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Private Equity

Middle-market sponsors · operating partners · value-creation teams · portfolio companies

Two problems wear one label. At the platform level: an AI thesis that survives the investment committee, and diligence answers on a deal clock. At the portfolio level: eight to thirty companies, each convinced its AI opportunity is unique, none with an executive who has shipped a model to production.

What’s breaking

Where the hours actually go.

The value-creation plan is a slideThe AI section has no number attached — and no owner once the deal closes.
Diligence outsourced to the targetA target’s “AI capability” assessed mainly from the target’s own deck.
Thirty pilots, nothing reusableEvery portco runs its own experiment; the second company pays full price again.
Exit claims the data room can’t supportAI-enablement narratives that don’t survive a buyer’s diligence.
What we build

The systems that fix it.

  • 01Buy-side AI due diligence on a two-week deal clock: what’s real, what’s rebuildable, what it costs
  • 02Portco diagnostics with a scored use-case portfolio and a 90-day plan per company
  • 03A portfolio playbook so the second company costs a fraction of the first
  • 04Shared fractional AI leadership across several portcos — senior judgment none could hire alone
  • 05Exit-ready evidence — the artifacts that make an AI claim diligence-proof
Where to startBuy-side AI due diligence on the deal clock, or a Portco AI Diagnostic post-close — then shared fractional AI leadership across the companies where the roadmap has to get executed.

Bring the hardest version of the problem.

Thirty minutes, no deck and no pitch. Leave with a sharper picture of the problem than you arrived with — and a straight answer on whether we can help.

If there’s a fit, we’ll say so. If there isn’t, we’ll say that too — and usually who to call instead.