Polyshares | AI Transformation for the Middle Market

Who We Work With

Three ways to work with us.

01

Business Owners

Founder-owned and family-owned companies that know AI could transform their operation but have no one to build it. We embed, deploy, and leave you owning everything.

AI Deployment →

02

PE Platforms

Unified AI infrastructure built once and deployed across every portfolio company. One engagement, multiple brands, compounding returns.

Cross-Portfolio Deployment →

03

Sellers

Thinking about an exit? We acquire middle-market businesses — and our acquisition process starts with a free AI diagnostic of your operation.

Acquisitions →

The Problem

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

The result is usually a six-figure engagement that produces a slide deck, or a pilot that stalls before anyone sees a dollar of return.

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, decision chains, and operational bottlenecks to find where AI creates the highest-impact return.

02

Deploy

We configure and deploy off-the-shelf AI tools against your highest-friction workflows. Live in weeks, not quarters.

03

Build

When the right tool doesn't exist, we build it. Bespoke CRMs, cross-brand data pipelines, internal dashboards — purpose-built for your operation.

04

Measure

We quantify the result: FTEs eliminated, hours saved, workflows automated. You get working software, ROI documentation, and zero vendor dependency.

Services

One service. Every tool required.

01

AI Call Handling & Automation

AI call handlers, Slack agents, workflow automation — deployed against your highest-friction manual processes. Off-the-shelf tools configured to your exact operation.

02

Bespoke CRM & Data Infrastructure

Purpose-built CRMs, cross-brand data pipelines, internal dashboards. When the right tool doesn't exist, we build it — purpose-built for your operation.

03

Cross-Portfolio Deployment

For PE platforms: unified AI infrastructure built once and deployed across all portfolio companies. One engagement, 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.

Deployed an AI call handler for an inbound-heavy operation. Calls answered 24/7, zero hold time, zero missed leads. Full-time receptionist redeployed to higher-value work.

1 FTEEliminated

Workflow Automation

Admin hires avoided.

Configured AI agents to handle repetitive payroll and HR admin tasks. Reduced manual processing time by over 80%, removing the need for 1–2 dedicated admin hires.

1 FTEAvoided

Bespoke Build

CRM live in 30 days.

Built a bespoke CRM to replace a bloated enterprise platform. Delivered in 30 days. Full adoption within 60 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 in home services and AO Swag in consumer, raising $21.5M across both. I've sat in the CEO chair during PE-backed growth, integrated acquired brands, managed investors, and shipped AI into production while running the business day-to-day.

The pattern I kept seeing: leadership knows AI could help. What they don't have is the internal talent to scope it, build it, and get it into production before momentum dies.

Polyshares exists to be the opposite of that. Once in a while, when we find a business we really believe in, we acquire it — but the core of what we do is simpler: we embed, we build, and we leave you owning everything.

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.