Private equity and growth funds: we do the AI layer inside your portfolio, and we take carry-style upside instead of consulting fees.
Buying well, and knowing which operational change actually converts into earnings in this business at this stage - that is the fund’s edge. Building the systems that execute the change is not, and should not be, an in-house capability.
Thesis and price discipline, and the operational read on where value actually sits in a holding.
Sourcing and screening throughput, CIM review, portfolio and LP reporting, covenant monitoring, diligence tracking, add-on mapping.
We build inside the portfolio to one deployment pattern, on our own capital, paid on the outcome rather than the hours.
Not a chatbot in your inbox. Whole workflows in production - across every person and system they touch - on one layer that the next workflow reuses.
Deal flow screened against your actual thesis, continuously, so the team sees the twenty opportunities worth a call rather than four hundred teasers.
CIMs and data rooms read at volume with red flags extracted and evidenced - the first-pass work that currently decides which deals get attention on the basis of who had time.
Reporting consolidated across holdings from source systems, instead of a monthly chase for spreadsheets in twelve different formats.
Quarterly letters and LP reporting drafted from the consolidated portfolio record - a fortnight of senior time per quarter.
Covenants and KPIs monitored across every holding with breaches surfaced early, rather than discovered at the board meeting.
Diligence questions, owners and answers tracked across workstreams and advisers, so nothing closes on an unanswered item.
Fragmented markets mapped continuously for add-on targets, with ownership, size and contact route - the research that makes or breaks a buy-and-build.
A portfolio-wide AI operating layer: the same pattern applied in each company, so the second deployment is faster and cheaper than the first and the fifth is close to routine. In a buy-and-build, that playbook is the multiple arbitrage - it is the reason the platform is worth more than the sum of what you paid for it.
Repeatable automation across holdings turns operational improvement from a bespoke project per company into an asset the fund owns and reapplies.
We can co-build a product inside a portfolio company on this same model - so at exit the asset carries software revenue, not just improved margins.
We take upside rather than day rates. If the value creation does not happen, we do not get paid for the attempt.
That is the trade every fund in this category is underwriting. The part that is hard to buy is execution: engineers who will sit inside a services business and get automation into production, aligned with the exit rather than with a statement of work. We do the building part, on our own capital, and we are paid on your outcome.
Code, models, prompts and runbooks transfer to the fund and the holding. If we disappeared tomorrow, the systems keep running.
The second workflow - and the second portfolio company - costs a fraction of the first, because the pattern is already built.
Human-approved gates, evidence on every output, separation between holdings, ISO 27001 and GDPR alignment, deployable in each company’s own environment.
Our engineers sit inside the holding until it runs - then its people build on it, not just operate it.
We invest €50,000 of engineering into one real process inside your firm. Two minutes to apply, twenty to find out if you are a fit.