AI across the portfolio, proven in one company first.
We implement AI inside one portfolio company, measure the result in its P&L, and roll the playbook out to the rest. Operational value creation that lands inside the hold period, not at exit.
One company proves it. The portfolio scales it.
A fixed sequence that fits inside a value creation plan. The first measured result lands within a quarter of starting.
- 01
Prove it in one portco
One workflow, one company, one working system in production. We pick the workflow by payback, automate it, and measure the result against the baseline it replaced.
- 02
Codify the playbook
The workflow selection, the build, the integrations, and the measured result get documented, so the second deployment starts from evidence instead of a pitch.
- 03
Roll out across the portfolio
The playbook travels to the next companies, adapted to each operation and each system. Learnings are shared, and each deployment is faster and cheaper than the last.
- 04
Report in board language
Every deployment reports in the numbers the board already tracks: EBITDA impact, hours returned, error rates. No AI metrics, no adoption vanity counts.
What a quarter looks like when AI is on the value-creation plan.
Weeks one through three, we map the chosen workflow with the operators who run it and freeze the baseline — hours, error rate, cost per transaction. Weeks four through nine, the system is built alongside the software already in place, and the team trains on live work. By week thirteen it runs in production, measured against the baseline it replaced. The result lands in the board deck in the board’s language, and the playbook is ready to travel.
Start before close.
An AI-readiness assessment during diligence gives the deal team a priced view of where automation pays in the target — before the 100-day plan is written.
The findings feed straight into the value creation plan: which workflows, in which order, at what cost, with what payback.
Workflow map
Where hours and margin leak across the target’s operation.
Data readiness
Whether the systems and data in place can support the build.
Priced opportunities
The top workflows ranked by payback, with build costs attached.
What operating partners get.
Built for the partner who owns the value creation plan, not for the portco CIO.
A repeatable value-creation lever
The same playbook runs in a manufacturer, a distributor, and a field-services business. One win becomes ten deployments.
Board-ready metrics
EBITDA impact, hours returned, and error rates per company, per quarter — in a format that drops straight into board materials.
No portco headcount required
We build, train, and hand over. Portfolio companies add no data-science hires and no new IT overhead.
References from other sponsors
Talk directly with operating partners who have run this playbook across their own portfolios.
What portfolio companies get.
The first portco is not a test site. It owns the result, and so does every company after it.
Tools their teams actually use
Built around the workflows people already run — quoting, scheduling, document processing — not a new system of record to adopt.
Training included
Hands-on sessions with the operators who run the workflow, until daily use is the default. Included in every deployment.
Systems they own
Documented, integrated with the ERP and inboxes already in place, and handed over complete. No perpetual dependency on Zaigo.
One workflow, one quarter, then every company after.
The first deployment pays for the playbook. Every rollout after it starts from evidence instead of a pitch — the same build, adapted to each operation and each system.
Start with one workflow.
Tell us where your team loses hours. We will come back with a straight answer on whether AI can help, what it would take, and what it would pay.