Move AI across the portfolio.
For finance-focused PE teams that need one portfolio view of AI value, risk, and the next portco moves.
Built for $500M to $3B AUM funds that need operating evidence and diligence-ready reporting across portcos.
Pick the first portfolio moves.
Use the Audit to decide where AI should move first across the fund, the portcos, and the exit story.
Portfolio visibility
A fund-level read on where AI is in use, where it is creating value, and where risk is accumulating.
Portco value creation
A short list of AI Transformation workstreams, sequenced by where operating leverage is most defensible.
Exit-ready evidence
A quarterly artifact that can feed IC review, LP updates, and buyer diligence without rebuilding the story.
Start with the AI Audit.
The AI Audit gives the fund one operating view before the work splits into AI Transformation, AI Governance, and AI Fluency.
Compound through the hold.
A portfolio operating rhythm for capture, risk, fluency, and exit evidence.
- Year 1
Baseline
Run the AI Audit and produce the first Adoption and Efficiency Gain report.
- Year 2
Transform
Move the highest-leverage portco workflows into production and instrument the impact.
- Year 3+
Scale
Expand AI Fluency and AI Governance across the portfolio operating rhythm.
- Exit prep
Prove
Turn the evidence trail into a buyer-diligence story the deal team can defend.
Ship the PE artifact.
Every Audit and Transformation engagement produces the Adoption and Efficiency Gain report: a quarterly artifact for IC review, LP updates, and buyer diligence.
Route by buyer.
The same portfolio motion lands differently depending on who owns value creation, technical sequencing, or one-portco execution.
Operating Partner
Owns value creation and needs a repeatable portfolio motion.
CTO-in-Residence
Owns technical sequencing and portco implementation quality.
Portco CEO / CIO
Owns one-company execution, starting with an AI Audit baseline.
Keep the service map simple.
Diligence, value creation, monitoring. The rest is sequencing.
AI Due Diligence
A two-week read on the AI value thesis, adoption gaps, vendor risk, and governance posture.
Portco Value Creation
AI Transformation, AI Governance, and AI Fluency workstreams, sequenced from the Audit baseline.
Portfolio Monitoring
An always-on fund view across adoption depth, tool consolidation, risk posture, and exit readiness.
Hands-on. Fixed-scope. Platform-anchored.
Named practitioner
A TrustEvals lead works with the fund and the engaged portco team.
Quarterly cadence
The report updates with operating evidence from the platform.
One evidence trail
The same evidence feeds IC, LP, governance, and buyer-diligence views.
Start with Audit. Sequence the workstreams.
One order, applied across the engagement. The AI Audit produces the operating read, then AI Transformation, AI Governance, and AI Fluency sequence per the customer's priority.
- AI AuditSee use, value, and risk.
- AI TransformationShip value workflows.
- AI GovernanceProduce audit evidence.
- AI FluencyRaise role-level capability.
Start with an AI Audit baseline.
Discovery call. Calendar link within 60 seconds.
Frequently asked.
If the firm has a clearly named lower-middle-market fund inside the band, we target that fund, not the whole firm.
Currently out of scope. We are focused on finance, fintech, real estate, REITs, and insurance.
Kickoff to delivery is two weeks once the engagement is signed.