Your portfolio companies have untapped operational efficiency. We deploy AI agents and provide ongoing stewardship to deliver documented EBITDA improvement that shows up at exit.
Every PE firm talks about operational improvement. Most rely on the same playbooks: headcount optimization, procurement consolidation, pricing adjustments. AI opens an entirely new vector for EBITDA creation—one that compounds over the hold period and creates a differentiated story for buyers.
The challenge isn't the technology. It's that 95% of AI implementations fail without sustained human attention after deployment. That's the gap we fill.
We work directly with your portfolio company leadership while keeping your deal team informed on EBITDA impact.
We review your portfolio to identify which companies have the highest AI upside based on operational complexity, headcount, and process maturity.
An intensive on-site immersion with portco leadership. We map every workflow and identify the highest-impact AI opportunities.
We implement AI agents across priority workflows with measurable baselines and KPI benchmarks from day one.
A dedicated Fractional AI Agent Manager provides sustained oversight under a documented quality governance framework—continuously improving existing workflows while identifying the next high-value implementation across the portfolio.
Documented EBITDA improvements with auditable governance trails, AI capability narrative, and operational efficiency metrics that strengthen your exit story and support premium valuations.
Consider a $42M revenue manufacturing company with $6.3M EBITDA. After 18 months of AI implementation and ongoing Agent Manager stewardship:
Representative example. Actual results vary by company, industry, and operational complexity.
We become an extension of your value creation team—not another vendor sending invoices.
Your portcos don't need a $500K AI consulting engagement. They need 10–15 hours per month of dedicated, ongoing expertise.
We're not building a forever relationship—we're creating documented value during the years that matter most. Results compound over the hold.
Each portfolio company gets dedicated AI management without the cost of a full-time AI hire. As you see results, we scale across additional companies without restarting from scratch.
Portco management teams don't have the bandwidth or expertise for AI stewardship. We embed alongside them so they can focus on running the business.
A full-time Chief AI Officer costs $350K+ and serves one company. We serve your whole portfolio — and the learnings compound.
What works at one portco gets deployed to the next. Automation playbooks, prompt libraries, and integration patterns transfer across your holdings — accelerating time-to-value at each new company.
One partner, one framework, one set of KPIs. You get a unified view of AI-driven EBITDA improvement across the portfolio — without reconciling five different vendors' metrics.
When you close a new deal, we already know your standards. We run a Discovery Day within 30 days of close and start implementation immediately — no RFP, no vendor search, no ramp-up.
Your portcos are $10M–$300M companies. They don't need a $350K CAIO and they can't support enterprise AI platforms. They need hands-on operators who understand their scale.
"A CAIO serves one company. We serve your portfolio — and every engagement makes the next one faster."
We'll walk through which portcos have the highest AI upside and what documented EBITDA improvement could look like across your fund.