See how your portfolio companies actually operate.
Value creation plans assume you already know where the friction is. We put the whole organization on the record, every site and every shift, and turn it into a deal-team-ready plan in 2-3 weeks.
Opportunity assessments
From day one at a portfolio company, agents call order intake, sales and quoting, operations, customer service, and finance. You get a set of ranked AI moves sized by value and ease, with a make-or-buy call on each one.
Post-merger integration
A context map of every acquired business unit from day 1, which shows how each one actually schedules, quotes, codes, and reports, and where it varies from the platform playbook.
Diligence and 100-day plans
Operational discovery compressed from months of management interviews into a week of full-organization evidence, and it feeds straight into the 100-day plan.
What that looks like in practice: quotes and proposals drafted by AI and reviewed by sales, invoice and PO matching automated end to end, customer data deduplicated into a single CRM view, staffing planned against demand forecasts, first-line support drafted from past tickets and manuals.