Who We Serve
Three audiences. One firm. Aligned incentives across the deal lifecycle.
Operating Partners
Your job is booked value across the portfolio. Ours is to make AI a lever you can pull, measure, and defend.
Middle-market PE Operating Partners are asked to deliver value creation across a growing portfolio with a lean team and portco management that ranges from AI-fluent to AI-skeptical. The Organizational Group works as a fractional extension of your team — one call, one methodology, one accountable partner across every portco where AI matters.
Book a 30-minute callHow we work with you
- Fast diagnostics that give you a defensible baseline in weeks, not quarters
- A repeatable 100-day playbook that portco CEOs actually execute
- Monthly reporting your IC and LPs can read without translation
- A single point of accountability across the portfolio — no context re-buy every engagement
Deal Teams
AI claims in the CIM are getting louder. Your diligence needs to get sharper.
Whether the target is pitching AI as a growth story or hiding AI as a risk, the Deal Team needs a fast, defensible read on what's real, what's expensive to fix, and what shows up as a discount at close. The AI Diligence Sprint plugs into your existing diligence stack — legal, tech, commercial, financial — and gives you the model-and-governance layer most tech diligence shops don't cover.
Request a diligence quoteHow we work with you
- Two-week sprint, sized to your deal timeline
- Six-pillar diagnostic aligned to NIST AI RMF, ISO 42001, and applicable sector regulations
- Remediation cost estimate you can price into your bid
- Post-close handoff to the Operating Partner team so nothing is lost between LOI and Day 1
Portco CEOs and CFOs
Your board wants an AI story. Your regulators want documentation. Your team wants a plan.
Portco leadership sits between an operating partner asking for booked value and a business that has to actually ship the work. The Organizational Group works alongside your team — not around it — to build an AI program that ships, gets measured, and holds up under scrutiny at exit.
Book a portfolio-company briefingHow we work with you
- A 100-day plan you help design and own
- Governance that protects you personally as an officer of the company
- Vendor selection support that keeps your options open at exit
- Board reporting materials that make your quarterly meetings shorter
Which describes you best?
Every engagement starts with a diagnostic. Tell us where you are and we'll show you the fastest path to defensible AI advantage.
Book a Diagnostic