AI That Moves Your Portfolio's EBITDA
200-400 bps margin improvement. 90-day implementations. Scalable across your portfolio.
Built for operating partners who need results before the next board meeting.
Your Portfolio Companies Are Leaving Money on the Table
You've seen the AI headlines. You know there's value there. But when you look across your portfolio, you see:
Scattered AI experiments with no clear ROI
Management teams unsure where to start
Vendors pitching year-long "transformation" projects
No standardized approach to deploy across companies
Meanwhile, your competitors' portfolio companies are cutting costs, accelerating revenue, and building AI capabilities that boost exit multiples.
The Reality:
Most mid-market companies can achieve 20-40% cost reduction in targeted processes within 90 days—if they know where to look. The question isn't whether AI can help your portfolio. It's how quickly you can capture that value.
AI Value Creation Built for PE Timelines
I work with operating partners to identify and capture AI-driven value across their portfolio companies—fast.
Rapid Opportunity ID
2-week diagnostic that identifies 3-5 high-impact AI initiatives with projected ROI, implementation timeline, and resource requirements.
Perfect for 100-day plans
90-Day Implementations
End-to-end deployment of 1-2 AI initiatives with measurable KPIs, change management, and team training—results before your next board meeting.
Board-ready results
Portfolio-Wide Playbooks
Standardized AI deployment frameworks you can roll out across multiple portfolio companies. One investment, multiplied returns.
Scales with your portfolio
Where AI Moves the Needle for Portfolio Companies
These are the high-ROI opportunities I consistently find in mid-market companies—the same profile as most PE portfolios.
Accounts Payable & Invoice Processing
AI-powered invoice processing, 3-way matching, and exception handling. Typically reduces AP processing costs by 60-80% and accelerates close cycles.
Customer Service & Support Automation
AI agents handle 60-80% of routine inquiries, freeing teams for high-value work. Improves response times and CSAT while reducing headcount needs.
Sales Intelligence & Lead Scoring
AI-driven lead prioritization, competitive intelligence, and proposal automation. Increases win rates and shortens sales cycles.
Operations & Back-Office Automation
Document processing, data entry, reporting automation, and workflow orchestration. The unsexy work that quietly destroys margins.
Why PE Firms Choose to Work With Me
I'm not a big consultancy that bills for "strategy" while your portfolio burns cash. I'm an operator who delivers implementations that show up in your financials.
PE Timeline Native
I understand the pressure of 100-day plans and board cycles. Every engagement is designed to deliver measurable results within your reporting timeline.
EBITDA-First Thinking
I don't pitch technology for technology's sake. Every recommendation ties directly to margin improvement, cost reduction, or revenue acceleration.
Mid-Market Specialist
I work exclusively with companies in the 50-5,000 employee range—the sweet spot for most PE portfolios. No enterprise bloat, no startup chaos.
Portfolio Scalability
Playbooks and frameworks developed for one portfolio company can be rapidly deployed across others. One learning curve, multiplied returns.
How We Work Together
A straightforward process designed to minimize your time investment while maximizing portfolio impact.
Portfolio Intake Call
20-minute call to understand your portfolio composition, value creation priorities, and which companies are best positioned for AI quick wins.
No prep required from your team
AI Opportunity Diagnostic
2-week deep dive into one or more portfolio companies. Interviews with functional leaders, process analysis, and technology assessment.
Deliverable: Prioritized AI roadmap with ROI projections
90-Day Pilot Execution
Implementation of 1-2 highest-impact initiatives with weekly progress reporting, change management support, and team training.
Deliverable: Working AI solution with measured KPIs
Portfolio Expansion
Successful playbooks get packaged for rapid deployment across other portfolio companies. Your operating team can execute, or I can lead.
Deliverable: Repeatable AI playbook for your portfolio
Let's Identify the AI Opportunity in Your Portfolio
20-minute call. No pitch deck. I'll ask about your portfolio and value creation priorities, and tell you honestly where I see the highest-impact AI opportunities.
If there's a fit, we'll discuss next steps. If not, you'll walk away with some ideas for your team to explore.
Apply for Your 90-Day Sprint
Due to the hands-on nature of the Sprint, I work with a limited number of mid-market leaders each year. Tell me about your situation and I'll be in touch within 24 hours.
Current availability: Accepting applications for Q1 2026 engagements.
What to expect:
- ✓ 20-minute conversation to understand your context
- ✓ Quick assessment of AI opportunities in your operations
- ✓ Honest take on what's worth pursuing (and what's not)
- ✓ No obligation, just clarity on your next steps
Satisfaction guarantee: If the call doesn't provide value, I'll refund your time with actionable next steps at no charge.