Client Case Studies
Stories, takeaways, and small breakthroughs from teams learning with HeronAI.
By swapping a giant Notion database for HeronAI’s portfolio layer, Bold Ventures cuts 5–10 hours of weekly check-ins and makes it easier to spot signals across a heterogeneous, impact-driven portfolio, without asking founders to change their tools.
Scaling Portfolio Monitoring, Not Headcount
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Scaling Portfolio Monitoring, Not Headcount
By swapping a giant Notion database for HeronAI’s portfolio layer, Bold Ventures cuts 5–10 hours of weekly check-ins and makes it easier to spot signals across a heterogeneous, impact-driven portfolio, without asking founders to change their tools.
The Lead-Gen Agency That Fired Its Franken-Sheet
How Enrich, a lead-gen agency, cut spreadsheet time, tightened six-figure forecast swings, and got the whole team working from one clean HeronAI forecast instead of a tangle of Excel files.
David’s Story: The Investor Who Saw HeronAI as a Game Changer
A seasoned commercial banker explains why HeronAI fills a massive gap in finance and accounting for SMEs.
The Luxury Jeweler That Turned 20 Hours of Reporting Into Instant Insight
A 40-year luxury jeweler used HeronAI to cut 20 hours of reporting and finally see its business more clearly.