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Make AI Show Up in Your Portfolio's EBITDA.
Senior AI engineers embedded with your operating partners. A repeatable playbook for turning portfolio-wide AI work into measurable value. First production workload in 100 days. Full capability transfer when we leave.
AI Is Happening Across Your Portfolio.
EBITDA Impact Isn't Following.
Your operating partners can list 30 AI initiatives across the portfolio. Some are vendor pilots. A few are showing early traction. None of them are landing in the value creation plan as committed dollars. The firms creating measurable value run a governed playbook that ships inside the hold period. They treat AI like any other VCP initiative, with owners, milestones, and dollars attached.
Three Places AI Shows Up in Your Numbers
Not every AI use case moves the same lever. We rank initiatives by where they move EBITDA, hold-period multiple, or exit narrative, and start where the impact lands fastest.
AI-Enabled Products & Business Model Shifts
Portfolio Company Operations
Fund / GP Operations
How We Ship AI Value Inside Your Hold Period
Senior AI engineers embedded alongside your operating partners. Five stages, shaped to the discipline of a value creation plan. Initiative-level accountability, board-ready KPIs, and exit narrative integration at every step.
Assess
Portfolio readiness scan, data and systems inventory, workflow pain-point map. A clear picture of where each portco stands.
Prioritize
3–5 use cases per portco, ranked by EBITDA impact and replicability. Roadmap integrated into your VCP.
Execute
Flagship build: data pipelines, AI integration, workflow deployment, change management. Working system in production by day 100.
Monitor
ROI tracked against VCP targets. Board-ready monthly reporting. Exit narrative linkage from day one.
Replicate
Reusable templates, cross-portfolio learning. The next portco starts further ahead than the first one did.
Want This for Your Portfolio?
30 minutes, your portfolio, our point of view on where the AI value is and how we'd go after it.
Book a Portfolio Discussion →
Why It Ships
Most AI Programs Fail in the Same Five Places. The Playbook Avoids Each One.
| Failure Mode | What It Looks Like | How the Playbook Avoids It |
|---|---|---|
| Pilot Sprawl | 15 disconnected experiments, no priority ranking | 3–5 use cases per portco, ranked by EBITDA, feasibility, and replicability |
| No Link to Thesis | AI work that doesn't touch the underwriting case | Every initiative maps to underwriting thesis, margin target, or exit story |
| Technology First | Sophisticated models running on broken workflows | Workflow redesign first. The model is the last thing we add. |
| No Production | Slide decks, no shipped systems | Full-stack delivery: data, integration, and AI in production within 100 days |
| No Learning Loop | Every portco solves the same problem alone | Templates and learnings move across the portfolio, build by build |
A PE-Backed Services Company Became a Software Business — and Walked Into a Much Better Exit.
An energy services and facility solutions provider with 700+ employees and 30+ locations was running on manual processes. Assessments lived in spreadsheets. Reporting was done by hand. Scaling the business meant adding more people.
Compoze Labs embedded with their team across four product releases, replacing manual field operations with a custom platform for assessments, capital planning, and client reporting.
Three years later, they weren't selling services anymore. They were selling the platform — and the technology had become the centerpiece of the exit narrative.
$75K–$150K Per Portfolio Company. Working Systems, Not Roadmaps.
Fixed scope. Measured returns. Board-ready deliverables at every stage so your operating team stays in control from day one.
- Senior AI engineers embedded alongside your operating partners
- Full capability transfer — your team owns the system when we leave
- Initiative-level accountability and quarterly board reporting
- Reusable templates that compress cost and time on the next portco
Tell Us About Your Portfolio.
A 30-minute conversation, walking through where we see the biggest AI value across your specific holdings, how we'd execute, and what it would cost. You leave with a clear view of what's possible — no slide-deck hard sell.
Schedule a Conversation →