Case Studies
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
After Working
with GrayCyan
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The Process
Transitioned system ownership and infrastructure to Family Office Access.
Ran weekly, high-impact meetings led by GrayCyan’s cross-functional team (Shruti, Shikhar, Akash, Gagan), with Nish actively involved throughout.
Used ClickUp, Slack, Figma, and Excel to stay aligned with the client’s workflow.
Acted as both developers and strategic partners—offering ideas, tools, and direct client support when needed.
Adapted to evolving needs with a flexible, problem-solving mindset.
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.
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