AI-driven value creation for your portfolio.

Fast pilots. Scalable wins. Portfolio-wide impact. I help PE firms turn AI into measurable EBITDA expansion and multiple growth across their portfolio companies.

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AI is the biggest value creation lever of the decade. Most PE firms aren't capturing it.

You're managing 5, 20, 50+ portfolio companies. You know AI matters. But the reality is messy:

  • Portfolio companies operate with inconsistent processes, systems, and KPIs
  • Heavy reliance on manual workflows slows growth and decision-making
  • AI adoption is fragmented and rarely tied to business outcomes
  • Every company is figuring it out on their own, making the same mistakes
  • Operating Partners need repeatable, scalable playbooks, not one-off projects

The opportunity cost is massive. AI should be driving EBITDA improvement and multiple expansion across your entire portfolio. Instead, it's a series of disconnected experiments.

My point of view on AI and PE.

1

PE firms don't lack AI opportunities. They lack standardized execution.

2

AI creates value only when tied directly to EBITDA drivers.

3

One pilot, scaled across 10-30 companies, creates massive value.

4

AI is an operating transformation, not a tech initiative.

5

AI will become the decade's most important source of multiple expansion.

The Portfolio AI Value Creation System.

I don't believe in portfolio-wide AI "strategies" that sit in decks. I believe in proving value fast, then scaling what works.

0

Discovery (4-6 weeks)

Objective: Identify the highest-impact opportunities.

  • • 360° process and systems assessment across business functions
  • • Data and AI readiness evaluation
  • • ROI-based opportunity prioritization
  • • Selection of one use case in one pilot company
1

Pilot (8-12 weeks)

Objective: Deliver a fast, measurable win.

Run a focused pilot in one portfolio company. Clear success criteria. Measurable ROI. No science projects.

2

Scale (3-6 months)

Objective: Multiply the impact across the portfolio.

  • • Roll out proven use case to additional portfolio companies
  • • Standardize KPIs, processes, and dashboards
  • • Establish repeatable AI governance
  • • Deliver training and functional enablement
3

Extend (Ongoing)

Objective: Continue delivering new value levers.

Expand AI transformation across additional functions: Finance, Operations, Sales, HR, Support, Product, Legal, and more.

What AI pilots actually look like.

Every pilot is tied to a specific business outcome. Here are examples of where AI creates value fast:

Finance

Automated reporting, forecasting, variance analysis. Faster close cycles. Better visibility.

Sales and Marketing

AI-powered outbound, lead qualification, campaign automation. More pipeline with less manual effort.

Customer Support

AI agents for triage, ticket routing, and resolution. Faster response times. Lower cost per ticket.

HR

Hiring automation, onboarding workflows, compliance tracking. Reduced administrative burden.

Operations

Workflow automation, vendor management, inventory optimization. Fewer manual steps. Fewer errors.

Product and Engineering

AI-powered QA, requirements generation, code review. Faster development cycles.

AI tied to EBITDA, not hype.

I focus on AI opportunities that move the numbers your LPs care about:

Revenue

  • • Sales acceleration and pipeline optimization
  • • Pricing optimization
  • • Customer expansion and retention

Cost

  • • Process automation across Finance, HR, Legal, Support
  • • Procurement and vendor optimization
  • • Operational efficiency improvements

Speed

  • • Faster reporting and decision-making
  • • Reduced cycle times across operations
  • • Improved forecasting accuracy

Every engagement starts with the business outcome. The AI is just the tool.

Built for how PE actually operates.

I understand the PE model. You don't have unlimited time or patience for experiments.

You need:

  • Fast proof of value (4-6 months, not 2 years)
  • Clear ROI tied to EBITDA
  • Repeatable playbooks that scale across companies
  • Minimal disruption to portfolio company operations
  • Senior expertise, not junior consultants learning on your dime

I've done technical due diligence for PE firms. I've worked with portfolio companies on operational improvements. I know what Operating Partners need and how to deliver it without creating more work for your team.

Flexible ways to work together.

Portfolio AI Transformation

The full approach: discover opportunities, prove value in one company, scale across the portfolio. Best for firms ready to make AI a systematic value creation lever.

Single Portfolio Company

Focused engagement with one company. AI opportunity assessment, pilot, and implementation. Good starting point if you want to test the approach.

AI Due Diligence

Evaluate AI capabilities, risks, and opportunities during acquisition. Technical depth with business context.

Fractional Executive

Place me as a fractional CEO, CRO, or CTO in a portfolio company that needs hands-on leadership.

Operator. Technologist. Seller. All at once.

I built and sold an enterprise ML company. Machine learning products in the early 2000s, before the hype. 8-figure exit to a public company after 10 years as CEO.

I've been the operator running the company. The technologist building the product. The revenue leader closing 7-figure deals. Not in sequence. All at once.

PhD in Computer Science from Princeton. When I assess AI capabilities, I see what generalist consultants miss.

I've sat across from acquirers and negotiated exits. I understand what creates value and what's just noise.

Let's discuss your portfolio.

If you're thinking about AI as a value creation lever, let's talk. I'll give you an honest read on where the opportunities are.