We assess AI, then drive
the transformation.
The AI landscape shifts faster than any roadmap can predict. We help private equity and their portfolio companies cut through the noise, then stay to drive the transformation: a credible baseline, a prioritized roadmap, hands-on delivery, and a buyer-ready AI narrative at exit. One partner, across the whole holding period.
AI value at every stage of the hold
AI is not a one-off report. We meet the investment where it is, from the first read before the deal to the exit narrative, and stay accountable to the same numbers you are.
Know what you are buying
Separate real AI capability from the pitch, and price the risk before you sign.
- Rapid AI Assessment
- AI Due Diligence
- Risk & readiness read
Build real capability
A baseline, a prioritized roadmap, and hands-on delivery that moves the numbers.
- AI Maturity & Roadmap
- 100-Day Plan
- AI Acceleration
Prove the story to buyers
A credible, evidence-backed AI narrative that stands up in diligence and lifts the multiple.
- AI Sell-Side Prep
- Buyer-ready narrative
- Value substantiation
Where we go deep
Modular by design. Start with a single read or run the full arc across the hold. Every engagement is led by practitioners who have built and shipped AI, not just advised on it.
AI Maturity & Roadmap
A credible baseline of where AI actually stands across capability, data, talent, and risk, then a prioritized roadmap and a 100-day plan that targets the highest-value moves first.
AI Acceleration
Hands-on delivery embedded with your team. We help ship the roadmap, stand up the right tooling and guardrails, and build the internal muscle to keep going after we leave.
AI Due Diligence
A pre-deal read on the AI story: what is real, what is defensible, and what it will take to deliver. We test the claims, the data foundation, the talent, and the risk exposure.
AI Sell-Side Prep
A buyer-ready AI narrative for exit: evidence-backed, benchmarked, and framed in the language buyers use. Built to withstand the diligence a serious acquirer will run.
AI Risk & Governance
Model risk, data governance, and responsible-AI guardrails, sized to the business. Practical controls that keep pace with the roadmap instead of blocking it.
Rapid AI Assessment
A fast, focused read when the clock is tight. The essential picture of AI readiness and the two or three moves that matter most, delivered in days rather than weeks.
Assess. Roadmap. Transform.
The same three moves, whether we join before the deal or mid-hold.
Establish the baseline
Where AI actually stands across capability, data, talent, and risk, benchmarked against 350+ company assessments so the read is grounded in the market, not opinion.
Prioritize the value
A financially framed roadmap and a 100-day plan that puts the highest-value, most-achievable moves first, tied to the numbers the deal is underwritten on.
Embed and transform
We embed alongside your team with a proven toolbox and help them execute the roadmap, building capability that stays after we leave. At exit, the results become a buyer-ready narrative.
Operators, not observers
Practitioners, not theorists
Real CTOs who have built and shipped AI in operating businesses. You get judgment earned in delivery, not a slide deck of trends.
Benchmarked against the market
Every read is grounded in 350+ company assessments across sectors, so you know how a company compares, not just how it describes itself.
One partner, the whole hold
The same team from the first pre-deal assessment to the exit narrative. Context compounds instead of resetting with every new vendor.
Put a credible number on AI
Whether you are pricing a deal, building in the portfolio, or preparing to sell, we can help you separate the real from the hype and act on it.