Web & Mobile App
Tethral
Turning a founder's ambitious smart-home vision into a reliable, repeatable ship-it machine — hardware, apps, AI agents, and checkout, delivered together.
01
The starting point
Client portfolios lived in spreadsheets. Contract updates in the CRM. Renewals, forecasting, and client communications scattered across email threads. Every KAM was holding the whole picture together in their head and things were slipping through.
Follow-ups got missed. Reports didn't match. Onboarding dragged. And nobody had a clear view of which accounts were healthy and which were quietly at risk.
It wasn't a people problem. It was a wiring problem: nothing was connected.
02
Where the work was actually breaking down?
Look closer and the failure points were specific:
Reporting
numbers pulled from different tools never quite matched, so no one fully trusted the report
Follow-ups
renewals and check-ins lived in individual inboxes, so they got missed when someone was busy or out
Onboarding
every new client meant re-entering the same data in three places, which slowed everything down
Account health
with the picture spread across systems, no one could see which accounts were thriving and which were slipping until it was too late
None of this was carelessness. It's what happens when good people run a growing business on tools that don't talk to each other.
03
What Singular built
We designed and implemented a centralized wealth-management platform on a scalable Airtable backbone with automated workflows. The system unified the entire operating layer:
Unified client portfolios — every account, one view, real-time
Automated contract intake and renewal alerts — no more missed follow-ups
Triggered billing processes — revenue flows without manual handoffs
Real-time dashboards — for internal teams and clients
We treated the visible interface, the operating workflow, and the underlying data model as one system — because that's what makes it coherent for users and practical for the team maintaining it.
The strategic decision wasn't "automate some tasks." It was: consolidate the company's operating knowledge into one governed platform first — so every downstream workflow, report, and client interaction runs on truth, not tribal knowledge.
Evidence
What it produced
100x+ ROI
The return from automation vs. the cost of building the platform.
5x lighter operational load
The team got the equivalent of days back every month.
Reliable, visible account management
Portfolios that used to be guesswork are now live and trusted, for the internal team and Invercorp's clients alike.
Outcome
What growth looks like now
1
5x the portfolio load, same team.
The 5x workload reduction means KAMs spend their time on client relationships and growth, not on copying data between spreadsheets.
2
Onboarding that doesn't fall behind.
Automated contract intake and renewal alerts mean new clients start on time — no more delayed onboarding creating a bad first impression.
3
Clients can see their own portfolios.
Real-time client-facing dashboards turned a service black box into a transparent interface — a retention and referral asset.
4
Billing runs itself.
Triggered billing processes mean revenue flows aren't waiting on someone to manually reconcile a spreadsheet.
5
A platform that scales with them.
Built on a foundation designed for the next phase of growth — not patched together for the last one.
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