A centralised AI operating system that transformed how a PE firm manages its $2.8B portfolio across 12 companies
From spreadsheet chaos to strategic clarity
A mid-market private equity firm was drowning in operational complexity. With 12 portfolio companies generating hundreds of reports monthly, their small team spent more time hunting for data than making decisions. Critical insights were buried in email chains, performance tracking happened in disconnected spreadsheets, and board prep consumed entire weeks. They needed more than software, they needed an operational backbone. We built them a bespoke AI-powered operating system that brought every portfolio company's data, reporting, and workflows into one intelligent platform. The result? Their team reclaimed 40+ hours per week and cut board prep time by 75%, freeing them to focus on what PE firms do best: driving value creation.
Liberation from administrative drag. clarity for strategic decisions.
Within the first quarter of deployment, the firm saw immediate impact. Board preparation that once took 5-7 days now happens in under 8 hours. Their team recovered 160+ hours per month previously lost to manual data consolidation. Portfolio company performance tracking shifted from monthly lag to real-time visibility. But the real transformation was strategic. With administrative drag eliminated, the team redirected their energy toward value creation initiatives, identifying operational improvements across portfolio companies, spotting cross-portfolio synergies earlier, and spending more time with management teams driving growth. The operating system didn't just make them more efficient; it made them better at their craft. One partner put it simply: "We finally have the operational sophistication to match our investment expertise."
