For Private Equity
AI operating systems for private equity portfolios.
$400K platform fee against $12M multiple uplift at exit. The math works at any portco count above 8. Compound-ready ops for single-portco growth and multi-portco roll-ups. Priced against the outcome, not the hours.
TRACK 01
Single-Portco EBITDA Track
For growth equity, ETA, operating partners, and family office portfolios.
Diagnostic → Install → Fractional. Built for one company at a time. EBITDA-focused, board-ready reporting, 90-day performance guarantee. Named senior operator, compliance-hardened delivery, quarterly business reviews with the fund partner.
Diagnostic engagements start at $15,000
TRACK 02
Roll-Up Platform Track
For funds consolidating 8+ similar companies.
One multi-tenant AI platform across all portcos. Standardized ops, consolidated LP reporting, onboarding in days instead of months. Built to lift exit multiples, not just EBITDA. Platform roadmap priced into thesis, not ad-hoc per-portco.
Platform diagnostic engagements start at $25,000
The frame
Not a cost line. A multiple line.
On a fragmented roll-up, you're trading a $400K annual platform fee against a $12M multiple uplift at exit. This work is priced against the outcome, not the hours. I don't sell AI adoption. I sell the difference between selling ten clinics and selling a platform.
What gets delivered
Working systems, not recommendation decks.
Every engagement ships production software, documentation, and training. Compliance-hardened. Board-ready. Built for the operator, priced for the fund.
Single portcos
EBITDA-focused, one company at a time.
- 5–8 AI workflows in production within 6 weeks
- Compliance-hardened delivery with a named senior operator
- Quarterly business reviews with the fund partner
- Handoff documentation and team training
- 90-day performance guarantee with a kill-fee clause
Roll-ups
Multi-tenant, exit-multiple focused.
- One platform deployed across every portco
- Single admin console for the fund
- Cross-portco analytics rolled up to LP reporting
- Days-not-months onboarding for every new acquisition
- Platform roadmap priced into the investment thesis
The system is operating
Built. Open-sourced. In production.
I use the core platform every day to run my own company. The open-source version is public on GitHub — anyone can install it and inspect how it works.
How this starts
Four steps, no surprises.
01
Fit call
20 minutes
We scope the portfolio shape — roll-up or growth equity. No pricing in this call.
02
Paid diagnostic
2–3 weeks · $15–25K
Ops map, workflow priorities, business case. The deliverable doubles as investment-committee material.
03
Install
6–16 weeks
Implementation scope depends on single-portco vs platform track.
04
Fractional
Ongoing
Operator retainer for continuous optimization, new-portco onboarding, and LP-reporting cadence.
Channel partners and PE operating teams welcome. Standard referral structure applies.