Strategic Consulting
How Cabrera & Co Built a Private AI Platform That Transformed Their Entire Consulting Practice
A fully private AI platform with custom workflows, automated deliverables, and role-based access — saving 80% of manual work while keeping all client data confidential.
About Cabrera & Co
Cabrera & Co is a commercial strategy consulting firm based in Guadalajara, Mexico. They work with CEOs and leadership teams across Mexico, Central America, and South America — delivering strategic consulting engagements, executive coaching programs, and sales and employee training. Their work involves highly confidential client data that demands the strictest privacy protections.
The Challenge
Cabrera & Co wanted to adopt AI across their entire operation, but the available tools on the market presented a fundamental problem: public AI platforms like ChatGPT couldn't guarantee that sensitive client information — strategic plans, financial data, organizational assessments — would remain private and confidential.
They needed a platform that was fully personalized to their consulting methodology, accessible to all 6 team members, and completely private. Off-the-shelf AI tools simply couldn't meet all three requirements at once.
Our Approach
YUNO built a fully private AI platform tailored to Cabrera & Co's consulting workflows from the ground up. Every tool, workflow, and output was designed around their specific processes — not generic templates.
- — Built a private AI chatbot with deep knowledge of the firm's methodology and processes
- — Automated document creation for the entire internal consulting workflow — from diagnostics to final deliverables
- — Created specialized tools for recurring CEO coaching engagements
- — Built workflows for employee training and sales team development programs
- — Implemented role-based access so every team member gets the right tools securely
- — Ensured all client data remains private — no information shared with any third-party AI provider
Ongoing Partnership
Cabrera & Co is one of YUNO's longest-standing clients. For nearly two years, they've maintained a monthly support partnership where YUNO manages their AI operations and development — keeping all models and platforms up-to-date, secure, and continuously delivering business value. This outsourced AI operations model allows the firm to stay at the cutting edge without needing in-house AI expertise.
The Results
80%
Less time on manual processes
6
Team members on the platform
~2 yrs
Ongoing partnership with YUNO
"The private AI platform YUNO built for us has completely revolutionized the way we work. We cannot imagine going back to operating without the tools they've created."
— Francisco Cabrera, CEO, Cabrera & Co
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