Build
a
Frontier
Consultancy
Angler transforms the delivery and margin of top consultancies and agencies.
What Angler does
Angler is your new teammate
Hours back on every engagement
Prep before every call, the right slide or cell on request, and scope warnings before the hours burn. No hunting for files, no prompt engineering.
Work that feels made for them
Every draft arrives the way Tim likes it: bar charts, in brown, the bridge first. Every claim is traced to its source before it reaches him. No more AI slop.
Client knowledge that compounds
Preferences, people and past work stay when consultants leave. The next proposal starts from everything you already know.
All of your client knowledge
is now a reusable asset.
Every engagement teaches your firm something about the client. Angler turns that into a durable asset that never leaves the firm.
Inside an engagement
One project, start to finish
Follow Angler through a ten-week operating review. Every nudge is built from work the team has already done, and everything it learns stays with the firm.
Case Northwind Retail · Q3 operating review · client lead Tim, CFO
-
Kickoff Week 1
Client memory from day oneScope lines, Tim's chart preferences and the open risks, in hand before the first call.
- SOW.pdf
- Proposal.pptx
- 11 past decks
Three workstreams, as sold
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Discovery Week 3
Out-of-scope warningWorkstream 2 is drifting outside the SOW. Flagged before burning the hours.
- SOW.pdf
- Timesheets.xlsx
Workstream 2's boundary
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Draft Week 5
Client-ready formattingTim likes bar charts, and he likes them brown. The draft now matches.
- Tim's last 3 decks
Tim: bar charts, in brown
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Steerco Week 7
Proactive meeting prepTim asked twice about the Q4 hedges. One page on the hedge reset, bridge first.
- Steerco transcripts
Tim: the bridge first, detail after
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Final Week 10
Content feedbackTwo takeaways on page 9 conflict with the Q3 model. Fix and source cells attached.
- Q3 model v7.xlsx
- Final deck · p.9
Q3 model v7 is the source
What the firm keeps Everything above stays on Northwind's account, so the next proposal starts from it.
Security
Security within your four walls
Security is a top priority. We deploy Angler into your own infrastructure, alongside the tools your team already uses.
Your environment
Connects to the tools your team already uses
Microsoft Teams
SharePoint
OneDrive
Outlook
Word
Excel
PowerPoint
Adobe Acrobat
Slack
Google Drive
Gmail
Google Docs
Google Sheets
Google Calendar
Dropbox
Granola
Angler vs. AI chat
Why not just use Claude or ChatGPT?
General-purpose assistants start every conversation knowing nothing about your clients. Angler starts from the engagement.
| Capability | Claude / ChatGPT | Angler |
|---|---|---|
| Works ahead of the teamPreps the next call and flags drift without being asked, so the team stays on target. | No | Yes |
| Already knows your client workEvery deck, model and transcript from the engagement. Nothing to upload or paste. | No | Yes |
| No prompt engineeringAsk the way you would ask a colleague. Angler supplies the context. | No | Yes |
| Remembers each client's preferencesTim's brown bar charts, stored against Tim and applied to every draft. | No | Yes |
| Knows the SOW and the scopeWarns when a workstream drifts outside what was sold. | No | Yes |
| Cites the exact text, table, slide or cellEvery answer points to its source, so it can be checked before it reaches the client. | No | Yes |
| Knowledge stays with the firmWhen a consultant leaves, what they learned about the client stays behind. | No | Yes |
Use Cases
Angler is built for consultants, by consultants.
Watch: Angler uses context from across documents to answer a Partner in seconds.