The AI Advantage
MarginWise AI
AI Isn’t the Goal, It’s the Tool. Here's How Executives Should Think About It.
Who I am
I bring deep expertise in artificial intelligence and business strategy, ready to guide your organization through its AI transformation.
Davis HandlerDavis is an AI expert with a proven track record of developing solutions for fortune 100 companies. He has advised companies large and small on how to leverage AI.
Essential AI Terminology for CEOs
Understand the core concepts driving today's AI landscape to make informed strategic decisions.
Large Language Models (LLMs)
AI systems trained on vast text data to understand and generate human language (e.g., ChatGPT).
AI Agents
Autonomous AI programs that perform tasks or sequences of actions without constant human supervision (e.g. Lead Enrichment)
Chatbots
AI programs that simulate human conversation (written or spoken) for digital interaction (e.g Amazon Customer Support)
Machine Learning (ML)
A subset of AI enabling systems to learn from data, identify patterns, and make decisions with minimal human intervention.
Generative AI
AI systems capable of creating new, original content (text, images, music, video) based on learned patterns.
AI: Two Pathways to Value Creation
AI initiatives broadly categorize into two strategic pathways, each crucial depending on your business priorities and desired outcomes.
Bottom-Line AI: Cost & Efficiency
This pathway focuses on optimizing internal operations, reducing expenses, and streamlining processes. It's about doing things faster, cheaper, and with fewer errors.
- Automated invoice processing and reconciliation
- Predictive maintenance for equipment
- Supply chain optimization and logistics
- Automated customer service routing
As AI becomes embedded in standard software, many bottom-line applications will increasingly become commodities.
Top-Line AI: Revenue & Growth
This approach aims at generating new revenue, expanding market share, and creating innovative products or services. It's about driving new business opportunities.
- Personalized marketing and sales campaigns
- Dynamic pricing models
- New product feature recommendations
- Advanced market trend prediction
Top-line AI offers significant potential for competitive differentiation and substantial business growth.
Specific Areas to Focus On
Sales and Marketing are usually where AI creates the most strategic advantage, driving personalization, optimization, and top line growth. In today’s market, leveraging AI here is table stakes for staying competitive. Over time, AI in finance, accounting, and operations will also become table stakes as these capabilities are embedded into existing tools.
Sample AI Opportunities (Property Management)
Beyond sales and marketing, targeted AI applications can streamline operations and recover significant time and resources.
1. AI Call Agent (Lowest-Hanging Fruit)
- Challenge: High volume of non-urgent calls interrupt workflow (approx. 40 calls/day).
- Solution: Automated triage, AI voicemail transcription, summarization, and prioritization.
- Impact: Recovers 13-15 hours/week of high-value time, reducing interruptions and improving responsiveness.
2. AI Mail Processing Automation
- Challenge: Manual handling of physical mail leads to delays and lost documents.
- Solution: Utilize mail scanning services with AI classification (invoices, legal notices), data extraction, and team notification.
- Impact: Faster turnaround for important documents and reduced manual sorting efforts.
3. Natural Language Interface for AppFolio
- Challenge: Underutilized AppFolio data, hard to navigate for some team members.
- Solution: Develop an AI interface for natural language queries (e.g., "Show me all delinquent tenants").
- Impact: Makes insights more accessible and saves hours of manual report digging.
4. Chat Monitoring + Data Capture from Signal
- Challenge: Important information in Signal group chats gets lost, not centrally captured.
- Solution: AI monitors team chats, extracts key info (e.g., maintenance updates), and pushes to a shared database.
- Impact: Improved team visibility and record-keeping, reducing duplication and dropped threads.
Sample AI Opportunities (B2B Sales)
AI helps Roofing suppliers identify and reach the right roofing contractors faster using real-time data like storm paths, permits, and contractor activity to drive smarter, more targeted outreach.
Sample Targeted Sales Outreach Agent
- A deep research agent runs every day at 5am to find where were strong enough storms to cause roofing damage.
- The agent loops through each of those cities to find roofing companies
- The agent checks if those companies are in the CRM. If they are a draft message will be created and the account manager will be notified to reach out. If not a new lead will be created with a relevant opportunity.
- The appropriate product will be selected based on inventory, location, and cost.
Sample Email
Sample AI Opportunities (Investor Relations)
Leveraging AI to provide Limited Partners (LPs) with instant, accurate access to portfolio company performance data.
AI-Powered LP Engagement
Managing LP inquiries can be time-consuming, especially when they require specific data points from extensive quarterly reports. We developed an AI chatbot to revolutionize this process.
- Automated Information Retrieval: The chatbot is trained on all portfolio companies' quarterly reports, earnings call transcripts, and investor presentations.
- Instant Q&A: LPs can ask questions in natural language (e.g., "What was the companies revenue growth in Q2 2025?"), receiving immediate, precise answers.
- Reduced Manual Queries: Frees up investor relations and finance teams from repetitive data lookups, allowing them to focus on high-value tasks.
- Enhanced Transparency: Provides LPs with on-demand access to information, improving their experience and fostering stronger relationships.
Sample Chat Bot
Click the box below to open the agent trained on specific documents to offer LP's an easy way to leverage specific data. In this case a fictional Dialysis Center trained on FY2025 Q2 data.
Loading...
The Risk-Free AI Opportunity Assessment
Uncover AI's potential to drive significant margin gains in your business with our tailored, deep-dive assessment. I
Deep-Dive Analysis
We conduct 10+ stakeholder interviews to understand your operations and identify where AI can create the most value.
Tailored Use Cases
Receive 5+ high-impact use cases specifically designed for your team, tech stack, and existing workflows.
Expert Partnership
Benefit from the combined insights of strategic consulting and an expert AI engineer's analyzing your business.
Risk-Free Investment: Only $5K
If you're not completely satisfied, you don't pay. If you proceed with implementation, the $5K rolls directly into your project cost.
AI Opportunity Checklist Focus Areas
(Private Equity Fund)
(Private Equity Fund)
AI is rapidly transforming the private equity landscape, offering unprecedented efficiency and strategic advantage across the entire investment lifecycle.
AI Opportunity Checklist Focus Areas
(Real Estate Syndication)
(Real Estate Syndication)
The following table outlines AI opportunity areas a real estate syndication that allows for individuals to co-own vacation homes.
AI Opportunity Checklist Focus Areas
(ICHRA Benefits Broker)
(ICHRA Benefits Broker)
The following table outlines AI opportunity areas tailored to a ICHRA benefit provider doing over 10M of revenue a year. This table highlights areas of exploration during the AI checklist.
AI Opportunity Assessment
Assessment Deliverables: Your Roadmap to AI Success
Upon completion of your AI Opportunity Assessment, you will receive a comprehensive package designed to guide your next steps:
- Detailed Readout: A comprehensive presentation summarizing our findings, including a deep dive into your business's AI potential and recommended areas for implementation.
- Prioritized Use Cases: A breakdown of the 5+ high-impact AI/automation use cases identified for your business, complete with estimated ROI and implementation complexity.
- Build vs. Buy Analysis: Strategic recommendations on whether to develop AI solutions in-house or leverage existing vendor solutions for each identified use case, saving you time and resources.
- Technology & Integration Roadmap: Clear guidance on the technologies required and how new AI solutions will integrate with your current systems and workflows.
- Implementation Plan & Next Steps: A clear, actionable roadmap outlining the immediate next steps to begin your AI journey, including potential pilot projects and resource allocation.
Sample Checklist Focus Areas (Benefits Broker)
The following table outlines AI opportunity areas tailored to a ICHRA benefit provider doing over 10M of revenue a year. This table highlights areas of exploration during the AI checklist.
Sample Checklist Focus Areas
(Real Estate Syndication)
(Real Estate Syndication)
The following table outlines AI opportunity areas a real estate syndication that allows for individuals to co-own vacation homes.
AI Opportunity Assessment
Assessment Deliverables: Your Roadmap to AI Success
Upon completion of your AI Opportunity Assessment, you will receive a comprehensive package designed to guide your next steps:
- Detailed Readout: A comprehensive presentation summarizing our findings, including a deep dive into your business's AI potential and recommended areas for implementation.
- Prioritized Use Cases: A breakdown of the 5+ high-impact AI/automation use cases identified for your business, complete with estimated ROI and implementation complexity.
- Build vs. Buy Analysis: Strategic recommendations on whether to develop AI solutions in-house or leverage existing vendor solutions for each identified use case, saving you time and resources.
- Technology & Integration Roadmap: Clear guidance on the technologies required and how new AI solutions will integrate with your current systems and workflows.
- Implementation Plan & Next Steps: A clear, actionable roadmap outlining the immediate next steps to begin your AI journey, including potential pilot projects and resource allocation.