For facilities & services

Win the right bids, priced right, without burning your team out.

We set up AI that watches your bid capacity, sharpens your labour pricing, and flags overload before a deadline slips. Built on your own data, connected to your systems, and kept running by us. The conversation starts with your business, not with AI.

Book an audit See the work
The problem

Dozens of live bids. No clear view of who is stretched, or what to charge.

High-value bids run in parallel, each with its own deadline. Capacity lives in people's heads until someone is booked onto three at once and a submission slips. Labour is loaded by gut feel and spreadsheets, so margin is a guess. You find out the estimate was wrong when the contract is already being delivered.

The usual answer is to buy more AI. That is how you end up with a drawer of tools nobody uses. We start the other way round: find the one job worth fixing in your bid function, and fix it properly.

The offer

Diagnose. Fit. Keep it running.

Three ways to work with us. Every one starts with your bid function, not with AI.

Diagnose

A fixed-price audit

Two weeks inside one function. We find where the work is worth handing off and give you a prioritised plan with the business case attached. If AI is the wrong answer, we say so.

Fixed price · two weeks
Fit and maintain

A managed service

We set up the AI that does the work, wire it into your systems, and keep it running. A person signs off anything that changes a record, and you see every cost.

Per organisation · plus setup
On call

A fractional advisor

A second opinion and a steady hand as your team adopts. The judgement of someone who has built the thing, without adding headcount.

Retainer · senior
How we work

Think of us as the Ace Hardware of AI. Well stocked, and we know every part on the shelf. More interested in fixing your problem than in the newest, shiniest tool. Solutions, not products.

A person signs off
Nothing that changes a record happens without someone approving it.
It remembers
The tools hold your business in memory between jobs, not just inside one chat.
Yours alone
Your data and your setup stay yours. Nothing shared across clients.
Every cost visible
Usage and spend are in the open, with caps you set per team.
Proof

Delivered inside a facilities group.

Two workstreams for one client, both built on their own data. Anonymised.

Bid capacity
Problem. Dozens of concurrent high-value bids, with team overload invisible until a deadline slipped.
Objective. See the crunch coming days ahead, not in the post-mortem.
Solution. A capacity view built on their existing bid data that flags when people are stacked onto too many bids at once.
Overload visible days ahead of the deadline.
Bid pricing
Problem. Labour loading for large service bids priced by gut feel and spreadsheets.
Objective. Price faster, and closer to what delivery actually costs.
Solution. An AI labour-loading tool, refined against real outcomes across successive versions.
Pricing brought materially closer to delivered cost.

We also work across financial technology and consumer brands. Ask for those examples on a call.

The platform

Built on Parley. Proven by Riposte.

One person can run many clients' setups from one place. That is what lets a service scale without turning into day-rate work in disguise.

Riposte
● Live · paying client

Surfaces the relationships your team is building but not logging. It watches the people who matter and tells you when to engage, then feeds that activity back into your CRM.

Parley
● Operational

The workshop behind the managed service: the AI that does the work, with memory, sign-off, isolation, and spend caps built in. Owned and run by Crest Advisory.

Start here

Start with your bid function.

Two weeks inside bidding, a prioritised plan with the business case attached. Leave your email and we will reach out if there is a fit.

We will reach out if there is a fit.
Noted. We will be in touch.