EDGE Assess
Know Where AI Moves EBITDA - in 2 to 4 Weeks
Before you fund anything, you need to know what is worth funding. EDGE Assess audits operational workflows, ranks AI opportunities by payback period and EBITDA impact, and delivers a board-ready action plan. For one company or a portfolio cohort. No deckware. No vague recommendations. Just the clarity your operating review needs.
What Leadership Gets
Workflow and Operations Audit
We map the workflows that drive cost - finance, HR, procurement, IT operations, customer service - identifying manual bottlenecks, tool sprawl, and the automation candidates with the highest payoff.
AI Opportunity Heatmap
Every opportunity scored by implementation complexity, estimated ROI, and strategic priority. Specific to your operations, your data, and your team - not a generic framework applied to your company.
ROI Quantification
Estimated annual savings, implementation cost, payback period, and projected EBITDA impact. In the language your board and operating partners use, not technology jargon.
90-Day Action Plan
A sequenced roadmap of what to do first, second, and third. Aligned to your resources, your risk tolerance, and your board reporting cadence.
Board-Ready Findings
A polished readout you can drop directly into your next operating review or board meeting. No rework. No translation. Ready to present.
How It Works
Kickoff and Operator Interviews
We interview functional leaders, review the technology stack, and align on what success looks like for the business and the fund.
Workflow Mapping and Scoring
Our technical team maps back-office workflows end-to-end and scores where AI and automation create the fastest payback.
Opportunity Ranking and ROI Modeling
We build the financial model, compare the strongest opportunities against each other, and define the 90-day action plan.
Readout and Decision
Board-ready findings, a live walkthrough with leadership, and clear next steps - whether that is deploying at one company or rolling out across a portfolio cohort.
Investment
Fixed-price, fixed-scope. Depending on company size and complexity. Single-company and multi-company portfolio scopes available.
Risk Reversal Guarantee
If the assessment does not identify at least $500K in annual AI-driven savings potential, we refund your investment. We have never had to.
Expert-Led or Self-Service - Start Where It Makes Sense
EDGE Assess is our expert-led engagement for operating partners who need board-ready findings. Blueprint is the self-service platform for faster, lighter-weight portfolio triage. Use them together or independently.
EDGE Assess
A dedicated pod audits your operations, interviews leadership, scores every AI opportunity, and delivers a board-ready 90-day plan with hard ROI numbers.
- Expert interviews with functional leaders
- Custom ROI models with EBITDA projections
- Board-ready readout - no rework needed
- Automated infrastructure analysis (Blueprint Scan)
- Connects to Databricks, Snowflake & Azure Fabric
- 2–4 weeks, $25K–$50K fixed-price
- $500K savings guarantee
Blueprint
A self-service assessment and automated infrastructure scanner that gives operating partners a benchmarked view of AI readiness across portfolio companies - in minutes, not weeks.
- Blueprint Assess: free 10-minute guided questionnaire
- Benchmarked maturity scores across 6 dimensions
- Shareable PDF report for deal teams
Start with self-service. Graduate to expert-led when you are ready.
Many operating partners use Blueprint to quickly triage a portfolio - identifying which companies are ready for a deeper EDGE Assess engagement and which need foundational data work first. The self-service results feed directly into the expert-led process.
Keep the Momentum Moving
EDGE Assess is the first step. Here is where you are in the journey - and where to go next.
The First Step Is Knowing Where the Value Is
Schedule a 30-minute call to scope the right assessment - one company or a portfolio cohort.