How we transform a portco. No slide decks harmed.
Four phases. Same sequence every time. First systems live in 6 weeks. Then we stay, tune, and compound. Refined across 55+ builds by elite entrepreneurs and builders, not invented at your portco's expense.
DIAGNOSE
Two-week scan across the holdings. Map workflows, headcount, vendors, P&L, friction. Rank portcos by transformation ROI.
Board-ready opportunity map across your book
ARCHITECT
Design the AI-native operating model per portco. Which functions go agentic, which humans become operators, which tools get retired.
Transformation plan with EBITDA impact ranges
BUILD
Our engineering pod ships the systems inside the portco. Sales, finance, support, ops, product flows, replaced or augmented with agents. First systems are live in 6 weeks.
Production agentic systems live and compounding
OPTIMIZE
We do not hand off and leave. The unit stays embedded, tuning agents, adding new workflows, and pushing reusable assets back into the fund library. Your portfolio gets better every quarter.
Continuous margin expansion and cross-portco reuse in every board pack
Yes, even the NetSuite instance nobody dares to touch.
No rip and replace. Our agents connect to legacy ERPs, CRMs and platforms like NetSuite, SAP and Salesforce, read and write data safely, and automate the work around them. Your teams keep their tools. The operation gets AI-native on top.
- NetSuite
- SAP
- Oracle EBS
- Microsoft Dynamics
- Sage Intacct
- QuickBooks
- Xero
- Infor
- Salesforce
- HubSpot
- Dynamics CRM
- Zoho
- Pipedrive
- SugarCRM
- Siebel
- Custom CRMs
- ServiceNow
- Zendesk
- Workday
- ADP
- Shopify
- Magento
- Epicor
- AS/400
- SQL Server
- Oracle DB
- Snowflake
- SharePoint
- SFTP / EDI
- Excel workflows
- On-prem APIs
- Mainframe exports
+ ANY SYSTEM WITH AN API, A DATABASE, OR A FILE EXPORT
We don't bill hours. We compound, like you do.
Traditional consulting and dev shops sell labor, every project starts at zero, and margin compresses as wages rise. Our unit sells access to a growing inventory of 220+ agents and 55+ products. Every engagement deposits new building blocks. The next one withdraws from inventory at near-zero marginal cost. The cost of the 50th use of a block is roughly 2% of the first.
Ship a feature or product inside a portco. Real workflow, real users, real P&L pressure.
It survives production. Evals, observability, guardrails, SLOs get baked in once, not per project.
The block moves into our inventory. Auth, RAG, ingestion, ops agents, claims triage, underwriting copilots.
Next portco lands on day one with battle-tested infrastructure. Configuration, not greenfield.
Small blocks, amortized across 220+ agents.
Auth, RAG, eval harness, observability, billing, RBAC, ingestion pipelines, tool-use scaffolding. Built once, hardened once, reused everywhere. This is what kills the 9-month CTO + greenfield team math.
Large blocks, configured, not rebuilt.
Document intelligence, claims triage, underwriting copilots, ops agents, support deflection. Each new portco engagement is a configuration of an existing product. Time-to-value collapses from quarters to weeks.
A block built for Portco A becomes a free upgrade for Portco B in the same book. Lower delivery cost, faster deployment, lower execution risk, and cross-portco optionality, IRR uplift compounds inside the hold period.