Polyshares | AI Transformation for the Middle Market

Who We Work With

Three ways to work with us.

01

Business Owners

You know AI could help, but have no one to build it. We do.

AI Deployment →

02

PE Platforms

One AI stack, built once and deployed across every portfolio company.

Cross-Portfolio Deployment →

03

Sellers

Thinking about an exit? We acquire — starting with a free AI diagnostic.

Acquisitions →

The Problem

Leadership knows AI could help. No one to actually build it.

Approach	Timeline	Output	Ownership
Traditional Consultants	6–18 months	Slide decks	No IP transfer
Enterprise Software	12–18 months	Unused platforms	Vendor lock-in
Polyshares	1 month	AI in production	Full IP transfer

Our Approach

We embed. We build. We leave you with something real.

01

Immerse

We map your workflows to find the highest-impact return.

02

Deploy

Off-the-shelf AI against your highest-friction workflows. Live in weeks.

03

Build

When the right tool doesn't exist, we build it.

04

Measure

FTEs eliminated and hours saved — with the ROI documented.

Services

One service. Every tool required.

01

AI Call Handling & Automation

AI call handlers, Slack agents, and workflow automation against your manual processes.

02

Bespoke CRM & Data Infrastructure

Purpose-built CRMs, data pipelines, and dashboards when off-the-shelf won't do.

03

Cross-Portfolio Deployment

One AI stack across every portfolio company. Multiple brands, compounding returns.

Operators, not consultants. We build and deploy. You own everything we ship.

Full service details Start the pilot

Results

Real deployments. Real numbers.

View all case studies

Voice AI

Reception replaced.

An AI call handler answering 24/7 — zero hold time, zero missed leads.

1 FTEEliminated

Workflow Automation

Admin hires avoided.

AI agents on payroll and HR admin cut manual processing by 80%.

1 FTEAvoided

Bespoke Build

CRM live in 30 days.

A bespoke CRM replacing a bloated enterprise platform, live in 30 days.

30 daysKickoff to Live

Built by a founder who's done this

I was the platform CEO. I know what moves the needle.

I've built two AI-native rollups — Roofer.com and AO Swag — raising $20M+ and shipping AI into production while running the business day-to-day. Across the businesses my partners and I have built, we're now north of $100M in annual revenue.

The pattern I kept seeing: leadership knows AI could help, but has no one to build it before momentum dies. Polyshares is the opposite of that. We embed, we build, and we leave you owning everything — and once in a while, when we believe in a business, we acquire it.

Nathan Mathews — Founder & Managing Partner · Meet the team

Questions

Common questions.

No slide decks. No 6-month diagnostics. No strategy without implementation. We identify the highest-impact workflows, deploy proven tools against them, and measure the result. All within one month.

Both. We primarily deploy off-the-shelf AI tools configured for your operation. When the right tool doesn't exist, we build bespoke software. Either way, you get something live, not a proposal.

Week 1: We map your operations and identify the two highest-ROI opportunities. Week 2: First tool goes live with real data. Weeks 3–4: We measure results and present a full implementation roadmap. No long-term commitment required.

Middle-market companies doing $5M–$500M in revenue — founder-owned, family-owned, or PE-backed. Typically 20–500 employees where operational overhead is the primary drag on EBITDA.

Every engagement is scoped on the intro call. We define the outcome, the timeline, and the deliverable before we start. No hourly billing, no open-ended retainers.

Yes, that's our core market. We work with operators in home services, field services, consumer, and light industrial. You don't need a technical team. We bring the technical layer and you bring the operational knowledge.

It starts with a 30-minute strategy call where we identify your highest-friction workflows. From there, we scope the engagement, get a signed agreement, and start deploying in week one. No lengthy procurement, no RFPs.

You do. 100%. Every line of code, every configuration, every workflow we build is transferred to you at the end of the engagement. No vendor lock-in. You're not renting our work — you own it outright.

Yes. Multi-brand deployments are one of our core use cases. We've built unified data layers across acquired brands, deployed the same AI stack across portfolio companies simultaneously, and built cross-brand reporting pipelines that give platform CEOs a single view of operations. If you're managing a portfolio, that's exactly the kind of leverage we're designed to create.

We define success metrics before we start: FTEs eliminated, hours saved, or revenue captured. At the end of the pilot, we deliver a one-page ROI summary with before/after numbers. Every engagement is scoped to a clear, measurable outcome.

We transform middle-market businesses with AI.