Your 100-day plan needs an AI workstream.
AI scoped to your value creation thesis and measured in EBITDA impact — not demos.
You're running 8–15 portcos with the same operational playbook from 2019.
Every portco has its own ERP, its own reporting cadence, its own spreadsheets. Your operating team spends more time assembling data than acting on it. AI changes the operating model — but only if it's scoped to the metrics your IC actually cares about.
Monthly KPI packs take days, not hours
Your ops team manually assembles data from 3–5 different ERPs across the portfolio. By the time the board deck is ready, the numbers are already stale. Every portco reports differently.
No standard operating playbook
You know what good looks like in procurement, pricing, and back-office ops. But each portco implements it differently, on different systems, with different teams. Standardization is manual and slow.
AI pilots that stall at the demo
Some portcos tried ChatGPT or built a proof-of-concept. It never reached production because nobody scoped it to a real business metric, nobody built governance, and nobody trained the team.
SG&A that should be lower
Your portcos are paying for enterprise CRM, BI tools, project management, and documentation platforms. Most of that software is a pre-built UI over a database — something AI can replace or consolidate at a fraction of the cost.
A playbook that maps to how you actually operate.
Days 1–30: Audit and scope
We audit 2–3 priority portcos across the functions that matter most: finance/reporting, sales/CRM, back-office ops, and customer service. We identify the 3–5 highest-impact automations and scope them to specific value creation metrics.
- Cross-portco operational assessment
- Software spend audit and replacement candidates
- AI opportunity prioritization by EBITDA impact
- Board/IC-ready roadmap with timeline and metrics
Days 30–100: Build and measure
We deploy the first automation, measure impact against baseline, and document the playbook for rollout across the portfolio. Your operating team owns the system and the data.
- Production AI workflow deployed in priority portco
- KPI dashboard tied to value creation plan metrics
- Repeatable playbook documented for portfolio rollout
- Team trained, governance established, handoff complete
What a 100-day AI initiative looks like for a $50M revenue portco.
B2B services company, 200 employees, NetSuite ERP, HubSpot CRM, manual monthly reporting to the fund.
Days 1–15: Reporting automation
Owner: VP Finance + operating partner
Baseline: 4 days/month assembling board pack from NetSuite + spreadsheets
Target: Automated monthly KPI pack with variance commentary, delivered in 4 hours
Impact: CFO capacity freed for strategic analysis
Days 15–45: CRM and pipeline intelligence
Owner: Head of Sales
Baseline: CRM with low adoption, no forecast accuracy tracking
Target: AI-native pipeline intelligence with automated data capture
Impact: Sales forecast accuracy visible to the IC for the first time
Days 30–60: Customer success automation
Owner: VP Customer Success
Baseline: Renewal tracking in spreadsheets, no proactive risk visibility
Target: Automated health scoring, renewal risk alerts at 90 days, expansion signals
Impact: Improved NRR visibility and proactive retention
Days 60–100: Back-office cost reduction
Owner: COO + operating partner
Baseline: Multiple overlapping software platforms across CRM, PM, and documentation
Target: Consolidate with AI-native alternatives where ROI is clear
Impact: Measurable SG&A reduction, documented for IC reporting
Get a 100-day AI value creation plan for your portfolio.
Tell us about your portfolio size, sector focus, and the operational levers that matter most to your value creation thesis. We'll show you where AI creates the most EBITDA impact and what a realistic deployment timeline looks like.
How it works: 30-minute discovery call (no pitch deck) → we walk through a sample 100-day plan mapped to your portfolio → if there is a fit, you get a scoped proposal with timeline, deliverables, and pricing within one week.