Case Studies

Access Industrial case study

From Tech Headaches to AI Breakthroughs: How Family Office Access Cut Costs and Launched Smarter Tools with GrayCyan

Family Office Access is a platform that connects founders and startups with family office investors. After acquiring a static, Excel-based product in 2016, CEO Danielle Patterson set out to transform it into a dynamic, data-driven subscription service. But after a series of tough experiences with previous developers, Danielle partnered with GrayCyan—and everything changed.

Before Working
with GrayCyan

Previous developers had full control over infrastructure and access, creating a “hostage” situation.

Rigid, hourly pricing models made budgeting unpredictable.

Their AI tool was inaccurate, slow, and failed to deliver value.

No flexibility to pause or scale development.

Support was limited, unresponsive, and lacked strategic input.

After Working
with GrayCyan

Launched a custom AI assistant (“Leo AI”) using a double-LLM system—cutting hallucinations and improving performance.

Completed a full rebrand from “Family Office List” to Family Office Access.

Danielle gained a fully integrated tech team that felt like an extension of her own.

Achieved major cost savings—GrayCyan’s solution came at a fraction of the previous team’s cost.

Established predictable, flat-fee billing that improved financial forecasting.

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The Process

Conclusion

GrayCyan helped Family Office Access regain control of their tech stack, rebuild trust in the development process, and launch smarter AI-backed features. Most importantly, Danielle found a partner she could rely on:

“You feel like our team—and it’s a fraction of what we were paying before.”

Danielle Patterson, CEO, Family Office Access

With a reliable tech partner in GrayCyan and a future-proofed platform, Danielle and her team are now focused on growth—and helping founders connect with the right investors, faster.