70%
Faster month-end close
B2B DISTRIBUTION PORTCO
Finance close on autopilot inside NetSuite
- Invoice matching and reconciliation agents
- Controllers review exceptions, not spreadsheets
What is manual work costing your portco? AI ROI calculator for private equity →
Small by design. Senior by default.
An elite AI transformation team for private equity
A deliberately small team of entrepreneurs and builders who go inside your portcos and transform operations and platforms into AI-native, agentic systems. Higher EBITDA. A better exit story.
One agent layer across your portcos. Built from 55+ products in 18 verticals.
LIVE AGENT FLOOR
RUNNINGAP_RECONCILER+$41k / wkClosed 1,284 invoices in NetSuite
PRICING_AGENT+2.1 pts GMRepriced 312 SKUs against margin floor
SALES_SDR+$380k pipeBooked 19 qualified meetings in Salesforce
SUPPORT_TIER1-61% costResolved 2,940 tickets, 94% CSAT
EBITDA RUN-RATE
+$6.4M
▲ 18% VS PLAN
14 AGENTS0 NEW HIRES
ILLUSTRATIVE. YOUR NUMBERS COME FROM THE DIAGNOSTIC.
55+
Products built by the team
220+
Agents running in products
18
Verticals covered
<6 wks
From thesis to live system
Small by design. A handful of funds a year. Terribly sorry about the waitlist.
WE WORK WITH THE STACK YOUR PORTCOS ALREADY HAVE. EVEN THE EMBARRASSING PARTS.
NetSuiteSAPSalesforceOracleHubSpotMicrosoft DynamicsWorkdayServiceNowZendeskSage IntacctSnowflakeAS/400NetSuiteSAPSalesforceOracleHubSpotMicrosoft DynamicsWorkdayServiceNowZendeskSage IntacctSnowflakeAS/400
Economic impact
Same holdings. Fatter margins. Happier LPs.
Nobody hires us for AI. They hire us for what AI does to the P&L.
Gross margin
+8 to 22 pts
Replace the most expensive recurring labor inside each portco, support, ops, back-office, mid-office, with agentic workflows your operators supervise.
Output per FTE
2 to 4x output
Existing teams keep their jobs and stop drowning. Output per person multiplies, hiring plans get cut in half, payback on every role gets shorter.
Top line
+15 to 40%
AI-native customer acquisition, pricing optimization, and product-led growth engines embedded inside portcos. Same teams, more revenue per head.
Cost base
20 to 60% savings
Agentic workflows replace expensive third-party services, manual processes, and bloated vendor stacks. Savings drop straight to EBITDA with no headcount cuts.
EBITDA uplift per portco
$2M to $40M
Annualized impact range we model on day one of every diagnostic. Underwritten against real workflows, real salaries, real vendor spend in the holding.
Exit multiple
AI-native premium
Buyers and the public market pay more for companies that are structurally AI-operated than for legacy peers. We position each portco for that re-rating before exit.
The principal's math
A 10-company book. Eight engagements over 18 months. Conservatively $80M to $200M of annualized EBITDA uplift, plus a re-rating at exit.
CASE STUDIES
Numbers first. Slides never.
3x
Qualified meetings per rep
SERVICES PLATFORM
Agentic SDR floor wired into Salesforce
- Signal-based outbound and inbox triage
- Every touch logged back to the CRM
40%
Lower cost to serve
HEALTHCARE ROLL-UP
Support and back office across acquired clinics
- One agent layer over five legacy systems
- Live in under 6 weeks, tuned every month since
ILLUSTRATIVE. PORTCO NAMES WITHHELD. YOUR NUMBERS COME FROM THE DIAGNOSTIC.
THE FULL BRIEF
Curious? Good. Here is the rest of the story.
WHY US
Considerably better company.
Why PE firms pick a small senior team over consultancies and agencies.
READ MORE →APPROACHNo slide decks harmed.
How we transform a portco, plug into NetSuite and friends, and compound.
READ MORE →TRACK RECORD55+ products. 220+ agents.
What the team has already built across 18 verticals.
READ MORE →ENGAGEAll of them bespoke.
Diagnostic, single portco, or a fund-wide AI unit.
READ MORE →Book a diagnostic
Your next board pack deserves better news.
Tell us about your fund or family office and one portfolio company you'd transform first. We respond within two business days with a tailored brief, a candidate workflow we'd transform and estimated EBITDA impact.
- ›Confidential, no portfolio details shared externally.
- ›Start with one portco diagnostic or fund-wide engagement.
- ›We co-invest in transformation outcomes where it fits.