One AI roadmap across the portfolio
Funds and buy-and-build platforms need the same finance improvements in every portfolio company, and a way to compare them.
Book a portfolio briefingAll services →What we do across a portfolio
Sprint per portfolio company, with a common baseline
The same Sprint in each portfolio company, run the same way, so you can compare where AI is most likely to pay off.
Finance automation reused across companies
A pilot approach proven in one company and written down so the next company starts faster.
Integration support for add-on acquisitions
Bring an acquired company onto the same baseline, roadmap and finance workflows as the rest of the portfolio.
Value-creation roadmap per company
A sequenced plan for each company, with owners, approval rules and how results are measured.
Recommended path
- Briefing
A portfolio Briefing for the investment team and operating partners on where AI creates value across holdings.
- Sprint
Sprints across selected portfolio companies, run the same way so the results can be compared.
- Roadmap & Governance
A roadmap per company with shared governance rules across the portfolio.
- Pilot Build
Pilots in the companies with the clearest case, built to the same playbook.
- Retainer
A portfolio Retainer to keep pilots monitored and bring new companies in as the portfolio changes.
Questions and answers
Do you work with the fund or with the portfolio companies?
Both. We start with the investment team and operating partners, then work company by company with each management team.
Does each company need the same approach?
No. The screen shows where each company stands, and each roadmap is specific to the company.
What size of company do you work with?
Our focus is companies and firms with 200 to 2,000 staff across Europe.
Where do we start?
With a portfolio Briefing, then Sprints in a few companies.