Financial Services · 04
Private Equity
AI activation across the portfolio—
thesis to exit
Operating partner-grade AI execution across the full portfolio. Built for funds who treat AI as an operating lever, not a marketing line in the LP letter.
WHERE PE IS HEADED
AI is the new operational alpha.
The funds that compound through this cycle are those that treat AI as an operating partner discipline—applied with the same rigour as commercial due diligence. We bring that discipline.
+10%
EBITDA uplift in scoped portfolio companies
90 d
from operating partner kick-off to first scaled win
1×
playbook, applied across the book
How we work
Where the value lives in AI activation across the portfolio
01
Thesis & due diligence
AI lens inside CDD—opportunity, defensibility, and execution feasibility before the term sheet.
02
Portfolio activation
A common AI playbook applied across the book, with PortCo-specific 90-day arcs.
03
Exit-grade evidence
Demonstrable AI-driven EBITDA improvements, packaged for the next buyer's diligence.
SIGNALS
What is moving in AI activation across the portfolio, this quarter
updated continuously by the Institute
AI in Operating Partner playbooks
What the top quartile is now mandating across PortCos.
READ NOTE →
AI in CDD scopes
What buy-side diligence looks like when AI is part of the thesis.
READ NOTE →
Cross-portfolio AI infrastructure
Shared services patterns that survive PortCo independence.
READ NOTE →
AI Act & GP/LP disclosure
What LPs are starting to expect in AI risk reporting.
READ NOTE →
BEGIN HERE
A 90-day Acceleration, shaped to this sector
From kick-off to scaled, measured AI delivery in one quarter.