Know your AI exposure. Capture value. Reduce disruption risk.
We help PE firms evaluate AI opportunity and risk across portfolio companies with a repeatable scorecard, a portfolio heatmap, and a 12-month value creation plan.
Services
Modular offerings that match how PE teams operate: diligence, 100-day planning, and ongoing value creation.
AI Exposure Scan
Portfolio heatmap of AI value potential, readiness, and disruption risk. Identify where to invest, defend, or monitor.
AI Value Creation Assessment
Function-by-function opportunity map with quantified levers, prioritized initiatives, and an execution plan (12–24 months).
AI Risk & Disruption Review
Identify margin compression, product substitution, AI-native entrants, and operational/compliance risks — with mitigations.
The AI Portfolio Assessment Framework
A repeatable scorecard that enables consistent comparisons across companies and supports Investment Committee discussions.
| Dimension | What we evaluate | Output |
|---|---|---|
| Value Creation Potential | EBITDA and growth levers: automation, decision support, sales enablement, support transformation, product innovation. | Value score (1–5) |
| AI Risk Exposure | Disruption risk: product substitution, margin compression, customer expectations, AI-native entrants, workforce model. | Risk score (1–5) |
| Data Readiness | Feasibility: data availability, data quality, data structure, system integration, governance & ownership. | Readiness score (1–5) |
| Operational Leverage | Where AI can remove friction: back office, support, compliance monitoring, supply chain optimization. | Automation upside |
| Strategic Differentiation | Moat potential: proprietary data, switching costs, product intelligence, network effects, speed advantages. | Moat score |
How engagements work
Fast, PE-friendly approach designed for diligence timelines and operational planning.
Intake
Align on portfolio objectives, thesis, and current initiatives. Identify key stakeholders and data sources.
Scorecard
Assess each company across Value, Readiness, and Risk using standardized questions and evidence-based scoring.
Heatmap
Deliver a portfolio view with prioritization, investment recommendations, and risk alerts.
Roadmap
Deep dive top priorities. Build a 90-day plan + 12-month roadmap with owners, sequencing, and governance.
Deliverables you can take to IC
Clear outputs that support portfolio decisions, value creation programs, and risk mitigation.
AI Portfolio Heatmap
Ranked view of value vs readiness, with risk flags and recommended actions per company.
AI Opportunity Map
Top use cases by function, effort vs impact, dependencies, and sequencing into a practical roadmap.
AI Risk Register
Disruption threats, compliance considerations, and mitigations — aligned to governance and operating cadence.
FAQ
Answers to common questions from Operating Partners and Value Creation teams.
Do you build AI solutions or implement tools?
We’re vendor-agnostic advisors. We focus on assessment, prioritization, and execution planning. If you need implementation, we can help you structure the program and select the right partners.
How fast can you produce a portfolio heatmap?
Typical portfolio scans complete in 2–4 weeks depending on access to management teams and materials.
What data do you need from portfolio companies?
We start with what you already have (KPIs, org charts, system lists, process descriptions, strategy decks). Where needed, we conduct targeted interviews and request limited operational data to validate feasibility.
How do you quantify value?
We map initiatives to EBITDA levers (cost take-out, productivity, conversion lift, churn reduction, cycle time). Quantification can be directional in a scan and refined in deep-dive phases.
Contact
Want a sample heatmap template or a quick walk-through of the framework? Send a note and we’ll respond promptly.
Book an intro call
Share a fund name (optional), portfolio size, and what you’re trying to answer (diligence, 100-day, value creation).