AI value creation for your portfolio. From diligence to exit.
We implement automation inside portfolio companies and audit how they use AI, then report it in the language of the deal: EBITDA impact, hold-period timelines, and a story that holds up at exit.
Fixed-scope engagements · Pilots live in 1 to 3 weeks · Sponsor-ready reporting
of manual work eliminated for clients in 2025
operator experience, startups to large enterprises
from kickoff to a live pilot in a portfolio company
The thesis
Every deal now has an AI question
The sponsors who can answer it with working systems, not a slide, will underwrite differently and exit better.
The deals are operational
The businesses being bought today run on manual work: intake, quoting, invoicing, reporting. That labor sits directly between the entry multiple and the exit story.
The AI question is now standard
Investment committees and LPs expect an AI answer for every deal. Most portfolio companies cannot produce one, and most sponsors do not have anyone to build it.
The expertise gap is real
Strategy firms analyze but do not build. Dev shops build but do not speak sponsor. Value creation needs both: implementation depth and fluency in the deal.
Where we plug in
Built around the deal lifecycle
The same engagement model our operating clients run, mapped to how a deal actually moves.
AI and automation diligence
A diligence-grade audit of the target's manual-work exposure and current AI usage: where the hours go, what is automatable, what the risks are, and what it is worth. Delivered as an opportunity map with an EBITDA range you can put in front of the committee.
Proof inside the portfolio company
One high-friction workflow, live in production in 1 to 3 weeks, with a measured before and after. Small enough to run alongside integration, real enough to anchor the value-creation plan.
Value creation at operating cadence
The pilot pattern extends across functions in 4 to 8 week rollouts, then runs as an ongoing program: quarterly roadmap, governance reviews, and reporting that keeps management and the deal team on the same page.
A sell-side story that survives diligence
Documented workflows, audit trails, and transferable systems. Automation that is explainable to a buyer's diligence team supports the multiple instead of raising questions.
The sponsor math
Recovered hours compound at the exit multiple
Automation savings are not a cost line. They drop to EBITDA, and EBITDA is what gets multiplied.
Hours recovered
in one portfolio company
EBITDA impact
at a $55 loaded hourly cost
Enterprise value
at an 8x exit multiple
Illustrative, using one workflow in one company. Diligence sizes the real number for your target before you underwrite it.
The portfolio multiplier
Build the playbook once. Deploy it across the portfolio.
Portfolio companies rhyme: similar functions, similar bottlenecks, similar systems. That similarity is leverage no single-company buyer of consulting ever gets.
First deployment
Full discovery, build, and calibration inside one portfolio company. This is where the playbook is written.
Every similar portco after
The playbook repeats: same workflow shape, same guardrails, faster timeline and lower cost each time it lands.
Portfolio-level reporting
One view of hours recovered, EBITDA impact, and automation coverage across companies, in the format your partners meeting expects.
Governance
Automation your fund can stand behind
Human-in-the-loop checkpoints, audit trails on every automated decision, least-privilege access, and production monitoring. The same controls we bring to enterprise engagements, on every portfolio deployment.
Common questions
What deal teams ask first
Do you work pre-LOI?
Yes. Diligence engagements are fixed-scope and structured to run inside deal timelines, from a quick outside-in read during early evaluation to a deeper audit during exclusivity. We fit the process you already run.
Who owns what you build?
The portfolio company does. Workflows run inside its systems on credentials it controls, with documentation and enablement so its team can operate what we build. No dependency by design, which also reads well at exit.
How do you work with our operating partners?
As the implementation arm. Operating partners set priorities and hold the relationship with management; we audit, build, and report. Where there is no operating team, we work directly with portfolio company leadership and report to the sponsor.
How do you price?
Fixed scope and fixed price per engagement: a diligence audit, a pilot, or a rollout each has a defined deliverable and cost agreed up front. Programs run on a simple retainer. No open-ended time and materials.
Bring an AI operating capability to your next deal
A 30-minute briefing: how we run diligence, what a first pilot looks like inside a portfolio company, and where the portfolio multiplier applies to your holdings.
Or start with the enterprise overview to see how we work inside large organizations.