PE-backed
Prove the value. Build across the portfolio.
We help operating partners find where AI can improve performance, build with the portfolio company, and measure the result. The first deployment creates evidence for the next investment.
How it works
Start with one company and a clear business case.
Assess research, client service, finance, and operating workflows by expected value and readiness. Build with the company, then use the evidence to guide a wider rollout.
- 01
Prove it in one portco
Choose one workflow and agree the baseline with its owners. Build and test the system in the company, then measure its effect on the operation.
- 02
Codify the playbook
Document the workflow, integrations, controls, and measured result. The next company can assess what applies to its own operation.
- 03
Roll out across the portfolio
Adapt the playbook to each company, accounting for its systems, data, and operating requirements. Reuse the work where it fits.
- 04
Report in board language
Report against the agreed business measures, including cost, hours, and error rates. Keep measured results distinct from projected value.
Make the business case visible at every stage.
Agree the baseline with the company before building. Test the system alongside the tools already in use, then measure the result once it is running. That evidence informs the board report and the decision to expand.
Start before close.
An AI-readiness assessment gives the deal team a view of opportunities across knowledge work and operations, with implementation costs and dependencies before the value creation plan is set.
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.
For the firm
What operating partners get.
A practical view of opportunities across companies, with delivery grounded in each operation.
A reusable implementation playbook
Workflow designs, integration patterns, and delivery lessons that can be assessed and adapted for other portfolio companies.
Board-ready metrics
Measured results and the assumptions behind them, organized by company and reporting period for the value creation plan.
A dedicated implementation team
Zaigo provides the build team and works with company leaders to agree the access, decisions, and operating ownership needed.
A clear view of ongoing costs
Include software, model usage, maintenance, and support in the business case so the company can plan beyond the build.
For the company
What portfolio companies get.
Each deployment is designed with the company that will use and own it.
Tools built around their work
Fit the tool to the work, including existing systems, approval steps, and the judgment calls people handle every day.
Training included
Practical sessions with the people who run the workflow, using the tasks and decisions they handle every day.
Systems they own
A documented system, agreed operating responsibilities, and a handover plan. Ongoing Zaigo support is an explicit choice.
Expand from evidence.
Use what the first deployment teaches you. Assess the next company on its own economics, reuse the work that fits, and agree the scope before expanding.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo