Skip to content
Book a call

Partners/Private Equity

AI value creation across the portfolio.

We help operating partners find where AI moves the numbers in a portfolio company, then build and run the systems that do it, alongside the management team.

An investment partner and a portfolio company's chief executive talking over a board pack by a tall window

What you can count on.

  • Find the value first.

    We look at how the work is done in a company's finance, sales and operations teams and show which processes are worth automating, and which aren't.

  • Build it with management.

    The people who run the process help design and test the system, so it's used after we leave the room.

  • Report against the plan.

    Each system is measured against a number agreed up front, so it can sit in the value creation plan.

  • Leave it standing.

    Accounts, workflows and documentation are in the company's name and can be handed to a buyer or another supplier.

How it works.

  1. 01Choose

    Pick a company and the process where the hours or the errors are costing the most.

  2. 02Build

    We design, test and launch the system with the management team, and agree how it's measured.

  3. 03Repeat

    What worked in one company becomes the starting point for the next one with the same problem.

Questions

Questions partners ask.

Can you assess a company during diligence?

Yes, within the access the process allows. We look at how the work is done, the systems involved and where AI would change cost or speed, and give you a view you can put in the plan.

Who owns the systems at exit?

The portfolio company. Accounts, workflows and documentation are in its name and can be handed over without needing us.

Do you work across several portfolio companies at once?

We can. We'd agree the order with you, starting where the case is clearest, and carry the lessons from one company to the next.

Have a client or a company in mind?

Tell us about it and we'll work out together whether we're the right team.

Book a call