For PE-backed CFOs with an opex mandate

Your PE firm wants opex cuts.

Layoffs alone won't hit the target. Here's how to cut $2M+ in 6 months by automating tasks — without losing the people you actually need.

CFOCOOPE Operating PartnerChief of Staff
The situation

Sound familiar?

  • PE firm has set a 2–4 quarter opex reduction target.
  • You've already done the easy headcount cuts. The next round will hit muscle.
  • Your ChatGPT Enterprise contract is up for renewal and the board wants ROI proof.
  • You're being asked "what's your AI strategy" at every quarterly review.
What you walk away with

$2M+ in annualized opex reduction in 6 months by automating workflows (not eliminating headcount), with quarterly milestones the PE firm can underwrite.

What’s in the OS

Every component built around the same outcome. No bolt-ons.

Weeks 1–2

Cost Audit + Workflow Map

Functional cost-by-task audit. Map every recurring workflow to who does it, how long it takes, and AI-replaceability.

Week 3

Agent Priority Matrix

Ranked list of agents to build, with estimated annualized savings per agent. The matrix that makes the PE firm sign off.

Months 1–6

6-Month Co-Build Program

2–3 working agents shipped live with your functional leads. Not slideware — production agents your team owns when we leave.

Ongoing

30 Trained Operators

Your functional leads + 25 rockstars trained to scope, build, and ship agents independently — so cost reduction compounds without us.

Month 2 onward

Cost-Savings Dashboard

Live dashboard tracking annualized savings per agent, hours saved per role, and progress against the PE milestone.

Every 90 days

Quarterly Milestone Review

A board-ready quarterly review with cost actuals vs. target. Board narrative writes itself.

Included

AI Builders Bootcamp Seats

Cohort access for the team being upskilled into agent builders. The capability layer that makes the savings compound.

Not through layoffs alone — through making the people who stay radically more capable with AI.

CFO, PE-backed services company (anonymized)

From the engagement framing memo, March 2026

Fit check

We’d rather tell you no upfront than waste a quarter together.

Right for you if

  • PE-backed company with a stated opex reduction target
  • $15M–$200M revenue, 60–500 employees
  • You'd rather automate tasks than eliminate the people who do them
  • CFO or COO sponsoring, with a CFO-level mandate to deliver in quarters not years

Probably not if

  • You're looking to do mass layoffs and want AI as a cover story — wrong tool, wrong outcome
  • You want a $20K audit deliverable — this is a 6-month build, not a deck
  • Your team has zero AI exposure — start with AI Strategy OS to build the foundation first
FAQ

Common questions

Your PE firm wants opex cuts. Let’s scope your version of this.

30-minute discovery call. No pitch deck, no obligation. By the end you’ll have a clear read on whether AI Cost Reduction OS is the right shape — and a scoped proposal lands within 48 hours if it is.