For PE sponsors and portfolio companies

Operationalizing AI
across your portfolio.

We take a company from “we turned on Copilot” to a team of agents its own people manage, with a return your board can check. Then we do it again at the next company you own.

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What’s not working

Your LPs are asking about AI.
Your board deck has a seat count.

Every company is running its own AI experiment.

No portfolio playbook

Each company picks its own tools, pilots and vendors. Nothing is shared, and the next acquisition starts from zero.

Time saved doesn’t hit the P&L.

Gains no one can underwrite

Hours back is a soft number. It doesn’t move EBITDA and doesn’t hold up in front of a board or a buyer.

AI spend goes up every quarter.

Spend with no return attached

Licenses and tools pile up across the portfolio, and nothing ties the spend to cost out or capacity in.

The return

Take cost out or put capacity in.
Either way, it’s a number.

A few power users get 5 to 10x. Most teams get modest gains that never reach a line a CFO can see.

Both show up in EBITDA.

Every workflow carries a number

Value of the workWhat the task is worth when a person does it
RunsHow many times the agents did it
Model costThe tokens it took
Human review timeThe time people spent checking it
MarginPer workflow, every run

Logged per runTraced to billingMargin you can underwrite and take to exit

Value in your language

What each seat at the table gets.

For the sponsor

A repeatable value-creation lever that carries across the hold and shows up at exit.

For the CEO

Progress against the plan, in dollars, that you can take to your board.

For the CFO

Unit economics that trace to source. Every workflow has a cost and a return.

For the COO

The same team absorbs twice the volume without losing quality. What you do with the capacity is your call.

For your AI lead

You’ve set the strategy. We get each company building and hand you results you can present, company by company.

How it compounds

One skill.
The whole portfolio.

Most AI wins stay locked in the person who found them. The flywheel turns them into portfolio assets.

  1. Train

    Agentic Skills Training at the first company sets a real baseline on real work.

  2. Catalog

    Every skill is documented, owned by the business and ranked by return.

  3. Deploy

    The top items become agent-led workflows with a human in the loop, measured per run.

  4. Repeat

    What’s proven carries to the next company you own. Each turn is faster than the last.

The flywheel: train your people, build a skill, catalog the library, deploy across the company; it compounds every cycle TRAIN BUILD CATALOG DEPLOY COMPOUNDSEVERY CYCLE

Built to travel. Skills are reusable. Each company’s workflow is a configuration of them. When you buy the next company, it starts from your catalog, not from zero. You own what you build, and you choose what’s shared.

Agent Mission Control

Governed AI.
Defensible ROI.

Every agent runs under rules for when it may act and when it must raise a hand. Every run is logged: who, what, each step, what it cost.

Manage

Every agent and every human intervention in one view.

Measure

Return per run, with budgets enforced.

Govern

Approval rules, an audit log and escalation SLAs.

Across the hold

What a sponsor gets
beyond training.

One playbook at every company

One method and one catalog, so no company starts from zero.

A use-case map for your portfolio

Our proven workflows mapped against your companies, so you know where to start and what it’s worth.

Data platforms that pay for themselves

Retire legacy systems before the next renewal and give every company one governed source.

AI-Native Engineering for portfolio software

Rebuild delivery around coding agents, or let us build it.

Interim technology leadership

When a company loses its head of IT, we hold the seat, capture what that person knows and recommend the structure going forward.

One warning from the field: speed up one task and the bottleneck moves to the next. We work the catalog in order instead of promising a silver bullet.