AI for Private Equity
that moves EBITDA, not slides.

We start with one company, not twenty. The anchor portco gets a readiness assessment, an executive working session, and a 90-day rollout — and every rubric, role track, and decision gets documented into a toolkit the firm owns. The second company starts from that toolkit instead of from zero, so each rollout gets faster and cheaper than the last. Operating partners get a comparable picture across companies instead of twenty different vendors telling twenty different stories. Smaller funds ($50–200M AUM) usually contract this fractionally — they do not have the management fees to staff a full-time Head of AI.

Yes. Pre-close, we give you a plain-English read on a target: where AI can actually move the P&L in the first year, what the data and tooling reality is, and what the first 100 days should look like. It is written for an investment committee, not for a technical audience. Post-close, the same document becomes the execution plan instead of shelfware.

Both, in sequence. The introduction usually comes from an operating partner or a board member who wants the portfolio moving. The engagement itself is owned by whoever wears the AI hat at the portco — CEO, COO, CFO, or a VP with an extra hat. The CFO unlocks the budget. We work with whoever owns the number.

Scoped on the call, in writing, before any work starts. We price the program, not the head count — a packaged 6-month at a ~150-person portco is quoted from $50,000. Portfolio work compounds in your favor, because the toolkit built at the first company carries to the next one. If you want a number your IC can react to, book the scoping call and you will have a written proposal within two business days.

Everything runs in your accounts and your portfolio company’s accounts — their AI subscriptions, their data, their access controls. Nothing routes through ours. Every engagement includes a written AI use policy and guardrails, so the rollout is something your counsel and your LPs can live with, not a shadow-IT problem you discover later.

The first working systems ship during the first session — executives leave with tools running on their own work, not a list of ideas. The full arc is 90 days: baseline the KPIs they already track, then rollout by function, then those same numbers at day 30 and day 90. If a quarter goes by with nothing shipped, something is wrong. That is the standard we hold.

That is most of our work. Field services, vertical SaaS serving blue-collar industries, manufacturing, logistics — companies where the work is real and the software budget is not the product. The plays are different from a tech company’s (quoting, scheduling, reporting, back-office), but the operating math is the same: the metrics they already run, moving faster.

A large firm will happily spend two quarters producing a strategy document. This is the other lane: a senior operator who works directly with your executives and ships working systems weekly — for less than a third of what one $300K Head-of-AI hire costs a single portco. Many firms run both. The decks describe the future; this installs it.