Our engagements

Four productized engagements. One standard: defensible.

Each ends with a measurable, defensible outcome you can put in front of an LP, a board audit committee, or a QoE analyst.

Pre-close

AI Diligence Sprint

2 weeks

For

Deal Teams evaluating a target with AI exposure — either as a competitive claim or a governance risk.

Deliverable

A red/yellow/green diligence memo covering six pillars — model inventory, third-party AI, data privacy, governance structure, validation and monitoring, and board reporting — plus a quantified post-close remediation cost estimate.

Why it matters

Nine of ten AI claims in a CIM don't survive contact with a model inventory. We tell you which of the target's AI use cases are real, which are marketing, which will fail an examiner if the portco is regulated, and what it will cost to fix before or after close.

Pricing: Fixed fee. Contact for quote.

Post-close

100-Day AI Value-Creation Playbook

100 days, on-site or hybrid

For

Operating Partners and portco CEOs in the first hold-period sprint.

Deliverable

A signed 100-day plan with three AI initiatives selected against a booked-value threshold, a governance operating model to keep them defensible, and a monthly board-ready reporting cadence.

Why it matters

In 2026, operational value creation replaced financial engineering as the dominant driver of PE returns. This is the engagement that ties AI to that number.

Pricing: Fixed fee plus optional value-share on booked EBITDA. Contact for quote.

Firm-level retainer

Portfolio-Wide AI Readiness Program

Annual retainer

For

PE firms with 8+ portcos who want a consistent AI operating standard across the portfolio — and a single accountable partner.

Deliverable

A firm-standard AI operating framework, quarterly portco maturity scoring, a shared vendor/model registry, and a fund-level AI narrative for the annual LP letter.

Why it matters

LPs are asking about AI. Firms that can answer with data — not marketing language — raise faster. This engagement gives your IR team, your operating partners, and your portco CEOs the same evidence base.

Pricing: Retainer, scaled to portfolio size. Contact for quote.

Pre-exit

Exit-Readiness AI Attestation

4 weeks

For

Operating Partners and CFOs preparing a portco for sale or IPO in the next 12 months.

Deliverable

An examiner-ready attestation package covering the six pillars, aligned to buyer-side QoE and technology diligence standards, with a defensible narrative for the sell-side data room.

Why it matters

Buyers are getting better at pricing AI risk into deals. A defensible AI story protects multiple. A sloppy one is a discount.

Pricing: Fixed fee. Contact for quote.

Not sure which engagement fits?

Book a 30-minute diagnostic call. We'll tell you exactly where you are, what's at risk, and which engagement makes sense.

Book a Diagnostic Call