A readout to a client's leadership team
AI consulting and implementation

We don't pitch pilots.
We ship outcomes.

Blue Orange works with private equity firms and their portfolio companies to find where AI pays and build it into the business. Forward-deployed teams of senior engineers own the outcome, on the best tools for the job, not products of our own.

250+ production systems since 2016  ·  SOC 2 Type II  ·  New York

Running a portfolio company

Your first workflow live in 100 days

We start where you are, pick the workflow with the shortest path to the P&L, and build it with your team so they own it after.

Operating partner at a fund

Every portfolio company on one map

Ranked by estimated savings, one lighthouse company shipped first, and what ships there transfers to the next.

We build on
ClaudeDatabricks
Runs in your cloud
AWS
Azure
SOC 2 Type II
Investment firms we work with
Operators we have built for
Where you are

One technology. Five levels of use.

AI can be a chatbot your people ask, software that runs a whole workflow, or an operation that runs itself; we defined the five levels in between. Our first job is to place each workflow, department and use case on the level it needs: the right fit, not the biggest build, so the investment matches the return.

  1. Level 1Chat & Copilot
  2. Level 2Connected Intelligence
  3. Level 3Workflow Agents
  4. Level 4Orchestrated Systems
  5. Level 5Autonomous Operations

Level 3 is where cost per seat becomes cost per task.

Level 1Chat & Copilot
Level 2Connected Intelligence
Level 3Workflow Agents
Level 4Orchestrated Systems
Level 5Autonomous Operations
How we work

Three stages. Start where you are.

We understand your business and your data, say what is worth building, build it with your team, and stay until it runs. Each stage is priced up front, and you can start at the one you are at.

  1. Stage 1 of 3

    Assess

    A read-only look at your data and how work gets done today, then a ranked list of what is worth building, with the savings and the time to value. Two hours to start; two to four weeks for the full picture.

  2. Stage 2 of 3

    Build

    Our business analysts, forward-deployed engineers and AI specialists build the first workflow with your team, in your cloud, live within 100 days.

  3. Stage 3 of 3

    Scale

    We stay until it runs on its own, then take what worked to the next function or the next company.

Alongside every stage

Advisory. A senior AI lead on retainer for the board, governance and vendors, from the first stage on.

Your data stays in your tenant. A readout every week, written for the operator and the board. SOC 2 Type II on our side.

What AI changes

Real workflows, before and after.

Six workflows from client engagements: the steps a team did by hand now run on software, and a person reviews the exceptions. That is what AI does to a company: cost, revenue, and the pace of improvement.

Cost savingLevel 3
Private equity firmConsumer-focused fund · deal team

CIM review cycles 4x faster

Reviewing a confidential information memorandum

BeforeDays
AfterHours
Analysts read each CIM end to end
Agent extracts terms, financials and risks
Key terms re-keyed into the model
Populates the model and flags gaps
Team of 70 works the queue
Ten analysts review the exceptions
People do every step
Agent runs it, a person reviews
Manual data processing down 75%. The analyst queue went from 70 people to 10; the rest moved to judgment work.
Reads fromPitchBookIntapp DealCloudDatasiteMicrosoft 365
Runs onClaudeDatabricks
Case study

Level 3 means an agent runs the workflow and a person reviews. See the five levels

Client story

Proof, in production.

DentalXChange, backed by Bregal Sagemount, went from hours of manual reporting to real-time visibility. Hear it from their team.

Minutesreporting, down from hours
Real timeoperational visibility
Where you are

Five levels. We start from yours.

We defined five levels of AI maturity to show a company what kind of system it needs, from a chatbot people ask (Level 1) to an operation that runs itself (Level 5). We move one workflow at a time, to the level its P&L needs.

One workflow, five levels · the month-end close

Level 3: Workflow Agents

An agent runs the close end to end. People review the exceptions it flags and approve.

Peoplereview two steps
Agentsrun four steps
Pull actualsAgent pulls and reconcilesAn agent does this step.
Compare to budgetAgent computes and ranksAn agent does this step.
Draft commentaryAgent drafts the commentaryAn agent does this step.
Investigate exceptionsAgent flags 4; a person digs inAn agent does this step and a person reviews it.
Review and approveController approvesAn agent does this step and a person reviews it.
Send the board packAgent assembles and sendsAn agent does this step.
Who does the work67% agents · 33% people
Impact at level 3Compared with Level 1
Time to close
Before: 14 days2 days
People hours per close
Before: 12024mostly review
Est. savings per year$98K
Hours saved at $85/hr loaded cost, 12 closes a year. One workflow of many.
You pay pertask

Cost per seat becomes cost per task. This is the line between a faster headcount and a cheaper function.

The marker climbs on its own, or click a level. Level 3 is where cost per seat becomes cost per task.

A working session around a conference table
A whiteboard session with a client team
An engineer at a keyboard with a colleague
Who shows up

Senior people, in the room with you.

No layers of junior staff. The engineers who design the system are the ones who ship it and sit with your team until it runs.

production systems since 2016
250+
days to the first workflow
100
weeks to know where AI pays
2 to 4
Pricing and timelines

What it costs and how long it takes.

Three stages and an advisory retainer, each with a published range.

  • Find where AI paysStage 1 of 3

    Assess

    Know where AI creates value.

    Time
    2 to 4 weeks
    Price
    $25K to $50K

    Two-hour diagnostic first, then the full readout: opportunity map, ROI model, 90-day plan, board-ready.

    Explore Assess
  • Build the first workflowStage 2 of 3

    Build

    Ship the first workflow.

    Time
    3 to 6 months
    Price
    $75K to $350K

    A senior pod takes one function to Level 3 (software runs the workflow, people review the exceptions) in production. First workflow live by day 100.

    Explore Build
  • Repeat it across the portfolioStage 3 of 3

    Scale

    Repeat it across the book.

    Time
    Per year, annual agreement
    Price
    $250K to $1.5M+

    What ships at company one is the starting point at company two. 3 to 15 companies.

    Explore Scale
  • A senior AI lead on retainerAlongside every stage

    Advisory

    Fractional AI leadership.

    Time
    Monthly, 3-month minimum
    Price
    $15K to $30K / mo

    A Portfolio Success Partner for board reporting, governance, and vendor management.

    Explore Advisory

The 100-day plan: Assess plus the first Build

Day-by-day
  1. Days 1 to 15AssessDiagnostic, opportunity map, ROI, board-ready
  2. Days 16 to 45ArchitectOperating model, data foundation, guardrails
  3. Days 46 to 80Build and deployPipelines and agents live, monitoring on
  4. Days 81 to 100MeasureEBITDA reported, playbook documented, next company queued
Who we work with

The sectors we work in.

Operationally complex, data-heavy businesses, and the PE firms that own them.

FAQ

Frequently asked questions

Blue Orange is a consulting firm that helps PE-backed companies figure out where AI will actually pay, then builds it into their operations. We build on Claude and Databricks, with senior engineers embedded wherever the portfolio is.

Blue Orange Digital works across financial services, healthcare, manufacturing, CPG and retail, and technology and SaaS sectors. We specialize in serving private equity firms, PE-backed portfolio companies, and operationally complex enterprises that need data and AI systems built for production.

Engagement timelines depend on scope. An Assess engagement takes 2 to 4 weeks, a Build stage runs 3 to 6 months, and Scale programs are portfolio-wide. We also offer monthly Advisory retainers for fractional AI leadership.

Blue Orange delivers senior technical depth and practical execution without the overhead, slow cycles, or layered staffing of traditional consulting. Clients work directly with experienced builders and strategists. We also put skin in the game with outcome-based fee structures tied to production results.

In three stages, with advisory alongside. Stage 1, Assess, finds where AI pays in two to four weeks. Stage 2, Build, puts the first workflow live in 100 days. Stage 3, Scale, repeats it across functions and the portfolio. Advisory is a senior AI lead on retainer. Every stage is priced up front, anchored in the L1 to L5 maturity framework, and you start at the stage you are at.

Five levels of AI maturity. L1, people use a chatbot. L2, the chatbot knows your data. L3, software runs a whole workflow and a person reviews the exceptions. L4, several agents coordinate. L5, the system starts its own work under policy. Most companies are at L1. We move them up one workflow at a time, as far as the workflow is worth taking.

Next step

Let's find where AI pays.

Two hours, read-only, with an engineer who has shipped this. You leave knowing what level you're at and what's worth funding.