Custom AI workflows that eliminate manual overhead, surface the right data, and deliver explicit ROI — built for operating companies under PE ownership.
PE-backed operating companies face a unique challenge: real pressure to improve EBITDA, combined with lean management teams who have no capacity to evaluate, build, or run AI systems.
Manual reporting consumes senior time. CFOs and finance teams spend days each month assembling board packs, KPI decks, and variance commentary that should take hours.
Support costs scale with headcount. Customer support teams handle hundreds of routine tickets manually — work that AI can triage, resolve, and route with no human involvement.
Operational data sits unused. Most operating companies have the data to identify margin leakage, pricing inconsistency, and churn risk — but no system to surface it automatically.
Off-the-shelf tools don't fit. Generic AI platforms require technical resources to configure and maintain. Your team needs something built to your workflows, not the other way around.
We work across any operational workflow where automation can create measurable EBITDA impact. These are examples — not a menu.
Automated board pack generation, KPI dashboards, and variance commentary. Your CFO reviews and approves — not assembles from scratch.
Typical saving: 12–20 hrs/month Read case study →AI handles tier-1 tickets automatically, routes complex issues to the right team, and drafts responses for human review. Volume scales without headcount.
Typical saving: 30–60% support cost Read case study →Automated vendor spend tracking, contract compliance alerts, and spend drift detection. Catch margin leakage before the quarter closes.
Typical saving: 2–4% spend base Read case study →Monitor customer-level revenue trends and flag at-risk accounts before they churn. Weekly digest to sales and account management leadership.
Typical retention lift: 8–15% Read case study →Surface discount patterns, margin by customer and SKU, and rep-level pricing inconsistency. Give your commercial team the visibility to act.
Typical margin improvement: 1–3 pts Read case study →Tell us what your team does manually, repeatedly, and at cost. We scope the automation, quantify the ROI, and build it fast.
↓ Use the estimator below Get your estimate →Every engagement starts with a defined ROI target. Use these calculators to build the business case for your CFO or PE sponsor.
Describe any manual, repetitive process in your business. We'll estimate delivery timeline, automation potential, and projected ROI — specific to your situation.
This estimate is based on the information provided and typical automation outcomes across similar workflows. Actual results depend on data quality, system integration complexity, and workflow specifics. We refine these projections in a 30-minute scoping call.
Every engagement is defined upfront: the workflow, the ROI target, the timeline, and the deliverable. No open-ended retainers.
We spend 30 minutes understanding your workflow, your systems, and your margin pressure. We leave with enough to produce a written ROI estimate and project scope.
Day 1We deliver a written scope: the workflow we'll automate, the projected ROI, the milestones, and a fixed-price engagement cost. You know exactly what you're buying.
Days 2–5Our team builds the automation against your existing systems — ERP, CRM, ticketing, spreadsheets. Daily updates. No technical resource required from your side.
Days 6–30We track the ROI metrics we defined in scoping. 90-day review against the original targets. If results are strong, we identify the next workflow to automate.
Day 31+No pitch deck. No obligation. We'll tell you whether automation makes sense for your workflow, and what the numbers look like if it does.