Case studies

Selected engagements.

Virtova client engagements are confidential by default. The case studies below are either published with explicit client authorization or anonymized so the client cannot be identified, and are chosen because they illustrate how a specific category of work runs in practice.

• October 13, 2026 · Private equity — services · PE technology diligence, AI thesis, and 100-day plan

  A founder-built platform, a sponsor's AI thesis, and a modernization plan that fit inside the base case

  A private-equity sponsor acquiring a founder-led services business needed to know whether the company's homegrown technology was a liability or a lever. Virtova delivered the investment-committee read-out in under a week: valuable core logic and data, wrapped in two categories of material risk, key-person concentration and end-of-life infrastructure. The plan retired both in year one and laid the foundation for agentic AI, funded entirely inside lines the sponsor's model already carried. The acquisition closed and the first 100 days ran against the plan. Identifying details are withheld at the sponsor's request.

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• April 27, 2026 · U.S. banking · AI strategy, MRM under SR 26-2, and financial-crime platform deployment

  Agentic AI for BSA/AML and SR 26-2 readiness at a top-20 U.S. bank

  A top-20 U.S. national bank converted a year of AI strategy, AI governance under SR 26-2, and an agentic regulatory-documentation factory into the production deployment of AutoCEN — the Frontier Foundry AI-native financial-crime platform — alongside a portfolio of targeted process-automation pilots. The work moved BSA/AML, OFAC sanctions, and fraud compliance from a cost center stuck in queue management to a deterministic, examiner-readable, AI-native operating discipline.

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• September 15, 2025 · U.S. banking · AI bank-rating platform build (CAMELS successor)

  EAGLES² — a modern, AI-powered successor to CAMELS

  A Big 4 / top-3 consulting firm converted six months of fixed-scope work with Virtova into EAGLES² — a reusable, AI-native bank-rating platform that parallels and extends CAMELS across seven dimensions, 200+ specialized models, and 15+ external data feeds. The platform produces a defensible rating per institution without requiring internal-data access from the bank being rated, making it deployable at scale across the firm's hundreds of bank engagements.

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• April 22, 2026 · Asset management — multi-strategy hedge fund · AI portfolio intelligence platform deployment (Skyra)

  A multi-strategy hedge fund, 40% sustained Sharpe-ratio improvement, no cloud

  A multi-strategy hedge fund replaced an inconsistent legacy risk stack with Skyra — Frontier Foundry's on-premises AI portfolio-intelligence platform — under a Virtova-led engagement. Year 1 annualized against the prior twelve months: 40% sustained Sharpe-ratio improvement, 85% reduction in portfolio analysis time, 90% reduction in manual reporting, 3× improvement in risk-alert accuracy. Strategy data never left the fund's infrastructure.

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• May 6, 2026 · Healthcare services — health-insurance communications · On-premises AI member-engagement platform deployment (Limni)

  Healthcare member engagement, $7–10M projected, no record off-premises

  A U.S. healthcare-communications firm — managing member communications and portal onboarding for a top-tier national insurer across multiple millions of insureds — deployed Limni, Frontier Foundry's on-premises LLM platform, under a Virtova-led engagement. From a 2.5% portal-registration baseline and address-only source data, the engagement produced five actionable member segments, a channel-prioritization framework, and $7–10M in projected digital-engagement revenue. Ten days from first data access to first channel recommendations. No member record left the client's infrastructure.

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