For PE sponsors and search-fund CEOs
We scope AI the way you scope capex: cost, payback and the EBITDA line it moves.
We work with portfolio companies from $5M to $100M in revenue, from pre-close diligence through exit. We’re independent, so every recommendation is about the plan, not a product.
A partner, not a sales rep, reads every request and replies within two business days.
What 100 bps of margin is worth
| Revenue | $20.0M |
| Margin improvement | 100 bps |
| Added EBITDA | $200K |
| Value at 8x | $1.6M |
Arithmetic on sample figures, not a projection.
Our team’s experience includes
- The Walt Disney Company
- Electronic Arts
- Amazon
- J.P. Morgan
- LiveRamp
- Yahoo
- Overture
Across the hold
How this fits a three-to-five-year hold
- Pre-close AI diligenceA two-week review of the target’s finance and operations work, with a payback-ranked list for the value creation plan.
- The first 100 daysA diagnostic and the first build at the platform, with playbooks ready for add-ons.
- Portfolio rolloutThe same AP, close and reporting playbooks reused, so each company costs less than the last.
- A monthly report against the planBaseline, current KPI, cost to date and run-rate EBITDA effect, with hours freed and cost removed reported separately.
- Exit documentationEvery workflow documented and company-owned, ready for buyer diligence.
Sponsor pricing
Sponsor pricing is separate from owner pricing.
Per company · 2 to 3 weeks
Portfolio diagnostic
$7,500
Workflows ranked by payback, with baseline and targets for the value creation plan. Also used for pre-close diligence.
3 or more companies
Portfolio rate
Quoted per portfolio
Shared playbooks lower the cost of each company after the first. Builds are fixed-fee, with 20% held back until the target is hit.
Ongoing
Reporting against the plan
From $2,500/mo
A monthly report for the board and operating partner, plus monitoring of every build. Cancel any month.
Questions owners ask
Do you get paid by the vendors you recommend?
No. We don’t resell software or take referral fees or commissions. If we recommend a tool, you buy it directly.
What does the company own at exit?
Everything: the accounts, the code, the data and a written exit plan for each build.
Where does our data go?
Into accounts you own. If it can’t leave your environment, we can keep processing there, including open-source models on your own servers.
Get a written plan.
Name a portfolio company or a target and the work that takes the most hours. We’ll tell you what it’s worth to the plan.
Free, and written by a partner.