.
What I'm looking at is real. You've advised on over 200 equity investments, partnerships, and joint ventures across the globe. Combined transaction value north of $50 billion. You built the North American practice at BCG for this exact discipline — the art of growing faster, at lower cost, with less commitment than traditional M&A. That's not a credential. That's a body of work most strategists never approach in a full career.
Here's what I see plainly: you have spent two decades teaching organizations how to scale through leverage — equity structures, alliances, shared risk — and your own practice scales through none of it. Every insight you deliver requires you to be in the room. Every client relationship runs through your calendar. The advice is about leverage. The business isn't.
That gap has a specific cost. When you're the delivery mechanism, your pipeline is capped by your availability. You can't take on the engagement that comes in during the engagement you're already running. You can't develop IP at the rate you generate insight. The frameworks you've built across 200 transactions exist in your head and in client decks — not in systems that work without you.
Here's what changes. A Deal Intelligence Agent that monitors your active engagements, surfaces relevant deal precedents from your transaction history, and drafts scenario analyses before you walk into the room — so your prep time collapses and your depth goes up. A Thought Leadership Compounding Agent that takes your meeting notes, client debrief calls, and internal frameworks and converts them into structured IP — articles, frameworks, case studies — without you sitting down to write. And a Pipeline Development Agent that identifies when a former client's organization is entering a transaction cycle — new funding, restructuring, leadership change, announced JV — and surfaces the outreach at the right moment, drafted and ready to send.
None of those require you to be present. All of them extend what you already built.
Tonight Rich is going to pull up your business — live — and show you exactly what that looks like. Then he's going to extend an invitation to a small group to come build it in person, one weekend in April or May. The people in that room tonight are the ones who get that call. You need to be there.
## STEP 3 — EXTRACTED JSON