AI agents in the portfolio, not in the deck
Every portco has the same back office and the same AI mandate from the board. We do the diligence, pick the workflows that move EBITDA, and build the agents once — then deploy the pattern across the portfolio instead of starting over at each company.
dataroom.ingestdata room2,400 files, 4 portfolio companiesmetrics.extractdata roomARR, churn, margin by monthvariance.flagmodel3 restatements against the CIMmemo.draftmodelIC-ready summary, every figure sourced
Trusted by teams building and running mission-critical platforms
Why the AI mandate stalls
The AI mandate arrives from the board without an owner, a budget line, or a plan that fits the hold period. That’s the actual problem to solve.
Every portco solves it alone
Five companies, five vendors, five pilots, five repetitions of the same mistakes. Nothing built at the first company is reusable at the second, so the portfolio pays five times.
The mandate has no owner
The board asked for an AI plan. The portco CFO has no AI team, the CTO already has a full roadmap, and the sponsor doesn’t want to add headcount to find out.
Diligence skips the AI question
Tech DD covers architecture, security, and debt. It rarely answers whether the target’s data and workflows can support agents at all — which is now a price question, not a post-close one.
Value creation runs out of runway
You’ve got a few quarters to show operating improvement before the exit story gets written. A twelve-month platform program doesn’t fit inside that window, and everyone knows it by month eight.
Design, build, and run — in your stack
One senior squad at a flat rate, working across the portfolio. We don’t sell hours, so getting faster is our problem and your gain.
Diligence that answers the AI question
We assess a target or a portco the way we would have to build inside it: data readiness, integration surface, workflow volume, and what agents could realistically clear. You get a sized opportunity, not an adjective.
One pattern, many portcos
We design against the workflow the portfolio shares — AP/AR, vendor onboarding, internal reporting — and wire it into each portco’s ERP and CRM, in production inside the current period rather than as a platform program that outlives the thesis.
One knowledge layer across the portfolio
Policy, process, and institutional knowledge from each acquisition consolidated into a single layer, so the next company onboards into it instead of rebuilding from scratch.
Handover a buyer can diligence
Run logs, cost per run, and an operating manual that survives a CFO change. It reads well in a data room, which is the point.
Systems we work inside
Agents act in your systems of record. No parallel tool for your team to maintain.
- Data rooms and diligence repositories
- NetSuite, Sage Intacct, and mid-market ERP
- Salesforce, HubSpot, and portco CRMs
- Snowflake and portfolio reporting stacks
- Azure and AWS tenants per portco
- HRIS and shared services platforms
What we ship across a portfolio
Built once against the workflow your portcos already share, then redeployed. The second company costs a fraction of the first.
Agentic tech diligence
Ingests the data room, extracts metrics by month, flags restatements against the CIM, and drafts an IC-ready summary with every figure sourced back to a file.
Data room → model → IC memo
Back-office automation across portcos
Runs AP/AR matching, vendor onboarding, and customer setup as agents rather than as three coordinators per company. Deployed once, then repeated at the next portco.
ERP → banking → CRM
Portfolio-wide knowledge layer
Consolidates scattered policy, process, and institutional knowledge from each acquisition into one layer new companies onboard into instead of rebuilding.
Doc stores → knowledge layer → assistants
Board and lender reporting
Pulls the period numbers from each portco, reconciles them to one definition, and drafts the pack with the source and timestamp behind every figure.
Portco ERPs → warehouse → reporting pack
100-day AI plan execution
Turns the post-close AI mandate into a sequenced build with named workflows, sized savings, and the first agent live inside the first hundred days.
Workflow audit → build → production
We’ve done this already
Numbers from delivered engagements, not a marketing deck.
Pen test remediation, vuln assessment, credential hardening, DDoS response, cloud migration
portfolio engagements
AWS to Azure migration executed with no service interruption
minutes of downtime
Every remediation cleared compliance inside the deal timeline
audit pass rate
Start with one portco
Pick the company with the worst back-office ratio or the loudest board mandate. In 45 minutes we’ll tell you what agents can take there, what it costs, and how the same build redeploys across the rest of the portfolio.