AI &
Automation
Build businesses efficiently.
Strategize. Execute. Automate.
AI and Automation Consultants with deep industry expertise
We Automate for:
01. Sales and Marketing
-Automated content production system
-Custom Automated CRM
-Document generator for Statements of Work or Proposals
-Lead scraping automated
-Automated email outreach system
02. Finance and Accounting
-Custom financial models
-Automated data cleaning for accounting
-Automated reporting for debt or equity
-Strategic finance/FP&A resources
-Cash flow management and automated 13 week cashflow creation
03. M&A Support
-Financial Due Diligence
-Potential Target scraping
-Deal Prospectus creation
-Automated investor reporting
-Preparation for sale
-Integration PMO services
Client Testimonials
"I never thought I would say I trust computers more than my own staff, but I do." -Primary Physician
"Sometimes I wake up to a call booked by my automated outreach campaign, it was a one time cost for free money" -Founder @Leafy Street
"Never expected my entire MVP to be created with no-code, really great when going to investors and there's very little burn" -Founder @:LRB
"I started working with a partner firm and the synergies with automated outreach and SOW generation are INSANE. Glad I have an expert team for delivery, there's too much work.
- Mateo Perez @MAPR Restructuring firm
4.8 out of 5 stars from 12 reviews
"I saw all of the waste coming from huge strategy consulting firms because I worked in them. I left to help businesses solve real problems, efficiently."
- Nate Samuels, Managing Partner
Youtube scraping tool to help automate lead generation
M&A Integration and Debt report automation, Treasury Automations and Cost of good sold model.
Sales pipeline and automated campaign outreach, Dynamic pricing tool and buyer journey revamp
Automated investor relations system with real time data
Invoice scraping automation with pricing tool for sales personnelle
Linkedin outreach automation, resume scraping and contract automation
About US
The Ocean Advisers story.
Mission statement:
Ocean Advisers work closely with Executives and business owners, side by side, to grant them freedom to make clear, meaningful decisions rather than acting as an operator.
Strategize, Execute, Automate.
Ocean Advisers are alumni of large, prestigious consulting firms that want to drive value with their clients. We come with best practices and insights from some of the largest companies in the world.
We left traditional consulting careers to pursue more meaningful work and helping our clients think into the future instead of on just today.
Ocean Advisers Templates
Free: PDF to Excel power query
Free: Linkedin Scraper with Apify to CRM
Free: Integration Plan for M&A in Smartsheet made by KPMG
Free: Text Linkedin post generator with Chat GPT