Private Equity
One agent playbook. Every portfolio company.
For operating partners with manufacturing, distribution and e-commerce holdings. We build the same agents in each portco, on each company's own systems, and price them per outcome — so the cost tracks the value creation plan.
Why it fits a hold period
Margin without headcount
Agents absorb volume growth in order entry, AR and supplier admin, so a bolt-on does not arrive with another back office attached.
Repeatable across holdings
The same agent patterns go into each portco, and each company keeps its own systems. The second build starts from the first.
Aligned cost
A build fee plus a fee per outcome. No platform licence to unwind at exit and no per-seat cost to renegotiate.
Agents that travel well.
These four do the same job in almost every operating company you hold. The pattern repeats; the rules, the item data and the approval limits are built per company.
Order Entry Agent
Gets purchase orders out of inboxes, PDFs and EDI and into your ERP — correctly, the first time.
- NetSuite
- Acumatica
- Sage
- Odoo
- +4 more
Quote-to-Cash Agent
Turns RFQs into accurate quotes, quotes into orders, and shipped orders into invoices that get paid.
- NetSuite
- Acumatica
- Sage
- Odoo
- +4 more
AR & AP Agent
Applies cash, chases overdue invoices in your tone, and matches every vendor bill before you pay it.
- NetSuite
- Acumatica
- Sage
- Odoo
- +5 more
Supplier Onboarding & Compliance Agent
Collects, checks and keeps current every document you need from suppliers — before an auditor or customer asks.
- NetSuite
- Acumatica
- Sage
- Odoo
- +4 more
One set of definitions across the portfolio.
With each company’s agreement, a common reporting view across portcos — same definitions of margin, cash cycle and working capital, so a board pack from one company means the same thing as a board pack from another.
True margin by SKU and customer
Your ERP shows gross margin at list. It does not subtract freight, rebates, returns, payment terms and the cost of the account.
- Margin after freight, rebates, returns and terms
- Customers who look profitable but are not
- SKUs that lose money below a certain order size
Cash & inventory cockpit
Cash, inventory and receivables live in three systems, so nobody sees the cash cycle in one place.
- Cash conversion cycle
- Dead and aged stock with its carrying cost
- A 13-week cash view from open AR, AP and POs
The full set of views sits in AI Reporting & Dashboards.
Every agent starts in shadow mode.
For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.
It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.
We no longer offer standalone AI due diligence.
If you are evaluating a target’s operations, the Readiness & Agent Roadmap can be scoped for that instead — the same walk through order-to-cash, procure-to-pay and reporting, written up for a deal team.
Works in the systems you already run
- NetSuite
- Acumatica
- Sage
- Odoo
- QuickBooks
- Xero
- Zoho
- Shopify
- Amazon
- EDI
- WMS
- Outlook & Gmail
- Spreadsheets
Plus bespoke and legacy systems — if your team can log into it, we can usually work with it.
Questions & Answers
Private equity: common questions
Pick one portco and one process.
We will look at the work with that company's team, agree what counts as done, and you will see whether the pattern is worth repeating across the rest.