Every deck has an AI thesis. Few survive contact with the portfolio.
You're working a compressed hold with a value-creation plan that assumes operational improvement you haven't staffed for. The frontline runs on tribal knowledge, the GM you inherited is a single point of failure, and diligence at exit will price every one of those risks. AI is in the thesis. Someone still has to build it inside a real company.
The plan lives or dies below the leadership team
Post-close stabilization
The race to standardize operations before the improvement thesis starts slipping.
Key-person risk
Critical judgment concentrated in a few tenured people, any of whom could leave mid-hold.
Margin, not headcount
Efficiency targets that can't be hit by hiring, because hiring is the cost you're trying to cut.
Exit readiness
Repeatable, documented operations that a buyer's diligence will reward instead of discount.
Operational efficiency that shows up in diligence
We ship systems inside portfolio companies, automating the manual work, encoding the know-how, and making operations repeatable enough to defend at exit.
Manual work automated
The repetitive operations that eat margin get put on rails, so throughput improves without adding people.
Key-person knowledge captured
The judgment that lives in a few heads gets encoded into systems, so the business doesn't depend on who stays through the hold.
Playbooks across the portfolio
What works at one company becomes a pattern you deploy at the next, instead of rebuilding from scratch each deal.
One company or the whole portfolio
One value-creation project at one portfolio company is the proving ground: fixed fee, a four-to-twelve-week build, and a shipped system before anyone commits further.
For portfolio-wide work, a fractional AI leader can embed across your companies, their Xerensys development team behind them, with performance-based pricing where it fits the plan.
Put a builder behind the thesis
Tell us the value-creation plan and where execution is thin. We'll tell you what's worth building, at one company or across the portfolio.
Talk value creation →