AI-native services for private equity
Know the whole business in two weeks
Our AI-native service approach gets your head and hands around an entire company in its first two weeks: how it really works, where value is won and lost, and what to do first. Then we stay, keep that understanding in practice and measure its impact for as long as you own the business.
What our approach leads to
Strategy in two weeks, and impact you can measure every quarter after that.
Every acquisition starts with the same race. The knowledge that runs the company lives in people's heads, in inboxes and in systems that do not talk to each other, and until a new owner understands it, the plan waits.
We pair agents that read, map and analyse a company at a scale no consulting team can match with a forward-deployed team that does the interviews, the site walks and the heavy lifting. Together they bring the time from kickoff to strategy down to two weeks, and they keep the work accountable long after the first readout.
Strategy in two weeks
An operating picture and first priorities ten working days after kickoff, with most of the first hundred days still ahead of you.
The whole business in view
Every function, process, system, customer, contract and key person, connected and traced to its source.
Value found while you can act
Gaps, inefficiencies, risks and opportunities, sized and ranked by what they are worth and the effort it takes to capture them.
Management time protected
Leaders answer each question once, instead of once for every adviser, board member and consultant who follows.
Decisions you can defend
Every number in the plan points to the document, meeting or system behind it, so the board can check it for itself.
Impact measured every quarter
We measure what changed against the outcomes you set at the start, and we show you the evidence behind every result.
Time to strategy
Your strategy lands at the end of week two, with 86 of the first 100 days still ahead to act on it
The two-week implementation
Ten working days from kickoff to a strategy you can act on
Every engagement starts with the same standard implementation, so you know before we begin what you will have at the end of the two weeks, what it costs and how much of management's time it takes.
Focus and access
We agree the questions that matter most to the deal, open access to the documents and the first systems, and book time with the leadership team and the people who run the key processes.
The whole business, captured
Agents read everything that is written down while our team interviews leaders and the people on the floor and walks the operation, so the picture reflects how the company really runs rather than how its documents say it runs.
Where value is won and lost
We map how orders, money, products and decisions flow through the business, size and rank the gaps, inefficiencies, risks and opportunities, and check the findings with management before anyone relies on them.
Strategy and first priorities
The sponsor and the leadership team get the readout: the operating picture, the ranked opportunities and the first priorities for the hundred-day plan, each with the evidence behind it, and live access to everything we found.
In practice, and measured
Our subscription keeps the picture current as the business changes, reviews how leadership and teams are using it in practice, and measures its effectiveness every quarter against the outcomes you set.
Impact at every stage of ownership
Faster answers from the first data room to the last buyer meeting
Pre-closeKnow what you are buying before the price is set
We turn the data room, the management sessions and your expert calls into an operating picture of the target, so the deal team can see where the thesis is supported by evidence, where it rests on assumption, and what to ask management while the answers can still change the price.
- Where the thesis holds, and where it does not
- Risks, each traced to its source
- Value creation hypotheses ranked by size and confidence
- The questions to put to management before you sign
Weeks 1 to 2Reach a strategy while the deal is still fresh
Our standard two-week implementation gives the new owner and the leadership team one shared, cited picture of how the company works, where it leaks value and what to do first, while the first hundred days still have most of their runway.
- The operating picture, function by function
- Opportunities and risks, sized and ranked
- First priorities for the hundred-day plan
- One set of facts for the sponsor and management
Days 15 to 100Spend the first hundred days on the right things
With the picture in place, the plan starts from evidence rather than assumption. Each initiative carries an owner, a date and the facts behind it, quick wins land early, and the sponsor sees progress every week instead of waiting for the next board meeting.
- Initiatives with owners, milestones and evidence
- Quick wins delivered in the first weeks
- Weekly progress for the board and the sponsor
- Drift flagged while it is still easy to correct
The holdRun the company on facts, and measure what works
Through the hold, our subscription keeps the picture current, reviews how the business actually uses it and measures its effectiveness every quarter, across the disciplines you choose, from Lean and Six Sigma to OKRs and a balanced scorecard.
- Leadership reporting built on cited facts
- Process improvement measured against benchmarks
- Cash, cost and working-capital visibility
- A quarterly effectiveness scorecard for the sponsor
The saleShow a buyer how the business works
By the time you prepare a sale, the history of the hold is already organized: what changed, what it delivered and the evidence behind every number, so the equity story, vendor diligence and the data room draw on facts that already exist.
- An equity story backed by evidence
- Vendor diligence answered from existing facts
- KPI history and documented processes
- A handover the next owner can keep running
Questions you can answer in two weeks
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 by the end of week two
The subscription
After the first two weeks, we stay and measure the impact
Understanding a business once is not enough, because the business keeps changing. Our subscription keeps the work current, in use and accountable for as long as you own the company.
It connects to the systems and the AI tools the company already uses, so the leadership team and the sponsor read the same picture, and it stays with the business when you sell.
Kept current
Every meeting, document and system change that matters is captured and reviewed, so the picture never goes stale.
Put into practice
We review how leadership and teams use it, which decisions and processes run on it and where adoption lags, and we help close the gaps.
Measured for effectiveness
We score progress against the outcomes agreed at the start, from time to answer to initiatives delivered and KPI movement, and report it to the sponsor.
Evidence you can rely on
Findings you can put in front of a board
Each fact links to the document, meeting or system it came from, so anyone can check it.
Agents propose and a person reviews before anything counts, and every change is logged.
Team, management and leadership levels decide who sees what, down to the individual fact.
Each company has its own instance. It exports at any time and goes with the business when you sell.
Proven in the field
Nine days to a working picture of a multi-site business
Our first implementation ran alongside the leadership team of a multi-site distribution business. In nine days it turned the company's documents, systems knowledge and operating meetings into one cited picture of how the business runs, and it was already surfacing risks and opportunities that leadership could act on.
from kickoff to a cited, reviewed view of the business, in use by leadership
words of operating knowledge from 31 documents and 8 meetings
between customers, contracts, systems, processes and people
proposed facts and updates, each reviewed by a person before it counted
Insights
Perspectives on owning and running businesses
Start with one company
See the whole business in two weeks
Tell us where the deal is and what you most need to know. We scope a standard two-week implementation around it, and at the end you have the operating picture, the priorities and the evidence behind them.