Understand where AI changes the investment case. Put the plan to work.

The work can start before an acquisition, with a company already in your portfolio, or as you prepare for an exit. We can help assess the opportunity and work with management to implement it.

Discuss a company or opportunity →

Where do you need help?

An exit that has stalled

Identify what is limiting buyer interest and whether AI-enabled improvements could address it. Examine the offer, operating performance and customer experience before deciding where to invest.

What you get: A prioritized improvement plan, defined initiatives and measures that show whether the work is delivering results.

An acquisition under consideration

Assess how AI could affect future pricing, margins and competitive position. Examine the company’s ability to respond, including its data, technology, operating processes and team capabilities.

What you get: An AI opportunity and risk assessment, scenarios to inform underwriting, and a prioritized view of implementation requirements, costs and dependencies.

A company you’ve just acquired

Turn the investment plan into platform choices, integrations and working systems. Work with management to test a focused use case, support the team using it and expand based on results.

What you get: An implementation plan, working pilots, defined ownership, adoption support and performance measures.

A turnaround opportunity

Test whether there is a credible path to improvement, then connect diligence, strategy and execution. Assess the investment, timing, management capacity and execution risks alongside the potential benefits. AI may be part of the answer; the assessment needs to establish where it can help.

What you get: A transformation thesis, feasibility assessment and sequenced operating plan to support the acquisition decision and subsequent execution.

Test the assumptions behind the investment.

We focus on the questions that affect the business case:

• Revenue: Could the business improve its offer, reach new customers or create a new source of income?
• Margins: Which activities could become more efficient, and what would implementation and ongoing operation cost?
• Competitive position: Where could AI weaken existing advantages or help build new ones?
• Execution: What must change across data, systems, workflows and people?
• Evidence: Which assumptions need testing, and what results would justify further investment?

The answers depend on the company, its customers and the time and resources available to make changes.

How we work

1. Establish the baseline

Understand the business, investment thesis, operating constraints and available evidence. Define the decision the work needs to support.

2. Prioritize the opportunities

Evaluate potential impact alongside feasibility, cost, risk and time to benefit. Make assumptions and dependencies explicit.

3. Test the critical assumptions

Test the most important assumptions through focused analysis and small pilots before committing to a wider rollout.

4. Implement and measure

Build the workflows and systems, support the people using them, and track performance against the agreed baseline.

Engagements can begin with a single company, a live acquisition question or a specific operating challenge.

Stay involved beyond the assessment.

An assessment is useful only if the team can act on it. We can help choose platforms, redesign workflows, build integrations and support the people who will use them.

We work with your investment team, management and existing advisers. Before starting, we agree on the scope, responsibilities and how progress will be measured.

Have a company in mind?

Tell us what you’re evaluating or trying to improve. We’ll discuss the questions worth answering and what a first piece of work could look like.

For investment teams, operating partners and portfolio-company leaders.

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Where do you need help?

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