Private equity
In useAI diligence before the LOI
A pre-LOI packet sizing where AI can grow a target and where it threatens it, then a 90-day plan for after close.
Pre-LOIwhere diligence starts
90 daysplan for after close
Who it's for, Private Equity funds & PortCos
Put AI to work across the whole portfolio.
Start with AI diligence on your next deal, a pilot PortCo, or the whole portfolio. We embed senior operators and production engineers alongside management teams and Operating Partners, turning the Value Creation Plan into custom AI tools, each with its ROI case stated up front.
Pre-LOIAI diligence on your deals, then a 90-day plan for after close
3 weeksfrom scoping call to a roll-up's working KPI dashboard
28 of 50capped hours used on a PortCo's first phase
You own itcode, docs and process stay with the company at exit
Across the hold
From LOI to a business that runs on software.
Before the LOI we size AI's upside and its threat to the business, counting only improvements we have delivered elsewhere. After close, an operator and engineers embed to build them.
- Before LOI
AI diligence
We size AI's upside and its threat to the business, count only what we have delivered elsewhere, and hand you a 90-day plan for after close.
- Days 0–90
Diagnose and build
An operator and engineers embed on day one, agree baselines with management, and ship the first builds against them.
- Year 1
Harden and hand over
Engineers make what works production-grade. The company owns the code and the process.
- Through exit
Compound
Add-ons plug into the same systems, with progress tracked against the Value Creation Plan. A bigger, less founder-dependent business at exit.
Our offerings
AI-focused Due Diligence
We assess AI's potential to disrupt a business, evaluate the organization's readiness to adopt it, and quantify the top-line and bottom-line opportunities. Be better informed before you buy or sell your next company.
Value Creation for PortCos
From GTM acceleration to cost-saving tools, our Forward Deployed Operators partner with management to find what best serves the VCP. They ship the first working product themselves, then our engineers make it production-grade.
Operator-in-residence
Fractional senior operating capacity that sits inside a PortCo and keeps building, compounding wins across the hold.
Buying for automation
Buy companies where robotics and automation can change the cost structure in ways that weren't possible a few years ago. We size it before you sign and deliver it after close. Robotics & automation →
In sponsor portfolios
Already working inside PE-backed companies.
Multi-location services roll-up · PE-backed
V0 liveOne dashboard, built to absorb acquisitions
A KPI dashboard on the company's own booking-system exports, so each newly acquired location appears as it comes onto the system, with targets loaded per location.
3 weeksfrom scoping call to a working v0
8locations, six of them just acquired
How we work
Revenue before cost-out
Cost takeouts don't move the multiple; the capacity to win more work does. Quote faster, price better, serve more customers.
Attrition, not layoffs
We take the drudge work off people's desks so the team spends the day winning business. Headcount follows natural attrition.
A person signs off
Where an agent touches a customer, a person approves before anything goes out. Adoption comes from frontline users, not mandates.