AI value creation in private equity.
We identify and build AI-driven operational capability across PE-backed portfolios, solving day-to-day problems that are slowing growth. It’s a fast-acting model that repeats across the portfolio.
Focus on real problems
Working solutions in weeks
Repeatable model
AI is active across portfolios, but it’s not moving EBITDA.
Most PE portfolios have plenty of AI activity. Very few can point to where it’s actually driving EBITDA.
Most AI stops at the first step. We build for the full journey.
Automation is where almost every AI project starts, and where most of them stop. The value that actually multiplies sits in the next stages, with new ways of working that structured data unlocks, and new revenue that owned AI capability creates.
Decision support.
New business models.
TFS started with automation, turned it into new revenue.
19,000+ vendor invoices a month. More than 70% now go through with nobody touching them, and turnaround moved from weeks to near real-time.
The clean, structured data surfaced billing anomalies and cost savings the team could finally act on, work that was simply not possible before.
Invoice operations moved from a cost center to a value-added capability the business runs on, and keeps extending.
The portfolio playbook: patterns repeat, deliverables accelerate.
The same operational problems repeat across portfolio companies, so what we build once becomes a repeatable win for the next company. We build it faster each time, staying with you as your AI partner across the whole portfolio.
Full discovery and build. We map the problem from scratch and ship the first working solution against a real success metric.
The same pattern, identified. The model is already defined, so discovery shrinks and we move straight to fitting it into this company.
Pattern applied directly. By the third company, deployment is the main event and discovery has all but disappeared.
You own the AI, so it survives the exit.
Most AI a portfolio company buys is rented: it works while you pay, and leaves nothing behind when you stop. What we build is owned, and that changes what it is worth at exit.
The learned workflows, the trained models, the structured data: it all belongs to the PortCo. It goes into the data room as an asset, not a license that expires with the vendor. A buyer is acquiring capability, not renting it.
The institutional knowledge that usually lives in a few people’s heads gets captured in the system. When a key operator leaves, the capability stays. This is the key-person risk a diligence team prices.
Generic software is a cost line. AI-driven process that compounds is an asset, and assets expand multiples. This is the difference between AI activity and AI value.
You already know where the drag is.
The bottlenecks are easy to spot. Across portfolio companies they cluster into the same three areas. In each, AI can remove a constraint that labor or off-the-shelf software can’t.
High-volume work that needs judgment, not just hands.
- Invoice processing
- Service scheduling
- Expectation handling
Lift the repetitive load off the team: reporting consolidation, pricing consistency, and the work that only scales with headcount today.
Data trapped across legacy systems, with no single view.
- Manual reconciliation
- Slow month-end close
- Poor data visibility
One view across the systems you’ve acquired: proposal consolidation and the knowledge capture that turns disconnected ERPs into a margin picture.
Margin lost between pricing, proposals, and follow-through.
- Pricing bottlenecks
- Proposal delays
- Missed revenue
Protect margin at scale: customer-service automation and inventory visibility, closing the gaps where money leaks out.
Start with a free portfolio analysis.
Start building AI without betting the portfolio on it. Everything up to the build is at no cost — we bring the analysis, you introduce the companies, and we validate the ROI together. You pay only when you decide to build.
An outside-in analysis of your portfolio, matched against patterns we've solved before. You get a ranked view of where to start.
You introduce us to the operators. We walk their business, map the real operational drag, and agree together what a win would look like.
A mutual NDA, a read-only data share, and a short technical session. We size the ROI and set success criteria. Your systems stay as they are.
We build and ship a working solution on live data, measured against criteria we agree. Steps 1–3 are at no cost; the paid build begins here.
You decide whether to scale it, with the evidence in front of you. If it has not earned the next step, we'll say so.
Built to be diligenced.
Every solution runs on our managed platform, so the infrastructure, security and operations are solved before the first sprint starts. Your investment goes into solving the business problem, not into assembling the plumbing.
SOC 2 aligned and working toward certification, tenant isolation by architecture, full audit trails, and background-verified people. The answers your data-handling questionnaire asks for, in one place.
Bring us one portfolio company.
