AI-native services for private equity
A living brain for every business you buy
Our AI-native service approach gets your head and hands around an entire company in weeks, not quarters: how it really works, where value is won and lost, and what to do first. Then we keep that understanding working for you, and measure what it delivers, through the hold and into the exit.
What we do
We give a new owner the understanding of a business that usually takes a year, in the first weeks of the hold.
Every acquisition starts with the same problem. The knowledge that runs the company lives in people's heads, in inboxes and in systems that do not talk to each other, and the map a consulting team leaves behind starts to age the day it is delivered.
We capture that knowledge once, into a Business Brain in which every fact traces back to its source, so you see the whole company in one place within weeks, decide with evidence instead of assumption, and keep that understanding working for your deal team, your operating partners and the leadership team you back.
See the whole business
How the company really works, function by function and from the boardroom to the floor, with every fact traced to its source.
Find value while you can act
Gaps, inefficiencies, risks and opportunities, sized and ranked, in the first weeks of ownership rather than the first year.
Decide with evidence, every week
The value creation plan, leadership's questions and the board's numbers, answered from one picture of the business that stays current and is measured for what it delivers.
Across the deal lifecycle
One brain, from the first data room to the last buyer meeting
Pre-closeSee the operating reality before you sign
We load the data room, the management presentation and your expert calls into a Diligence Brain within days, map how the company actually delivers, and show the deal team where the plan is supported by evidence and where it rests on assumption.
- An operating map of processes, systems and key people
- A risk register in which every item cites its source
- Value creation hypotheses ranked by size and confidence
- The questions to put to management before you sign
Days 0 to 100Turn the value creation plan into work the company can see
We capture every layer of the business with interviews from the leadership team to the floor, discover how work really flows, surface the gaps and the quick wins, and put the plan into the brain with owners, dates and the evidence behind each initiative.
- Process discovery across every function
- Gaps, inefficiencies and quick wins, sized and ranked
- A 100-day plan with owners and milestones
- Weekly readouts for the board and the sponsor
The holdRun the company from one source of truth
The brain becomes the operating memory of the business. On subscription, agents keep it current from meetings, documents and systems, we keep reviewing how it is used in practice across the company and measure its effectiveness every quarter, and the operator chooses the disciplines that fit, from Lean and Six Sigma to OKRs and a balanced scorecard.
- Leadership reporting built on cited facts
- Process optimization and excellence benchmarking
- Cash, cost and working-capital visibility
- Customer, NPS and service-delivery tracking
Buy and buildAdd acquisitions without losing the thread
Each add-on is captured into the platform company's brain, so integration, synergies, cross-sell and pricing decisions are made against one picture of the combined business instead of a stack of spreadsheets.
- Add-on capture in weeks rather than months
- Integration and synergy tracking
- Sales strategy, pricing and cross-sell analysis
- One view across the whole platform
The saleSell with the evidence already organized
By the time you prepare a sale, the brain already holds the history of the hold: what changed, what it delivered and the facts behind every number, so the equity story, the vendor diligence and the data room come together in weeks.
- An equity story backed by cited facts
- Vendor diligence support and a clean data room
- KPI history and documented processes
- A brain the buyer can keep running
How an engagement runs
From kickoff to strategy in weeks, not quarters
A swarm of agents does the reading, the mapping and the analysis. Our team does the interviews, the site walks and the heavy lifting that turns access into understanding.
Scope and access
We agree the questions that matter to the deal, set access levels from the floor to the boardroom, connect the systems and documents, and book the interviews with management.
Capture
Agents ingest the documents, the systems and the meeting notes while our team runs the interviews and site walks. Every new fact arrives with its source, and a person reviews it before it counts.
Diagnose and read out
We map processes, systems, people, customers, vendors and money flows, rank the gaps, inefficiencies, risks and opportunities by size, confidence and the effort it takes to act, and walk the sponsor and management through what we found. A standard implementation lands in two weeks.
Act
The value creation plan lives in the brain with owners and dates. Agents track progress, flag drift early and prepare the weekly readout for leadership and the sponsor.
Review and measure
On subscription, every meeting, document and decision keeps feeding the brain, we keep reviewing how it is implemented and used in practice across the business, and we measure its effectiveness every quarter, so it grows with the company, absorbs each add-on and arrives at the exit already organized.
Questions you can answer in the first month
The questions operators ask first, answered with their sources
Every answer comes with the documents, meetings and systems behind it, and shows where the evidence runs out, so you know how far to rely on it.
Which processes depend on a single person, and what happens if that person leaves?
People and key-person risk
Where does an order stall between the first quote and the cash in the bank?
Order to cash
Which customers carry the margin, and which ones quietly cost us money to serve?
Customer profitability
Could we recover from an outage within the time we promised our largest customer?
Resilience and contracts
What would a buyer's diligence team find that we have not fixed yet?
Exit readinessWhat you will understand about the business
The platform
A platform that keeps working, not a report that ages
Underneath every engagement is the same runtime: a Business Brain that holds the company as a living knowledge graph, and an agent layer of runners, routers, models, skills and connections that works on it.
It connects to the systems and AI tools the business already uses, and back to the sponsor through MCP, RAG and API, so the operating partners see the same picture as the leadership team.
Evidence you can rely on
Findings you can put in front of a board
Each statement in the brain links to the document, meeting or system it came from, so anyone can check it.
Agents propose; a person reviews. Nothing becomes part of the record without that review, and every change is logged.
Team, management and leadership levels decide who sees what, down to the individual note.
Each company gets its own instance. The vault and the graph can be exported at any time, and they go with the company at exit.
Built in the field
Nine days to a working picture of a multi-site business
We built the first Business Brain alongside the leadership team of a multi-site distribution business. In its first nine days it brought the company's documents, systems knowledge and operating meetings together as one cited graph of 413 linked notes, and it was already surfacing risks and opportunities that leadership could act on.
from kickoff to a picture of the business that was cited, reviewed and in use
connecting customers, contracts, systems, processes and people
built from 31 source documents and 8 operating meetings
recorded with nothing overwritten, every proposal reviewed by a person
Insights
Perspectives on owning and running businesses
Start with one company
See what we find in one portfolio company in two weeks
We scope a fixed-fee pilot around the questions that matter most to your deal team, land a standard implementation in two weeks alongside management, and walk you through what it found.