Private Equity
Every portco says they're doing AI. Almost none of them can tell you what it changed.
The Challenge
Each company self-reports its AI progress differently. Without a common rubric there's no way to compare, prioritize, or know where sponsor attention actually pays off.
Portfolio companies solve overlapping problems independently, each paying full freight. Nobody is capturing the leverage of building once and deploying across the portfolio.
Deal teams work through data rooms, CIMs, and market research manually under deadline. The bottleneck is how fast a small team can read and synthesize.
Investment memos, diligence work, and sector research accumulate in file shares. The firm's most valuable asset is functionally invisible to the people who need it.
How We Help
We assess operating companies against one rubric so you get a comparable read across the portfolio, then separate what should be built once at the platform level from what each company needs on its own. At the fund level, that usually means retrieval across everything the firm has produced and acceleration for the diligence cycle. At the portco level, it means targeted builds against the workflows that actually move EBITDA, with enablement so the tools get used after we leave. Everything gets measured against a baseline you can put in a board deck.
Relevant Services
Ready to get started?
Book a 30-minute call. No pitch deck. Just a straight read on which of your workflows are worth automating, which aren't, and what moving on them would cost.