For private equity

One view of AI across your portfolio, ready for exit.

AI is changing the cost base, capacity and growth prospects of the businesses you own, at a different speed in each. We give you one way to see it, govern it and build it into each value creation plan, so the AI story at exit is backed by evidence rather than assertion.

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How we work with private equity

Across the companies you own, and through to exit.

Across your holdings

The same framework in every business.

Each company gets the same framework and the same five measures (value, cost, risk, accountability and progress), starting with an AI review of the AI on its people’s computers and the agents in its systems, agreed with its management. You can compare AI adoption, spend and risk across your holdings each quarter, and see which businesses are ready for the next stage.

The same AI review as the starting point in every company
AI built into each value creation plan, with owners and measures
A quarterly portfolio view for your investment committee: the same five-measure scorecard for each company, side by side

Ready for exit

AI evidence prepared for a buyer’s diligence.

When a business has been governed with us, the evidence a buyer will ask for builds up as it goes: what AI is in use, what it costs, what it returns and who owns it. Before an exit, we help the business bring that evidence together, identify any gaps and track them until its own team or partners have closed them.

An evidence pack of AI use, spend, value and controls, prepared for the business and its advisers, on terms agreed with you, including who may rely on it
Questions of AI, model and data ownership identified for your legal advisers
A clear account of how AI is affecting cost, capacity and revenue

Looking at a target?

We can look at AI before you invest, scoped deal by deal.

Before signing, the information available is usually limited to the data room and management meetings. We agree with you what we can usefully cover in that window, and in what time, before we start.

Talk to us about a deal →

Why it matters to value

When AI moves from helping people to doing the work, the cost base and capacity change, and that belongs in the value creation plan.

Many portfolio companies sit somewhere between the first stage (AI helps your people work) and the second (AI does the work). The ones that reach the third, where AI becomes part of what they sell, change how they earn and the shareholder value they create. We help you see which is which, and plan each move.

See the three stages →Read: AI and Shareholder Value →

Talk to us about your portfolio.

Start with a 45-minute walkthrough with one of the founders, both of whom have built and sold technology businesses.

Book a 45-minute walkthrough