Private Equity

AI assessment, diligence, and implementation across the portfolio.

Overview

AI for private equity

AI is reshaping operational value creation.
Separating signal from noise—understanding where AI can genuinely improve portfolio company performance versus where it's premature—requires technical depth and practical experience.
We work with PE firms to assess AI opportunities and conduct technical diligence on AI-enabled targets.
We implement solutions that drive measurable improvements in portfolio company operations.

Services

How we work with PE firms

Portfolio AI Assessment

Systematic evaluation of AI readiness and opportunities across portfolio companies. Identify where AI can create value, prioritize initiatives, and build implementation roadmaps.

Deal Due Diligence

Independent technical assessment of AI capabilities in acquisition targets. Validate claims, identify risks, and inform valuation and integration planning.

Portfolio Implementation

Hands-on AI implementation for portfolio companies—from voice agents and chatbots to workflow automation systems.

Operating Partner Support

Work alongside operating partners to identify, scope, and execute AI initiatives across the portfolio.

Value Creation

AI-driven opportunities

The most common AI opportunities in portfolio companies:

Customer Operations: AI voice agents and chatbots that handle customer inquiries, scheduling, and support—reducing headcount or enabling growth without proportional hiring.
Back Office Automation: Document processing, data extraction, and workflow automation that reduce administrative overhead and error rates.
Sales Enablement: Lead qualification, follow-up automation, and CRM enrichment that improve conversion without adding headcount.
Operational Intelligence: AI that surfaces insights from operational data, enabling better decisions and faster response to issues.