BlueSail AIBlueSail AI

Case studies

Production software built around real operations.

Deeper writeups on the custom platforms BlueSail has built: what broke, what replaced it, and how the system was designed around the workflow.

AI agent, internal build

Budget Bot

An agent for founders tracking expenses across business and personal accounts. Built for ourselves: it separates real spending from transfers, owner draws and loan payments, and messages twice a week when a budget is over or heading that way.

Internal build28 fixed categoriesLive
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AI search visibility agent

AI SEO Agent

An agent that checks what ChatGPT, Perplexity, Claude and Google AI Overviews say every week, reads Google Search Console, diagnoses why a business is missing, and fixes its own website. Built for BlueSail first.

4 AI engines trackedSearch Console built inLive
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B2B outreach automation

Outreach Engine

A fully automated B2B cold-outreach pipeline: Apollo-sourced prospects, verified emails, a personalized four-email sequence from your own mailbox, automated reply handling, and a live pipeline dashboard. Deliverability guarantees — RFC 8058 one-click unsubscribe, fail-closed personalization, no double-send, no tracking artefacts — built in, not bolted on.

230M+ Apollo contactsRFC 8058 compliantDeployed
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Investor operations portal

TidalCap

A role-aware investment operations platform with investor, representative, and administrator experiences over one fund, series, holdings, ownership, document, and reporting model.

$300M AUM (PE assets only)Investor self-serviceRLS-backed access
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Commission reporting platform

Dropzone

A custom commission calculation and payroll reporting platform that replaced an aging legacy desktop portal — avoiding the $4,500/month commercial alternative — for a wealth management firm.

$4,500/month alternative avoided$1.5B AUMLive
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Sports analytics platform

Gambletron

A sports research and decision-support platform that grew from an automated MLB research engine into a broader analytics, odds, tracking, and reporting product.

229+ MLB games20 beta usersHanded off
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Two-sided marketplace

Pickleball Deal Room

A sponsorship marketplace for professional pickleball athletes and brands, with discovery, offers, negotiation, contracts, content review, Stripe payments, and payouts.

One-month build30 athletesStripe Connect
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Have a workflow generic software cannot handle?

BlueSail builds custom software around the way your business actually works.

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