We partner with Private Equity firms to identify, quantify, and implement AI-driven efficiencies that directly boost valuations and accelerate exit multiples.
PE firms face increasing pressure for operational value creation beyond financial engineering. The old playbook isn't enough anymore.
Portfolio companies drowning in repetitive processes that drain margins and slow growth.
Traditional cost-cutting has diminishing returns. Real operational alpha requires new approaches.
Without AI expertise, high-impact automation opportunities go unidentified and unrealized.
PortCos lack the expertise to evaluate, implement, and scale AI solutions effectively.
AI readiness is rarely assessed, leaving value on the table during acquisition and exit.
Buyers expect operational excellence. AI-enabled PortCos command premium multiples.
Our proprietary 4-phase framework identifies, quantifies, and delivers AI-driven operational improvements.
Deep dive into PortCo operations, data infrastructure, and pain points. We understand where you are.
Pinpoint high-impact AI opportunities and agentic workflow potential across the organization.
Detailed financial modeling of projected EBITDA uplift and ROI for each initiative.
Actionable AI implementation plan and executive presentation for your investment committee.
We specialize in Agentic Workflows — AI systems that autonomously perform tasks, make decisions, and integrate across existing software. These aren't simple chatbots. They're intelligent agents that free up human capital for strategic initiatives while handling the operational heavy lifting 24/7.
Our work delivers measurable impact that flows directly to the bottom line.
20-50% operational cost reduction through AI automation, directly impacting profitability and margins.
Higher, more predictable EBITDA translates to increased exit multiples. AI-enabled PortCos command premiums.
Proactive identification and mitigation of operational inefficiencies reduces execution risk.
AI-enabled PortCos operate more efficiently and intelligently than competitors still running manual processes.
Our two-phase engagement model minimizes risk while maximizing value creation.
A fixed-fee, low-risk initial audit to prove value and build a comprehensive AI roadmap for your portfolio companies.
Engagement starts with a discovery call to scope the assessment.
Ongoing deployment and optimization of AI agents, ensuring continuous value creation across your portfolio.
Retainer engagement per PortCo for ongoing value creation.
Short sales cycle. Clear deliverables. Long-term, sticky relationships.
Deep understanding of PE value creation drivers, hold periods, and exit strategies. We speak your language.
Our proprietary AI Operational Audit methodology has been refined across multiple engagements and industries.
We focus on high-impact, autonomous AI solutions — not generic chatbots or surface-level automation.
Our commitment is to measurable EBITDA and valuation improvements. We succeed when you succeed.
Don't leave operational alpha on the table. Schedule a confidential 15-minute Discovery Call with our team to explore how AI can unlock significant value in your portfolio companies.