Portfolio AI Doesn’t Scale Until the Second Company Does
A use case at one company is not a portfolio capability. Build a replication contract that proves which AI workflows can transfer—and which should stop.
-
-
Before You Sign an AI Partnership, Demand This Scorecard
A strategic AI partnership is access, not value creation. Use the Portfolio Partnership Scorecard to test deployment, EBITDA evidence and exit readiness before you sign.
-
The Best Exit-Readiness KPI Is How Fast You Answer a Buyer
A populated data room is not exit readiness. Use the Diligence Response Clock to prove how fast a portfolio company can answer a buyer with traceable evidence.
-
Portfolio AI Needs an Initiative-to-EBITDA Bridge
Stop reporting portfolio AI pilots as activity. Build an Initiative-to-EBITDA Bridge that connects workflow evidence, full cost and adoption to a financial decision.
-
In AI Diligence, Ask Who Empties the Exception Queue
AI-enabled targets can hide exception labor and control debt. Use an operating-debt schedule to normalize EBITDA and build a 30-day proof path.
-
Put the Automation Transfer Dossier in the Exit Data Room
Make portfolio AI easier to diligence, operate, and hand over with an Automation Transfer Dossier covering controls, economics, ownership, and portability.
-
PE Deal Sourcing Should Start With Portfolio Weak Signals
Private equity deal sourcing gets sharper when it starts with live portfolio evidence: customer requests, churn notes, sales objections, and support friction.
-
AI Value Creation for PE: 30-Day Portfolio Proofs That Scale
Turn AI from portfolio theatre into measured EBITDA, speed, quality, adoption, and exit evidence with a 30-day proof system for PE funds.
-
The AI Diligence Engine PE Funds Need Now
A practical 30-day AI diligence engine for PE funds: capture evidence, compare analogues, pressure-test assumptions, and convert diligence into portfolio action.
-
PE AI Value Creation Starts Before Close, Not After
Private equity AI value creation works when diligence becomes a 100-day execution graph before close, with owners, KPI loops, governance, and 30-day proof.
