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AI Value Creation for Private Equity

What We Hear From Portfolio Companies

“We know AI matters, but we don’t know where to start or what will actually move the needle.”

“We moved fast, skipped the upfront validation, and built the wrong thing. Now we’re back to square one.”

“We’ve invested in AI, but we can’t show the impact on the P&L.”

“We know exactly where we want to go with AI — we just can’t get there fast enough with our current team.”

In 2026, the #1 driver of PE returns is value creation, and AI is its next frontier.

Our Services

The Embedded AI Value Creation Playbook

The advisory model doesn't work for AI value creation. What works is embedded execution — at the fund level to identify opportunities and repeatable playbooks, and at the portfolio company level to actually deliver results.

AI Due Diligence

  • →Quantify AI automation-based cost-out potential
  • →Evaluate generative AI-driven disintermediation risks
  • →Identify enterprise value expansion opportunities through AI-driven product and service innovation

AI Opportunity Assessment

  • →Identify AI opportunities across the portfolio to expand EBITDA
  • →Assess portfolio AI readiness — data, tech stack, and talent
  • →Establish an AI automation roadmap for top priorities

AI Playbook-as-a-Service

  • →Audit and upgrade existing operational playbooks (e.g. AI-powered customer support)
  • →Develop new AI-native playbooks (e.g. AI software engineering)
  • →Accelerate playbook rollout across portfolio companies with embedded execution support

AI Due Diligence

  • →Quantify AI automation-based cost-out potential
  • →Evaluate generative AI-driven disintermediation risks
  • →Identify enterprise value expansion opportunities through AI-driven product and service innovation

AI Opportunity Assessment

  • →Identify AI opportunities across the portfolio to expand EBITDA
  • →Assess portfolio AI readiness — data, tech stack, and talent
  • →Establish an AI automation roadmap for top priorities

AI Playbook-as-a-Service

  • →Audit and upgrade existing operational playbooks (e.g. AI-powered customer support)
  • →Develop new AI-native playbooks (e.g. AI software engineering)
  • →Accelerate playbook rollout across portfolio companies with embedded execution support

Industries We Work With

B2B Software

Healthcare

Financial Services

Professional Services

Let's turn AI into portfolio value

Get in Touch→