Private Equity
Every quarter counts. Your portfolio companies' systems should reflect that.
Whether you're optimizing a portfolio company or building for exit, we build the revenue infrastructure that moves the needle fast.
The Short Answer
Private equity (PE) covers investment firms that acquire majority or significant minority positions in privately held operating companies, drive operational and financial value-creation during the hold period, and exit through strategic sale, secondary sale, or IPO. Operationally PE firms run sourcing and deal flow, due diligence, portfolio operations and value-creation programs (often anchored by a 100-day plan), portfolio reporting to LPs, exit preparation, and quality-of-earnings work. AI is applied across the lifecycle to deal sourcing and screening, due diligence document review, portfolio company revenue and ops infrastructure builds, standardized cross-portfolio reporting, customer health monitoring, and exit-readiness data cleanup.
You Know This Problem
Sound familiar?
Portfolio Company Business Ops Are Inconsistent
Different CRMs, different pipelines, different reporting formats. No standardization means no visibility.
100-Day Plans Without Execution Infrastructure
Great strategy documents that don't translate to faster revenue because the systems aren't there to execute.
Exit Readiness Is Always Last-Minute
Clean data, reliable forecasting, and documented processes should be table stakes - not a 6-month scramble before LOI.
What We Build
What we build for Private Equity
System / Agent
What It Does
100-Day AI Ops Sprint
Rapid deployment of revenue and ops infrastructure in the first 100 days of ownership.
Business Ops Infrastructure Build
CRM, pipeline, forecasting, and attribution - built to investor-grade standards.
Cost Reduction Automation
Identify and automate the highest-cost manual processes across the portfolio.
Portfolio Reporting System
Standardized reporting across portfolio companies with real-time dashboards for the GP.
Customer Retention Agent
Automated health monitoring and at-risk customer alerts for portfolio companies.
GTM System Build
Full go-to-market infrastructure for portfolio companies entering growth phase.
$852K
Avg cost savings, year one
6 weeks
To live Business Ops infrastructure
$115M
Raised by a client post-engagement
Featured Case Study
Real results in private equity.
Private Equity Systems Merger
A Private Equity firm that acquired two organizations wanted to merge these two companies into a single revenue management system. This would increase the accuracy of information, ability to upsell and cross sell, and cut down technology costs. The firm desired standardized reporting, comprehensive integrations, and a well-automated machine across both entities. While the Private Equity firm had certified Salesforce professionals on board, the complexity of migrating two Salesforce instances into a single source of truth, integrating accounting systems, and onboarding both teams into a new process required additional support to meet the challenge of a 90-day deadline.
Read the full case study42%
Licensing Savings
23%
CAC Reduction
142 min
Time Saved / Rep
Explore Capabilities
AI Use Cases for Private Equity
Here's what those systems actually look like for private equity firms today.
AI Add-On Acquisition Targeting for Private Equity
AI agents identify add-on acquisition targets matching platform investment thesis, monitor...
AI-Powered Client Reporting for Private Equity
See how Private Equity firms eliminate 80-90% of manual report-building time using AI. Rev...
AI for Proposal and Scope Generation for Private Equity
Private Equity firms using AI proposal generation reduce turnaround time by 40-60% and win...
AI Workflow Automation for Private Equity
Private Equity firms reduce administrative overhead by 40-60% using AI workflow automation...
Automated Lead Qualification for Private Equity
AI lead qualification agents for Private Equity respond to inbound leads within minutes, s...
AI CIM & Pitch Material Generation for Private Equity
AI agents generate CIMs for portfolio company exits, pitch decks for fundraising, and mark...
Show all 13 Private Equity use casesHide additional use cases
- Client Onboarding Automation for Private Equity
- AI Deal Sourcing & Screening for Private Equity
- AI Due Diligence Document Review for Private Equity
- AI Investor Communications for Private Equity
- AI LP Reporting Automation for Private Equity
- AI Operating Metrics Aggregation for Private Equity
- AI Portfolio Company Performance Reporting
Common Questions
Quick answers to what most private equity leaders ask before we kick off.
How do you handle reporting for the GP across multiple companies?
We build a standardized data layer across portfolio companies that feeds a single GP dashboard. Different CRMs, unified reporting.
Can you work across multiple portfolio companies simultaneously?
Yes. We work with PE firms that want to deploy a consistent operating playbook across 3-10 portfolio companies. We have a dedicated portfolio engagement model for this.
Where does this fit - the fund or the portfolio company?
Both. Some engagements are at the fund level (deal sourcing, IC prep, LP reporting). Most are at the portco level, sponsored by the operating partner team to lift EBITDA.
How quickly can a portco see EBITDA impact?
First system live in 30-60 days. EBITDA-relevant lift typically shows up by month 4-6 - usually in revenue capture, working-capital cycle time, or SG&A reduction.
How do you scope across a portfolio of different industries?
We start with the highest-value common patterns - sales pipeline, customer onboarding, AR, reporting - then layer industry-specific systems where the value is biggest. We don't force a one-size template.
How does this look at exit?
Buyers pay more for businesses that don't require their founders or their CRO to run them. The systems we build are documented, transferable, and survive a management change. That's the point.
Can we engage on a single portco first?
Yes. Most sponsors start with one or two portcos and expand once the playbook is validated.
Ready to see this applied to your private equity firm?
Book a 30-minute strategy call. We'll show you exactly what we'd build.
Book a Strategy Call