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Private Equity · AI across the portfolio
Build AI that moves the value thesis, across a portfolio you didn't build.
For the Operating Partner and Group CTO who have to prove the AI inside a portco is an asset, not a liability, at the next IC re-underwriting, LP letter, or exit.
Read2 wk
Portcosrolled up
Opinionsourced
AuditSnapshot: the view across a portfolio you didn't build.
Every claim in the report traces back to source evidence, ownership, and the workflow decision it supports.
Valuefund next
Riskcontain now
Fluencytrain where work changed
At a glanceBuyer: Operating Partner / Group CTOAI Audit, run portco-upValue-capture file + AI risk registerAudit memorandum the IC already readsOne portco, rolled up to the fund
What a portfolio audit surfaces
The first full inventory, before anyone signs off.
The shape we keep finding across portfolios, not a single account. The numbers move company to company.
Four levers
Where the underwriting actually happens.
01
Value capture
Which AI moves revenue, margin, cycle time, and quality, ranked by underwriting confidence.
02
Risk control
Vendor exposure, shadow AI, and unread agents eroding the asset or sitting on the diligence file.
03
Operating readiness
Whether the portco's people can run the AI, and where role redesign is the real bottleneck.
04
Board evidence
The audit memorandum, materiality threshold, and working papers the IC and buyer rely on.
The AI Audit
Activity, turned into an underwriting file.
Production traces and portco usage flow into one read. Capture-side and risk-side proof land in the same memorandum the audit committee already knows how to act on.
Capture-side proof
value-capture memoworkflow priority90-day sprint
Risk-side proof
AI risk registerNIST AI RMFISO 42001EU AI Act
Audit memorandum
opinionmaterialityexceptions
Board / IC / LP pack
one memoevery reader
Exit evidence archive
assembled pre-process
Same evidence, different buyer job
Start at the portco. Roll it up to the fund.
One read, formatted for each reader who has to act on it.
ReaderWhat they need
Portco CEO / CIOA focused AI planBoard-ready, without creating security sprawl
Operating PartnerA portfolio viewWhere AI moves value and where risk concentrates
Tech Operating PartnerFirst workflows shippedSequenced, instrumented, technical risk contained
Audit committeeAn audit-style readOpinion, materiality threshold, exceptions, remediation
Frequently asked
Direct answers.
No. The first useful output is the AI Audit, a fast, fixed-scope read. The 90-day plan is about choosing and instrumenting the first workflows that can move value.
Specialist AI builder, across the board
One builder, across the board.
We take your AI from strategy to outcome, with governance, audit, and evals built into every build. Start with a discovery call, or a quick audit.