Private Equity
Every quarter counts. Your portfolio companies' systems should reflect that.
Whether you're optimizing a portfolio company or building for exit, we build the revenue infrastructure that moves the needle fast.
Book a Strategy CallYou Know This Problem
Sound familiar?
Portfolio Company Business Ops Are Inconsistent
Different CRMs, different pipelines, different reporting formats. No standardization means no visibility.
100-Day Plans Without Execution Infrastructure
Great strategy documents that don't translate to faster revenue because the systems aren't there to execute.
Exit Readiness Is Always Last-Minute
Clean data, reliable forecasting, and documented processes should be table stakes - not a 6-month scramble before LOI.
What We Build
What we build for Private Equity
System / Agent
What It Does
100-Day AI Ops Sprint
Rapid deployment of revenue and ops infrastructure in the first 100 days of ownership.
Business Ops Infrastructure Build
CRM, pipeline, forecasting, and attribution - built to investor-grade standards.
Cost Reduction Automation
Identify and automate the highest-cost manual processes across the portfolio.
Portfolio Reporting System
Standardized reporting across portfolio companies with real-time dashboards for the GP.
Customer Retention Agent
Automated health monitoring and at-risk customer alerts for portfolio companies.
GTM System Build
Full go-to-market infrastructure for portfolio companies entering growth phase.
$852K
Avg cost savings, year one
6 weeks
To live Business Ops infrastructure
$115M
Raised by a client post-engagement
Featured Case Study
Real results in private equity.
Private Equity Systems Merger
A Private Equity firm that acquired two organizations wanted to merge these two companies into a single revenue management system. This would increase the accuracy of information, ability to upsell and cross sell, and cut down technology costs. The firm desired standardized reporting, comprehensive integrations, and a well-automated machine across both entities. While the Private Equity firm had certified Salesforce professionals on board, the complexity of migrating two Salesforce instances into a single source of truth, integrating accounting systems, and onboarding both teams into a new process required additional support to meet the challenge of a 90-day deadline.
Read the full case study42%
Licensing Savings
23%
CAC Reduction
142 min
Time Saved / Rep
Explore Capabilities
AI Use Cases for Private Equity
AI-Powered Client Reporting for Private Equity
Eliminate manual report building with AI that pulls, formats, and distributes reports auto...
AI for Proposal and Scope Generation for Private Equity
Use AI to draft proposals, statements of work, and scopes faster with less back-and-forth....
AI Workflow Automation for Private Equity
Automate repetitive internal workflows using AI to eliminate manual handoffs and reduce op...
Automated Lead Qualification for Private Equity
Replace manual lead scoring with AI that qualifies, routes, and prioritizes inbound leads ...
Client Onboarding Automation for Private Equity
Streamline new client intake, document collection, and onboarding sequences with AI-driven...
Common Questions
How do you handle reporting for the GP across multiple companies?
We build a standardized data layer across portfolio companies that feeds a single GP dashboard. Different CRMs, unified reporting.
Can you work across multiple portfolio companies simultaneously?
Yes. We work with PE firms that want to deploy a consistent operating playbook across 3-10 portfolio companies. We have a dedicated portfolio engagement model for this.
How does the standardized data layer work across portfolio companies?
The standardized data layer feeds a single GP dashboard, allowing for unified reporting across different CRMs used by the portfolio companies.
What is the dedicated portfolio engagement model for working across multiple portfolio companies?
The portfolio engagement model is designed for PE firms that want to deploy a consistent operating playbook across 3-10 portfolio companies simultaneously.
Can you provide an example of how you've implemented this approach with a PE firm?
Yes, we have experience working with PE firms that want to apply a consistent operating model across their portfolio. We can share case studies of how we've unified reporting and deployed a standardized approach across multiple companies in their portfolio.
How do you ensure data consistency and quality when working with different CRMs across portfolio companies?
By building a standardized data layer, we are able to normalize and consolidate data from the different CRMs used by the portfolio companies. This ensures consistent reporting and analytics for the GP across the entire portfolio.
What are the key benefits of your portfolio-level engagement model?
The key benefits include: 1) Ability to deploy a consistent operating playbook across multiple companies, 2) Unified reporting and analytics for the GP, 3) Efficiency in working simultaneously with 3-10 portfolio companies, and 4) Scalability as the portfolio grows.
Ready to see this applied to your private equity firm?
Book a 30-minute strategy call. We'll show you exactly what we'd build.
Book a Strategy CallRelated Frameworks & Solutions
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