Turn "AI value creation" from a thesis slide into operational lift. We run a standardized AI assessment across your portfolio, build at the highest-ROI companies, and reuse a shared playbook so every project gets faster. 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 value-creation potential company by company. Starts at $5,000 per company.
We build the highest-ROI AI at each portfolio company — back-office automation, customer operations, reporting — driving real operational lift and EBITDA impact, owned by the company.
A repeatable AI playbook and shared patterns deployed across the portfolio, so each new build gets faster and cheaper instead of starting from scratch.
Pre-close, we assess a target's AI and automation upside, so you can underwrite value creation with eyes open before you buy.
Proven for PE
We automated a private-equity-backed client's general-ledger mapping from 40 to 80 hours down to under four hours — roughly a 90% reduction. That's the kind of measurable, EBITDA-relevant outcome we build across a portfolio, backed by Fortune 50 enterprise AI experience.
See client 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 drive AI-based value creation across their portfolio: a standardized assessment of each holding's opportunity, custom builds at the highest-ROI companies, a shared playbook so each project gets faster, and pre-close diligence on a target's AI upside. We both advise and build — so the thesis actually gets executed.
Yes. For a private-equity-backed client, we automated general-ledger mapping from 40 to 80 hours down to under four hours — roughly a 90% reduction. We understand the operational metrics and timelines 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 moves the needle most, then build at those 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 quantify the value-creation opportunity, so you can factor it into your underwriting and your first-100-days plan.
A standardized AI opportunity audit starts at $5,000 per company. Portfolio engagements and builds are scoped to the work. See our AI pricing guide for ranges.
An audit takes one to two weeks per company, and because the roadmap is ranked by ROI, builds start with quick wins. First deployments typically go live in around 14 days.
One conversation. We'll outline how we'd assess your holdings, where the fastest value is, and how we'd build it.
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