Managed AI transformation for Private Equity
AI that moves the needle across your portfolio.
Fund-level strategy. Portco-level execution.
We work with your operating team at the fund level, then embed engineering pods inside portfolio companies to ship production AI that empowers people, improves process, and increases profit.
Trusted by investment firms and the operating companies they back
Why private equity is different
You don't need another AI vendor. You need the right one.
PE firms need a partner who understands the hold period, the operating model, and what the board expects to see in the value creation plan. Our Anthropic-certified engineers and strategists work inside that reality.
Where value is actually created
Inside the portco P&L: cost-to-serve, back-office throughput, and revenue operations. Not in fund-level experiments that never leave the sandbox.
How it gets measured
Baselines, KPIs, and an EBITDA bridge from day one, so operating partners can defend every AI dollar to the IC and to LPs.
What earns conviction
Production systems in weeks, playbooks that repeat across the portfolio, and governance your compliance team and LPs can trust without managing it daily.
One partner, end-to-end AI capabilities
Strategy, engineering, and managed AI for your firm and portfolio.
Engage at the fund level, inside individual portcos, or both. We meet you wherever you are in your AI journey.
Managed AI Services
Shared AI infrastructure and governance, run for you across the fund.
- Shared AI infrastructure across portcos
- Claude deployment and license management
- Usage analytics and ROI reporting
- Portfolio-wide AI governance and compliance
- Vendor consolidation and AI cost optimization
- Ongoing optimization and support
AI Transformation
Find where AI moves the numbers, then prepare your teams to adopt it.
- Portfolio-wide AI readiness assessment
- Use cases ranked by EBITDA impact
- 100-day AI value creation plans
- AI diligence for new platforms and add-ons
- Change management and operator training
- Board- and LP-ready AI roadmaps
Measurable outcomes, not theories
Results operating partners can take to the board.
Case study · Financial services
2,000+
Hours saved annually through automated compliance review
PressW automated compliance review for a financial services firm, replacing manual document checks with an AI review workflow so analysts can focus on the calls that need human judgment.
More client outcomes
80%
Reduction in document processing time for a national insurance operation
6 weeks
From concept to deployed production AI platform for a healthcare startup
10,000+
Documents processed monthly through an AI-powered intake system
200+
Custom workflows delivered
50+
Institutional investment firms transformed
$100M
Of client value created
Where portfolio AI stalls
Most portfolio AI programs stall in the same four places.
We have seen it across 50+ investment firms. The fix is the same every time: tie AI to the value creation plan and put engineers where the work happens.
Pilot purgatory
Proofs of concept that never reach production. Nothing ships, so nothing reaches the P&L.
No line of sight to EBITDA
AI spend without baselines or KPIs leaves operating partners unable to defend it to the IC or to LPs.
Fragmented across portcos
Every company buys its own tools and vendors. No shared infrastructure, no governance, and no leverage at the fund level.
Thin operator bandwidth
Portco teams are lean and already stretched. No one owns AI adoption day to day, so it stalls.
How it works
From portfolio scan to production AI in three steps.
A repeatable playbook that starts with your highest-impact portcos and scales across the fund.
- 01
Assess
Run a fund-wide AI readiness scan and rank use cases in each portco by EBITDA impact and time to value.
Explore AI Transformation - 02
Build
Embed engineering pods in priority portcos to ship production agents and automations in weeks, not quarters.
Explore AI Engineering - 03
Scale and manage
Turn early wins into repeatable playbooks, stand up shared infrastructure, and govern AI across the fund.
Explore Managed AI
FAQ
Questions PE firms ask us.
Don't see your question? Bring it to an intro call.
Turn AI into a portfolio-wide advantage.
From fund-level strategy to portco-level execution: one AI partner across the full hold period.