of LMM deals were roll-ups in 2024
PitchBook via Cherry Bekaert
For private equity & sponsors
An AI value-creation lever you can underwrite across the portfolio.
Most portfolio companies are stuck in pilot purgatory. We turn back-office automation into a repeatable, cross-portfolio playbook with a clean EBITDA bridge — proven at one portco, packaged for the rest. Outcome pricing your operating partners can actually model.
80%+
~80%
of portcos still in "pilot purgatory"
Bain 2025 Global PE Report (~20% operationalized)
1 → many
prove a wedge once, run it across the portfolio
fund-level MSA + per-portco SOWs
gain-share
outcome pricing tied to realized EBITDA impact
capped; we can underwrite it
01The motion
Diligence → post-close → portfolio.
DILIGENCE
Quantify the back-office upside pre-close
A rapid data-readiness and automation-opportunity read on a target's order/AP/AR workflows — a hard-dollar estimate of labor and working-capital release to fold into the model, before you own it.
POST-CLOSE
Prove the wedge at one portco
An audit, an ROI model, and a fixed-fee build sprint on the highest-ROI back-office workflow — with a before/after harness that produces an audited EBITDA bridge, not a vendor slide. ~30 days to live, zero ERP rip-and-replace.
PORTFOLIO
Package it as a cross-portfolio playbook
A fund-level master services agreement with per-portco statements of work. One proven wedge becomes the template for the other 8–15 companies — the repeatable playbook value-creation teams actually want, not one-off pilots.
Why us, for this channel
We speak EBITDA
We speak EBITDA
and we can underwrite it.
The founder's background is finance and operations, not just engineering — so the conversation is in working-capital release, multiple expansion, and cross-portfolio leverage. And the financial rigor lets us offer outcome-based pricing engineers structurally can't: a base fee plus gain-share on realized, measured EBITDA impact, capped so it never runs away.
There's a clock: well-capitalized AI consolidators are entering this channel from above. The distribution-specialist window is now.
The EBITDA bridge, illustratively
| Labor + rework recovered | +$XXX,XXX |
| Working capital released (DSO) | +$XXX,XXX |
| EBITDA impact | +$XXX,XXX |
| @ entry/exit multiple | → enterprise value |
[PLACEHOLDER] — populated from the portco's audited baseline. Every figure shows its work.
Gated · for sponsors
Get the PE value-creation playbook deck
The pilot-to-portfolio motion, the fund-level MSA + per-portco SOW model, outcome pricing, and the portfolio-wide pilot-purgatory gap — with the EBITDA bridge methodology. We'll send it and follow up once.
[PLACEHOLDER: connect to CRM; deck = the C7 / PE Investor deck.]
One sponsor relationship. Many portcos.
Let's quantify the back-office upside across a name you own — or one you're diligencing.