AI transformation for your portfolio.
Independent sponsors, search funds, and lower middle market private equity. We optimize the companies you own and read the ones you are buying, starting with a holistic review of how each business operates: software, data, organization, and AI fluency across the team.
Portfolio company value creation
Drive real cost savings inside the companies you already hold.
We find where the hours and the cost actually go, then work across the whole operation: the software stack, how data is structured and seen, how the organization is shaped, and how fluent the team is with the tools. Work starts narrow, reaches production fast, and is measured against the baseline.
Nobody touches your systems and you are not committing to a build. We spend two weeks with your key operators mapping how work actually moves, then show you where it can be automated. If that is useful, we go further.
AI diligence
Make confident investment decisions in a disruptive era.
Supplemental buy-side and sell-side diligence read from an AI perspective: the threat of disruption, the opportunity to improve margins, whether the organization could absorb a change program, and what all of it means for the operating plan you take to your capital partners.
Bring your companies into the AI native era without hiring full-time employees.
Software selection
Sort signal from noise. We find what actually solves the problem at a price a company this size can carry, and build only the narrow piece nothing else covers.
Data
Structure and visibility. We get the data that lives across your systems into a shape the tools, and your team, can actually see and use.
Operating model
How work moves once the tools are in. AI changes who does what and where decisions sit. We help redesign roles and hand-offs so the gains hold.
Training
Teach the team to carry it. We train people on the tools they now own and on spotting the next workflow worth automating.
Start with one company.
Tell us about a portfolio company and where you think the opportunity is. No commitment, just a practical conversation.