Turn data into valuation multiple expansion. We help value creation teams stop pilot sprawl, score and rank 3–5 PortCos, and set funding gates you can defend at IC and the board, in 2 weeks.
Explore the PE Portfolio Decision Sprint DetailsSee the 2-week agenda, deliverables, pricing, and who should attend.
We see the same pattern across mid-market portfolios. Management teams aren’t failing at technology, they’re failing at capital allocation.
Nine months of “evaluating vendors” and readiness assessments with zero deployed code. Competitors take the efficiency advantage while your PortCos lose momentum.
“Cool demos” that never reach the P&L or frontline workflows. Capital gets burned with no impact on margins or exit multiples.
IP leakage, data exposure, and hallucination concerns stall progress — while real value sits unlocked. Risk becomes the reason nothing ships.
These aren't tech failures, they're fund performance threats.

A rapid AI implementation framework designed for PE velocity: standard modules, vertical fluency, board-ready results.
We map your portfolio against our "Readiness vs. Impact" matrix to identify your top 3 AI investment targets.
We facilitate a decision-forcing session with PortCo C-suites to kill low-value ideas and fund high-confidence AI bets.
Deploy with embedded governance and training, validating strict KPIs to prove the business case before scaling.
Every industry faces unique challenges, but the barrier is the same: pilots that don’t scale. We help executives implement workflow-driven AI systems that create measurable business results, fast.
Automate production workflows to cut downtime, reduce scrap, and boost OEE.
Optimize Manufacturing Ops →
Streamline forecasting, trade spend, and supply-chain workflows to capture demand faster.
Grow Your CPG Brand →
Deploy compliant, production-grade AI to improve outcomes and ensure governance.
Advance Healthcare AI →
"We were buried in escalations, spreadsheets, and redundant reporting. Your team helped us automate our quality and order workflows with AI and that’s when we stopped firefighting and started scaling."

Go beyond just data. This fast, executive-friendly assessment evaluates your org's AI readiness across five critical pillars: Strategy, Data, Execution, Governance, and Talent.
Start with an AI Readiness Debrief. We’ll pressure-test readiness, surface the constraint slowing decisions, and outline the most defensible next move to take back to leadership.
Apply for an AI Readiness DebriefWe aim for validated value in 90 days. Unlike generalist consulting that spends months on theory, our "Portfolio Decision Sprint" identifies high-feasibility pilots in Weeks 1–2. We deploy production-grade workflows that target immediate P&L levers (e.g., scrap reduction, RCM automation) within a single quarter, allowing you to recognize value before the next board cycle.
We are operators, not just strategists. While we start with capital allocation strategy (The Value Map), our core value is execution. We bridge the gap between your investment thesis and the PortCo’s IT/Ops reality, managing the build, integration, and change management required to put AI into production. We don't hand off a deck; we hand off a working system.
We treat AI governance as a fiduciary requirement. We deploy a Federated Governance Framework that establishes portfolio-wide guardrails (zero-training data policies, vendor risk standards) while allowing individual PortCos the agility to execute. We ensure you capture the upside of AI without exposing the fund to reputational or IP liability.
Yes. Our "Pragmatic Deployment Stack" is specifically designed for the Mid-Market (50M–50M–500M) environment, where data is often siloed and ERPs are dated. We don't require a rip-and-replace of existing systems. We use modern integration layers to build AI workflows on top of legacy infrastructure, unlocking value from data that is currently trapped in on-prem systems.