YOUR AI & DATA PARTNER FOR PORTFOLIO VALUE CREATION
Build unified data infrastructure and deploy intelligent automation that drive measurable EBITDA improvement, from single portfolio company transformations to systematic portfolio-wide value creation.
What PE Firms Face
Fragmented Systems
Disconnected ERP, CRM, and operational tools block portfolio-wide insights, benchmarking, and visibility.
AI Theater
POCs and strategy decks that never reach production, draining time and funding without delivering value.
Slow, Misaligned Execution
Transformation cycles measured in years—not quarters—misalign with board expectations and investment timelines.
Unclear ROI
Difficult to separate hype from high-impact automation opportunities that drive real EBITDA improvement.
The PE Value Creation Model
A proven system to unlock measurable operational efficiency and
EBITDA impact—at portfolio scale.
Unified Data Infrastructure
Modern data platforms that eliminate fragmentation and enable portfolio-wide analytics.
Rapid Deployment
Strategy to production in quarters, aligning impact with board-cycle timelines.
Intelligent Automation
Agentic workflows deployed into production from day one, reducing manual effort and errors.
Outcome-Aligned Partnership
We tie our success to measurable portfolio impact—with transparent results at every stage.
Services Built for PE
Value Creation
How We Partner with PE Firms
We deliver at the pace your portfolio demands. Start with
strategic clarity, validate with focused deployment, scale
with proven systems—or engage at any stage based on
where your portfolio companies are today.
01 
Strategy
Identify high-impact AI and data opportunities across portfolio companies with clear ROI roadmaps and prioritized execution plans.
02 
Validate
Prove value with focused proof-of-concepts that deliver measurable results in controlled environments before full-scale deployment.
03 
Deploy
Build and deploy production-grade infrastructure and AI systems that reach live operations and deliver measurable efficiency gains.
04 
Scale
Replicate proven playbooks across additional portfolio companies with decreasing time and risk as the model matures.
600+ Portfolio
Companies |
$90B+ AUM
Challenge
Needed systematic AI and data strategy across diverse portfolio. Internal team couldn't scale, portfolio companies had fragmented data systems blocking insights.
Solution
Deployed portfolio-wide AI platform with agentic workflows and unified data infrastructure across select companies.
Results
- 75% reduction in manual data processing time.
- 70→10 analyst team optimization through intelligent automation.
- 4× faster CIM review cycles.
- Replicable model now scaling across additional portfolio companies.
Post-acquisition data consolidation across multiple NCAA merchandise brands with modern infrastructure
Results: 25% reduction in data management costs
Unified fragmented ERP and CRM data, deployed production analytics infrastructure
Results: 40% operational efficiency improvement
End-to-end data audit and infrastructure revamp for deal platform optimization
Results: Enhanced sales performance and data-driven deal sourcing
Beyond Automation:
Agentic AI in Production
01
Built for Production from Day One
Our agentic systems run in live operations with built-in governance, observability, and accuracy controls—not demos that never reach deployment. Real automation delivering measurable efficiency gains.
02
Complex Workflows, Autonomous Execution
Handle multi-step processes that require reasoning across data sources, decision-making, and tool orchestration—the kind of operational workflows that drive portfolio value but traditionally require significant manual effort.
03
Systems That Get Smarter
Agentic AI learns from outcomes and refines execution over time—creating compounding efficiency gains as systems mature. What starts as 20% improvement grows stronger with deployment.
04
Make Existing Systems Smarter
Meet users where they work. We integrate AI into existing tools and processes, driving adoption without disruption.
Why Blue Orange Digital
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Ready to Drive Portfolio
Value Through AI & Data?
Trusted by leading private equity firms to deliver measurable portfolio impact through AI and data.
