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Get your Operating Partners and PortCo leaders aligned, committed, and accountable. You’ll prioritize 3–5 PortCos, select 2–3 high-impact pilots worth funding, and define clear gating items before spend.
This isn’t an AI workshop. It’s a capital allocation sprint.
30 minutes • Fit + portfolio context • Clear next step | Timeline assumes timely access to PortCo inputs and stakeholders.
Built for Private Equity Operating Partners managing manufacturing, CPG, and healthcare portfolios.
And no consistent governance to keep AI safe, compliant, and accountable.
Most funds are seeing the same pattern: each PortCo runs pilots in isolation, vendors proliferate, and AI ROI becomes hard to evaluate, especially at board time.
"Are we backing initiatives that drive value or just demos?"
"Are we spreading capital too thin across unproven pilots?"
"Do we have clear 'what must be true' funding gates?"
"Who owns portfolio AI strategy and reporting?"
A proven, 2-week process that replaces months of portfolio debate with a board-ready capital plan: what to fund, what to pause, what to fix first, and how to govern.
Rapid scan across 3–5 PortCos to surface value, feasibility, blockers, and readiness. We identify where AI can actually stick versus where it’s just hype.
We build a fund-level heatmap: EBITDA potential × Feasibility × Execution Readiness. This creates your shortlist for the sprint.
The core event. We facilitate a decision-forcing session to align on 2–3 pilots to fund, establish funding gates, and document 'pause/kill' decisions with clear owners.
Within 48 hours, you receive the final board pack: narrative, decision framework, and AI governance starter kit aligned to your investment thesis.
Tangible outputs to drive capital allocation and governance.
A portfolio view of where AI can create value now vs. where it’s blocked. Includes PortCo heatmap, 2–3 high-velocity pilot candidates, and specific "gating items" per PortCo.
A fund-level set of decisions your team can enforce: specific "fund / pause / kill" calls with rationale, defined funding gates, validation steps, and named owners.
A clear narrative and decision framework that fits how PE teams operate: value creation thesis alignment, AI policy & governance starter, and risk controls.
Every PortCo and pilot candidate is scored 1–5 on a consistent rubric. No pilot is recommended until feasibility clears the gate.
EBITDA impact & measurable growth levers.
Availability, quality, and access.
Systems & workflow touchpoints.
OT environments, PHI, regulatory compliance.
Bandwidth + operating calendar + competing initiatives
In 90 minutes, your leadership team moves from debate to decisions, creating momentum you can feel within weeks.
A shared view of what AI should (and shouldn’t) be funded across the portfolio, stopping pilot sprawl.“Are we funding a demo or a P&L lever?”
Faster go/no-go calls with a consistent rubric and clear gating criteria for investment.
At least one low-value or redundant initiative is stopped before it compounds across multiple PortCos.
A clean narrative for IC/board conversations: where value is, what’s next, and how risk is managed.
A fixed-fee engagement designed for speed and clarity.
Full 2-Week Process (covers up to 5 PortCos)
To move fast, we need these inputs:
Many funds recover the fee by stopping one low-ROI pilot before spend.
When stakes are high (board scrutiny, compliance risk, or portfolio-wide coordination) teams want senior operators in the room. That’s how we work.
A strategic leader known for bringing board-level clarity to complex AI initiatives. Susan ensures every engagement is anchored to a defensible business case and executed with rigor.
Explore Susan’s Approach →
A veteran of AI integration and UX. Scot architects the operating systems that make AI stick, translating high-level strategy into scalable, usable workflows that your teams will actually adopt.
See Scot’s Expertise In Action →
Every engagement begins with a Portfolio Diagnostic Call, a short conversation to confirm fit, portfolio scope (3–5 PortCos), and desired outcomes before scheduling Week 1.
Start With an Executive Diagnostic Call
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