Two levels of work
Fund-level priorities. Company-level delivery.
Fund level
Decide where to focus
Assess AI opportunity and readiness across the portfolio, and prioritise where AI supports the investment thesis and which companies to move first.
Portfolio assessment · Readiness mapping · Prioritisation
Portfolio company
Put it to work
Work with management to redesign priority workflows, test them in practice and measure their impact, built into the value creation plan.
Workflow redesign · Pilots · Measurement · Capability
Value creation levers
Tied to the measures in your value creation plan.
Illustrative examples.
Revenue growth
Commercial pipeline reviews, ARR analysis and account insight.
Margin improvement
Finance and operational workflows that take time and cost out.
Delivery capacity
More output from the same teams, with quality assurance built in.
Stronger reporting
Faster, more consistent portfolio and investor reporting.
Exit readiness
Clean data, documented processes and an AI story buyers can test.
How an engagement runs
Built around the hold period.
Typical shape, tailored to the fund and the companies involved.
Portfolio scan
Short assessment of AI opportunity and readiness across selected companies.
Prioritise
Agree where to focus with the deal and operating teams.
Company sprints
Redesign and pilot priority workflows with management, measuring impact.
Embed and report
Build team capability and report progress against the value creation plan.
Led by Sunil Rajan, Operating Partner
Five trade exits, more than $2bn combined, including a $1bn sale to Clearlake Capital.
Where could AI move the numbers in your portfolio?
A short conversation about your fund, your companies and their priorities.