Stage 3: Scale
One win at one company isn't a portfolio strategy.
Stage 3 turns a proven win into a playbook: the workflow software now runs at the first company, with people on the exceptions, becomes the starting point at the next. Every new portfolio company starts from everything the last one proved.
- company four ships in a quarter of the timeIllustrative until a client confirms
- ¼
- days to assess a new company after close
- 30
- companies in a program
- 3 to 15
- starting investment per year
- $250K
Azure
Scale starts once one Build has proved the model. What ships at company one is the starting point at company two.
What gets documented and reused.
The first deployment produces more than a working system. It produces the knowledge that makes every later deployment faster, cheaper and lower-risk.
Assessment templates
Standard frameworks for AI readiness, use-case scoring and prioritization by EBITDA impact, calibrated from your first deployment.
Technical architecture patterns
Proven data models, integration patterns and deployment blueprints that compress build time at every later company.
Change management playbook
Training materials, adoption monitoring and readiness checklists built from what worked at the first company.
Measurement and reporting
Board-ready templates for EBITDA attribution, adoption metrics and portfolio-wide impact reporting across companies.
Governance practice
Security protocols, compliance checklists and AI risk standards applied the same way at every portfolio company.
Every deployment gets faster.
Three phases. Each company builds on everything the last one proved.
- Phase 1 · months 1 to 4
Prove it at one company
Assess the portfolio, pick the highest-potential company, prove the model in production, and document every decision into the playbook.
- Phase 2 · months 4 to 8
Replicate
Take the playbook into more portfolio companies. Each deployment is faster because the framework, training and technical patterns already exist.
- Phase 3 · months 8 to 12+
Systematize
The engagement becomes part of the post-acquisition value creation plan. New companies are assessed within 30 days of close.
- Company 13 to 6 monthsFull assessment and build
- Company 22 to 4 monthsThe playbook speeds setup
- Company 36 to 10 weeksThe patterns are proven
- Company 4+4 to 8 weeksSystematized deployment
The same pod, company to company.
- You scope what you build.The engineer in the Assess room is the engineer in the Build room.
- You leave a playbook.What you build at one company is the starting point at the next.
$250K to $1.5M+
An annual agreement with per-company deployment milestones.
Per-company milestones inside one annual agreement.
Outcome-based components tied to aggregate portfolio EBITDA improvement.
Frequently asked questions
A portfolio-wide rollout program for PE firms moving past isolated pilots. We prove the model at one company, compress the timeline for every company after it, and build AI into your standard value creation plan.
Prove it (months 1 to 4): deploy at one high-potential company and document the playbook. Replicate (months 4 to 8): roll out to more companies. Systematize (months 8 to 12+): AI assessment becomes a standard part of post-acquisition operations.
$250K to $1.5M+ per year, as an annual agreement with per-company milestones and outcome-based pricing tied to aggregate portfolio EBITDA improvement.
The first deployment documents every decision: architecture patterns, integration blueprints, training materials and measurement. Each later company starts from that; in our illustration the first takes 3 to 6 months and the fourth ships in 4 to 8 weeks.