Investors & Portfolio Value Creation
AI value creation for private equity and growth investors
From diligence to exit, we help investors and their portfolio companies capture AI-driven value with speed, discipline, and governance.
How we create value across the investment lifecycle
AI Diligence Lens
Evaluate AI capabilities, technical debt, and transformation potential during deal evaluation.
100-Day Value Plans
Rapid AI value creation roadmaps for the first 100 days post-close, focused on quick wins and foundation-building.
Portfolio Playbooks
Reusable AI transformation patterns that can be applied across portfolio companies with shared learnings.
Governance & Risk
AI governance frameworks that protect value while enabling innovation across the portfolio.
Engagement models
Pre-deal AI assessment
2-4 weeksTechnical and strategic evaluation of AI capabilities, risks, and value creation opportunities for targets.
100-day acceleration
100 daysPost-close AI value creation sprints that deliver measurable outcomes in the first 100 days.
Portfolio-wide initiatives
OngoingCross-portfolio AI programs that leverage shared learnings and economies of scale.
Operating partner support
RetainerOn-call AI expertise for operating partners managing portfolio company transformations.
Why investors work with us
- Operator perspective: We've built AI capabilities inside portfolio companies, not just advised on them
- Speed to value: Focused on quick wins that build momentum and fund longer-term transformation
- Knowledge transfer: We build capabilities, not dependency—your team owns the outcome
- Governance first: Responsible AI frameworks that protect value and enable sustainable adoption
- Platform fluency: Deep technical grounding across cloud, data, and AI stacks
Representative experience
Portfolio AI value creation advisory and operating partner support.
Co-founded and scaled to 8-figure exit with patented data products.
AI transformation delivery across healthcare, tech, and services.
