Three ways to engage. All of them bespoke.
Most operating partners start with a diagnostic on one high-conviction portco, then expand the unit across the rest of the book once the curve is visible. You get a small, top-tier team of entrepreneurs and builders, not a slide deck.
Portfolio Diagnostic
Deep scan across the holdings. We identify the 3–5 portcos with highest AI transformation ROI and deliver a board-ready plan per company.
- ›Workflow & cost mapping
- ›Ranked opportunity list
- ›EBITDA impact ranges
- ›Recommended sequencing
Single Portco Transformation
We embed in one portfolio company and transform its operating layer end to end. First systems go live in 6 weeks. The unit then stays to tune, expand, and compound improvements quarter over quarter.
- ›Dedicated engineering pod
- ›Agentic systems shipped and tuned
- ›Ongoing optimization & new workflows
- ›Quarterly upgrades & cross-portco reuse
Fund-Wide AI Unit
We become your fund's permanent AI org. Continuous transformation across the entire book. Reuse of systems compounds across portcos quarter over quarter.
- ›Dedicated to your fund
- ›Cross-portco reusable assets
- ›Quarterly LP-ready reporting
- ›First-look on internal IP
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.