AI implementation for PE-backed companies and the funds behind them.
We partner with sponsors and their portcos to operationalize AI — turning data ops, reporting, and back-office workflows into measurable EBITDA impact. No pilots that die in committee.
Built for both sides of the value creation equation.
We work upstream with the fund and downstream inside the operating business — so AI initiatives survive the handoff.
Funds & sponsors
Deal teams, portfolio operations groups, and value creation leads running 100-day plans, cross-portfolio initiatives, and diligence support.
Portfolio companies
CFOs, COOs, and IT leaders inside sponsor-owned businesses who need AI that ships before the next board meeting — not a 12-month transformation roadmap.
Three ways we create value.
Scoped engagements with deliverables your operating partners can measure.
Data Ops Transformation
Consolidate fragmented systems, rebuild reporting pipelines, and stand up a clean data layer your finance and ops teams can trust. The prerequisite for every serious AI rollout — and usually the fastest EBITDA unlock on its own.
AI Workflow & Agent Builds
Production-grade copilots and agents for finance close, contract review, diligence memos, KPI monitoring, and portfolio reporting. Built against your real data, shipped to real users — not demo'd in a deck.
Portfolio-Wide Programs
For funds rolling AI across multiple portcos: shared playbooks, vendor selection, common infrastructure, and a handoff model — so the next portco starts at step three, not step zero.
Fixed scope. Honest timelines.
A two-week diagnostic defines the engagement. Most builds ship in 6–12 weeks.
Diagnose
Two-week sprint. Map the data estate, quantify the biggest workflow drags, and pick the 1–3 highest-ROI bets.
Prototype
Ship a working system against real data in 3–4 weeks. No slide-ware. Users in front of it on day one.
Deploy
Harden, integrate with source systems, and roll out to end users with training and feedback loops.
Handoff
Your team owns it. We document, train, and step back. No permanent retainer required.
What "shipped" looks like in real terms.
Representative outcomes from sponsor and portco engagements.
Reduction in finance close cycle time at mid-market portcos after data ops and reporting automation.
Faster diligence workstreams using AI memo drafting, data room review, and KPI extraction.
Shared AI platform rolled across 8 portcos — one integration, one vendor contract, one training program.
// Figures reflect anonymized outcomes from recent engagements.
Straightforward answers.
Do you work with the fund directly or with portcos?
Both. Often the fund sponsors the engagement at a value-creation or ops-partner level, and the portco is the day-to-day operator. We're comfortable reporting into either side.
How is this different from a generalist consulting firm?
We build and ship production software, not 80-page decks. Every engagement ends with working systems in your environment, not recommendations.
What does a typical engagement look like?
Fixed scope: two-week diagnostic, six-to-twelve week build, then handoff. We price by engagement, not by the hour, so incentives line up with delivery.
What stack do you work in?
Modern cloud (Vercel, Neon, Snowflake, AWS), modern LLMs (Claude, GPT, open-source where it fits), and — when relevant — whatever's already in your portco's environment. We don't push a house stack.
Let's talk about what you're actually trying to solve.
Tell us about the company, the fund, and the problem. We'll come back with an honest read on whether we can help — usually within two business days.
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Thanks — we'll be in touch.
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