We help operating partners quantify the AI opportunity, fund a lighthouse deployment, and replicate the playbook across the book, on hold-period timelines with fees aligned to measurable EBITDA.
One playbook, compounding across the book
Operating partners carry a dual mandate: maximize each portfolio company while lifting fund-level returns. We deploy quickly and scale the model across PortCos, with results aligned to board-cycle timelines.
Disconnected ERP, CRM, and operational tools block portfolio-wide benchmarking and visibility.
POCs and strategy decks that never reach production, draining time and funding without value.
Transformation measured in years, not quarters, misaligns with hold-period expectations.
Hard to separate hype from the high-impact automation that actually moves EBITDA.
We unify the platforms your funds and PortCos already run on, connecting deal sourcing and diligence to operating data so value creation is benchmarked, not guessed.
01 / STRATEGY
Benchmark AI and data readiness across PortCos and quantify opportunities scored by EBITDA impact.
02 / VALIDATE
A dedicated pod ships production AI in one company in 100 days, proving the model and the lift.
03 / DEPLOY
Agentic workflows in live operations with governance, observability, and accuracy controls.
04 / SCALE
Roll out proven playbooks across additional companies, with falling time and risk as the model matures.
Six PE-specific use cases sit alongside 22 operating-company plays, all scored for EBITDA impact and built to run in live operations from day one.
Pre-acquisition assessments that uncover infrastructure gaps and automation upside in days, not months.
Unified data lets you compare performance and replicate winning plays across the book.
Agentic workflows accelerate CIM review cycles by 4x and free analysts for higher-value work.
Board-ready dashboards tie every AI initiative to a measurable EBITDA through-line.
Multi-step agents reason across data and tools to cut manual processing time by up to 75%.
Board-level reporting and governance across the fund, without a full-time hire per company.
Portfolio companies
Portfolio deployments
To first measurable lift
NPS score
Platform-agnostic and certified across the modern data and AI stack, so we optimize for the portfolio's needs, not vendor relationships.
