Turn "AI value creation" from a thesis slide into scoped workflow priorities. We run a standardized AI assessment across your portfolio, identify the best-fit build candidates, and reuse a shared playbook so each project can reuse vetted decisions. Engineers who ship — and who've already delivered for PE-backed companies.
Each portfolio company is different, the operators are stretched, and most AI vendors sell tools, not outcomes. So the AI value-creation initiative becomes a pilot that stalls at one company and never scales across the portfolio.
We make it repeatable: one assessment lens, prioritized builds, and a shared playbook that compounds across your holdings.
What We Do
A standardized opportunity audit run across your holdings — same lens, same scoring — so you can compare AI workflow potential company by company. Scoped per company after discovery.
We build the best-fit AI workflows at selected portfolio companies — back-office automation, customer operations, reporting — with ownership retained by the company.
A repeatable AI playbook and shared patterns across the portfolio, so each new build can reuse vetted decisions instead of starting from scratch.
Pre-close, we assess a target's AI and automation readiness, so you can include scoped workflow opportunities in diligence planning.
Proven for PE
We automated a private-equity-backed client's general-ledger mapping from multi-day mapping work into a review-ready workflow — the kind of scoped, operations-relevant work we can evaluate across a portfolio, backed by Fortune 50 enterprise AI experience.
See customer resultsWho We Work With
Operating partners driving an AI value-creation agenda across holdings.
Operators who need the build done, not another vendor demo.
Diligence on a target's AI and automation upside before you close.
FAQ
We help PE firms turn AI value-creation theses into scoped portfolio work: a standardized assessment of each holding's opportunity, custom builds at best-fit companies, a shared playbook, and pre-close diligence on a target's AI readiness. We both advise and build — so the thesis has an execution path.
Yes. For a private-equity-backed client, we automated general-ledger mapping from a multi-day mapping workflow into a review-ready process. We understand the operational diligence and workflow constraints PE firms care about, on top of Fortune 50 enterprise AI experience.
We run the same opportunity assessment across your holdings so results are comparable, prioritize where AI has the clearest workflow fit, then build at selected companies using a shared playbook. Each company owns what we build, and the portfolio benefits from reusable patterns and infrastructure.
Yes. Before you close, we evaluate a target's automation and AI readiness and outline scoped workflow opportunities, so you can factor them into diligence and first-100-days planning.
A standardized AI opportunity audit Scoped per company after discovery. Portfolio engagements and builds are scoped to the work. See our AI pricing guide for ranges.
Timing depends on company access, data readiness, security review, and workflow complexity. Portfolio builds start with a focused first workflow once scope and business case are validated.
One conversation. We'll outline how we'd assess your holdings, where to scope the first workflow is, and how we'd build it.
Plan your AI workflow