A headless AI ops function running inside your portfolio companies — automating the workflows that eat management time and delay EBITDA improvement. Most engagements pay for themselves within the first three weeks. Delivered as a monthly managed service.
Monthly or quarterly board reports generated automatically from your KPI data. What once consumed your CFO and ops team for days now arrives ready for review in hours. Formatted, narrative-ready, and board-presentable.
Centralized visibility across your operating metrics — pulled from existing systems, variance flagged against plan, anomalies surfaced automatically.
Inbound email classified, prioritized, routed, and draft-responded — automatically. Saves senior staff hours per week. Nothing falls through.
Contracts, vendor agreements, data room exports — key terms, obligations, and flags extracted into structured outputs. What used to take an analyst hours per document now completes in minutes. Our highest-volume time saver.
AP processing, vendor spend analysis, invoice routing — the operational groundwork that consumes management time and never gets automated. Now it does, with error rates that drop to near zero.
CRM hygiene, prospect enrichment, pipeline reporting, and weekly competitive monitoring — so your team spends time selling, not maintaining spreadsheets.
We work from exported data and read-only API access — no write access to production systems, no security risk profile. NDAs and data processing agreements are standard from day one. Most portcos are operational within two weeks.
No pitch decks. No demos. A direct conversation about recovering the operational hours that are holding your 100-day plan back.
Start a Conversation →