Strategic AI Advisory & Implementation

What This Means:

We help PE firms and portfolio companies develop comprehensive AI strategies that align with business objectives and drive measurable value. This includes evaluating current AI capabilities, identifying opportunities, creating implementation roadmaps, and quantifying expected ROI. We bridge the gap between technical possibility and business reality, ensuring AI investments deliver returns.

How Custom AI Helps?

  • AI-Powered Deal Intelligence: Build a RAG system that ingests all your past assessments, industry reports, and PE research. When evaluating a new target, query your knowledge base for similar deals, red flags, and pattern matching.
  • Automated Industry Analysis: Deploy LLM agents to continuously monitor AI developments in specific sectors (fintech, healthcare, manufacturing). Get daily summaries of competitive moves, technology shifts, and emerging risks.
  • Strategy Template Generator: Train an LLM on your best strategy frameworks and past successful roadmaps. Generate customized starting points for new clients based on their industry, size, and maturity.
  • ROI Calculator Assistant: Build a conversational AI that helps portfolio company executives model different AI investment scenarios, automatically pulling comparable benchmarks from your database.

Large Language Model (LLM) Solutions

What This Means:

We design, implement, and optimize custom LLM solutions for enterprise use cases. This includes building RAG systems for intelligent document search, creating custom copilots for specific workflows, fine-tuning models for domain-specific tasks, and implementing secure enterprise deployments. We handle everything from architecture design to production deployment.

How Custom AI Helps?

  • Client Communication Assistant: Build a system that reviews your email drafts to PE clients, suggesting clearer language, better structuring, and PE-appropriate terminology. Train it on successful proposals and feedback.
  • Technical Translation Engine: Create an LLM tool that takes complex technical documentation and automatically generates business-friendly summaries with EBITDA implications for PE partners.
  • Meeting Preparation Agent: Feed upcoming meeting details and the LLM retrieves relevant past conversations, portfolio company details, industry context, and suggests key questions to ask.
  • Proposal Generator: Build a system that takes basic engagement parameters and generates customized proposals, scopes of work, and pricing based on your methodology and past successful engagements.

Process Automation & Intelligent Workflows

What This Means:

We identify manual, repetitive processes and transform them using AI-powered automation. This includes intelligent document processing, automated data extraction, workflow orchestration, and integration between legacy and modern systems. We focus on high-ROI opportunities where automation delivers 6-12 month payback periods.

How Custom AI Helps?

  • Engagement Management Automation: Build a system that automatically tracks project milestones, sends client updates, manages deliverable schedules, and flags risks based on timeline analysis.
  • Research Automation Pipeline: Create workflows that automatically gather financial data, news, regulatory filings, and competitive intelligence on target companies, delivering summarized reports daily.
  • Invoice & Time Tracking Intelligence: Implement AI that automatically categorizes work activities, suggests billing codes, identifies scope creep, and generates client-ready time summaries.
  • Deliverable Quality Checker: Build an automated review system that checks your reports for completeness, consistency with your methodology, proper PE terminology, and missing sections before client delivery.

Predictive Analytics & Decision Intelligence

What This Means:

We build predictive models that forecast business outcomes and enable data-driven decision making. This includes demand forecasting, churn prediction, pricing optimization, risk scoring, and anomaly detection. We turn historical data into forward-looking insights that drive better strategic decisions and operational improvements.

How Custom AI Helps?

  • Engagement Success Predictor: Build a model that analyzes engagement characteristics (client type, scope, team composition, timeline) and predicts likelihood of success, client satisfaction, and renewal probability. Use this to optimize resource allocation.
  • Revenue Forecasting Model: Create a system that predicts quarterly consulting revenue based on pipeline stage, client history, industry seasonality, and economic indicators. Better manage your own business.
  • Client Churn Risk Scoring: Develop early warning system that identifies clients at risk of not renewing based on engagement patterns, communication frequency, deliverable feedback, and external factors.
  • Opportunity Sizing Engine: Build a model that quickly estimates potential EBITDA impact for different AI initiatives in portfolio companies, helping you prioritize recommendations and set realistic expectations.

AI Infrastructure & Deployment

What This Means:

We design and implement the technical infrastructure needed to deploy AI systems at scale. This includes cloud architecture, MLOps pipelines, model monitoring, security controls, and compliance frameworks. We ensure AI solutions are production-ready, scalable, secure, and maintainable long after initial deployment.

How Custom AI Helps?

  • Personal AI Infrastructure: Build your own secure, private AI infrastructure for handling sensitive client data. Deploy local LLMs or private cloud instances that never expose proprietary information.
  • Knowledge Management Platform: Implement a robust MLOps pipeline for your internal AI tools—version control for your models, A/B testing for different prompt strategies, monitoring for accuracy degradation.
  • Client Portal with AI: Deploy a secure client portal where PE firms can upload documents for AI-powered analysis, track engagement progress, and access your AI tools under their own data governance.
  • Automated Model Retraining: Build infrastructure that automatically retrains your internal AI models as you complete more engagements, continuously improving your tools based on new data and outcomes.

Industry-Specific Solutions

What This Means:

We deliver AI solutions tailored to specific industry challenges and regulatory requirements. Our team understands the unique workflows, data structures, compliance needs, and success metrics for manufacturing, financial services, healthcare, retail, and SaaS. We don't offer generic AI—we offer industry-proven implementations.

How Custom AI Helps?

  • Industry Intelligence Agents: Deploy specialized AI agents for each industry you serve—each continuously learning from industry publications, regulatory updates, competitor moves, and technology trends. Query them for instant industry context.
  • Vertical-Specific Assessment Templates: Build LLM-powered assessment frameworks that automatically customize for different industries, pulling relevant benchmarks, typical AI use cases, and common pitfalls.
  • Regulatory Monitoring System: Create AI that tracks regulatory changes across industries (FDA for healthcare, SEC for fintech, etc.) and automatically flags implications for your portfolio company recommendations.
  • Industry Comparison Engine: Build a system that automatically compares a target company's AI capabilities against industry peers, identifying gaps and opportunities based on your accumulated industry knowledge.

EBITDA Impact Quantification

What This Means:

We translate technical AI capabilities into financial metrics that PE firms care about. For every AI initiative, we model revenue impact, cost reduction, capital efficiency improvements, and timeline to value. We provide conservative, base, and aggressive scenarios with clear assumptions, helping PE firms make informed investment decisions.

How Custom AI Helps?

  • Automated EBITDA Modeler: Build an AI system that takes basic information about a proposed AI initiative (process to automate, volume, current cost) and generates detailed EBITDA impact models with comparable benchmarks.
  • Assumption Validator: Create an LLM tool that reviews your financial models and flags assumptions that seem optimistic based on your historical data and industry benchmarks. Acts as a sanity check.
  • Scenario Generator: Deploy AI that automatically creates multiple financial scenarios (conservative/base/aggressive) for each recommendation, calculating probabilities based on similar past projects.
  • Impact Tracking Database: Build a system that tracks actual vs. projected EBITDA impacts across all your engagements, continuously improving your forecasting accuracy and building credibility data.

Exit Multiple Enhancement

What This Means:

We identify AI capabilities that increase company valuation and attract premium acquisition multiples. This includes building defensible AI moats, demonstrating AI-driven revenue growth, showcasing technical sophistication, and positioning AI assets for strategic buyers. We help portfolio companies become AI acquisition targets, not AI laggards.

How Custom AI Helps?

  • Valuation Multiple Analyzer: Build an AI system that ingests recent M&A transactions in specific sectors and identifies which AI capabilities correlated with premium multiples. Use this to prioritize recommendations.
  • Exit Readiness Scorer: Create a model that evaluates a portfolio company's AI assets against acquisition criteria (IP quality, team strength, customer integration, scalability) and identifies gaps.
  • Buyer Persona AI: Develop LLM agents that simulate different acquirer types (strategic tech buyers, PE firms, consolidators) and provide feedback on how they'd evaluate the company's AI capabilities.
  • AI Asset Documentation Generator: Build a system that automatically creates acquisition-ready documentation of AI capabilities—technology stack, data assets, model performance, team expertise—formatted for diligence processes.

Technical Debt Assessment

What This Means:

We evaluate the hidden liabilities in AI systems—outdated frameworks, brittle architectures, missing documentation, hard-coded dependencies, and poor code quality. We quantify the cost and risk of technical debt and provide remediation roadmaps. This prevents PE firms from acquiring expensive-to-maintain AI systems disguised as valuable assets.

How Custom AI Helps?

  • Code Quality Analyzer: Deploy AI-powered static analysis tools that automatically scan target company codebases and flag technical debt indicators—code complexity, documentation gaps, deprecated dependencies, security vulnerabilities.
  • Architecture Review Assistant: Build an LLM system trained on software architecture best practices that reviews system diagrams and technical documentation, identifying scalability bottlenecks and maintenance risks.
  • Technical Debt Cost Estimator: Create a model that translates technical findings (test coverage %, documentation completeness, code duplication) into dollar estimates for remediation and ongoing maintenance costs.
  • Diligence Report Generator: Build AI that takes your technical assessment findings and automatically generates executive-friendly reports highlighting business risks and remediation priorities with cost/time estimates.

Regulatory Compliance & Risk (EU AI Act, data privacy)

What This Means:

We assess AI systems against evolving regulatory requirements including the EU AI Act, GDPR, CCPA, sector-specific regulations (HIPAA, SOX), and emerging AI governance frameworks. We identify compliance gaps, quantify regulatory risk, and provide remediation roadmaps. We help PE firms avoid regulatory penalties and reputational damage.

How Custom AI Helps?

  • Regulatory Change Monitor: Build an AI system that continuously tracks regulatory developments across jurisdictions (EU AI Act updates, state privacy laws, industry-specific rules) and alerts you to changes affecting your clients.
  • Compliance Gap Analyzer: Create an automated assessment tool that reviews AI system documentation against regulatory checklists (data handling, model transparency, bias testing) and identifies compliance gaps.
  • Risk Scoring Engine: Develop a model that evaluates AI systems based on regulatory risk factors (use case sensitivity, data types, decision automation level) and assigns risk scores with remediation priorities.
  • Regulatory Report Builder: Build an LLM system that generates compliance documentation—AI system cards, data processing records, bias assessments—formatted to regulatory requirements across different jurisdictions.

Competitive Moat Analysis

What This Means:

We evaluate whether AI capabilities create sustainable competitive advantages or are easily replicable. We assess data moats, network effects, algorithmic advantages, technical talent barriers, and IP protection. We help PE firms distinguish between genuine AI competitive advantages and temporary technical leads.

How Custom AI Helps?

  • Moat Sustainability Predictor: Build a model that analyzes competitive dynamics (data availability, model accessibility, talent market, switching costs) and predicts moat durability over 3-5 year horizons.
  • Competitive Intelligence System: Deploy AI agents that monitor competitor AI announcements, patent filings, team hires, and technology stack changes to assess competitive position evolution.
  • Data Moat Quantifier: Create a framework that evaluates proprietary datasets—volume, uniqueness, refresh rate, network effects—and quantifies their defensibility against competitors and synthetic data alternatives.
  • IP Portfolio Analyzer: Build an AI system that reviews patent portfolios, open-source contributions, and technical publications to assess the strength and breadth of IP protection around AI capabilities.

Quick Win Identification

What This Means:

We identify AI opportunities that deliver measurable value within 90 days—low-hanging fruit that builds momentum and funds larger initiatives. These are tactical implementations with clear ROI that demonstrate AI capability to skeptical stakeholders and finance follow-on investments.

How Custom AI Helps?

  • Quick Win Library & Matcher: Build a database of proven quick-win AI implementations with ROI data, timelines, and requirements. Create an AI matching system that suggests relevant quick wins based on client industry, processes, and data availability.
  • Effort-Impact Scorer: Develop a model that evaluates potential AI initiatives on implementation complexity vs. business impact, automatically identifying the optimal quick wins for each engagement.
  • Accelerator Templates: Create pre-built AI solution templates (document processing, chatbot, forecasting model) that can be rapidly customized for new clients, dramatically reducing time-to-value.
  • Success Pattern Analyzer: Build an AI system that analyzes your past quick-win projects and identifies common success factors and failure patterns, continuously improving your ability to spot and scope quick wins.

Scalability Assessment

What This Means:

We evaluate whether AI systems can handle 10x growth in users, data volume, and transaction throughput. We assess architecture bottlenecks, cost scaling curves, technical limitations, and infrastructure requirements. We prevent PE firms from investing in AI that works in demos but fails at scale.

How Custom AI Helps?

  • Scalability Stress Tester: Build simulation models that project AI system behavior under different growth scenarios (10x users, 100x data) and identify breaking points before they occur.
  • Cost Scaling Calculator: Create automated tools that estimate infrastructure costs at different scale levels (API calls, compute, storage) helping clients understand economic viability at target volumes.
  • Architecture Review Checklist: Develop an AI-powered system that reviews technical architectures against scalability best practices and flags anti-patterns that limit growth.
  • Capacity Planning Assistant: Build a model that takes current performance metrics and growth projections to generate infrastructure roadmaps with timing and investment requirements for scale milestones.

Data Asset Valuation

What This Means:

We assess the strategic and financial value of proprietary datasets in M&A contexts. We evaluate data volume, quality, uniqueness, refresh rates, network effects, and monetization potential. We help PE firms understand if data assets justify premium valuations or if they're commoditized and replaceable.

How Custom AI Helps?

  • Data Quality Analyzer: Build automated profiling tools that assess dataset completeness, consistency, accuracy, and freshness—generating objective quality scores that inform valuation.
  • Data Uniqueness Scorer: Create AI models that compare proprietary datasets against publicly available and commercially available alternatives, quantifying true differentiation.
  • Monetization Opportunity Finder: Develop a system that analyzes datasets and identifies potential monetization use cases (internal optimization, product features, external sales) with revenue potential estimates.
  • Data Moat Calculator: Build a framework that evaluates data network effects, accumulation rates, and defensibility, producing a "data moat score" that correlates with sustainable competitive advantage.