The so-what: AI as a repeatable value-creation lever
For a sponsor, AI is only interesting if it moves EBITDA and the exit multiple — reliably, across the book, without a science project at every portco. The risk isn’t that AI doesn’t work; it’s that each company “does AI” differently, governance is an afterthought, and you can’t see across the portfolio. We give you one governed play you can run company after company, pointed at the metrics that move enterprise value.
You don’t need one portco to get lucky. You need a play that travels.
Where it earns its keep
- Diligence & deal processing — agents that read CIMs, data rooms, and financials to speed screening and surface risk before you commit. Compress weeks of analyst time into days.
- 100-day plan execution — turn the value-creation plan into live workflows and dashboards, so the first two quarters actually happen instead of slipping.
- Portfolio-wide visibility — unify fragmented portco data into a KPI rollup built for exec and investor reporting. One view across the book, not twelve spreadsheets.
- Margin & back-office automation — the unglamorous work that compounds: quote-to-cash, AP/AR, reporting, close acceleration — deployed as a repeatable pattern per portco.
Example build: a diligence agent that reads a full data room in days, not weeks — surfacing risk before you commit.
(Illustrative — your scope and numbers depend on your operation.)
How we deploy across a portfolio
We prove the play at one or two portcos as Value Sprints — fixed fee, one KPI, shipped in weeks — then run and scale it through AI Office. Deploy Operator or Embedded at the four-to-six companies where the EBITDA upside is highest; use Sherpa as a light, governed footprint everywhere else. Security, governance, and reporting are installed on day one, not bolted on before exit.
Common questions
How do you keep it consistent across portcos? One governed playbook and one accountable team — the same approach, instrumented for portfolio-level visibility, adapted to each company’s stack.
How fast is the first proof? Weeks, not a deck in months. A Value Sprint ships a working build with a KPI behind it; if it misses inside 12 months, we keep working at our cost until it hits.
Is it cheaper than an AI lead at every portco? Far cheaper — and you don’t recruit one twelve times. You get a senior team, already vetted and managed, deployable across the book.