Lower cost. Higher EBITDA. Higher EV.

We build AI systems that take the manual work off your team's plate, deal review, reporting, reconciliation, intake, and run it for less than it costs today. Deployed inside your firm, live in weeks, then applied across every company you own.

Private Equity Family Offices Private Credit Hedge Funds Portfolio Companies Deal Review Automation Portfolio Reporting Reconciliation Private Equity Family Offices Private Credit Hedge Funds Portfolio Companies Deal Review Automation Portfolio Reporting Reconciliation
$1.43M
Annualized savings identified
18
Workflows automated
2
Portfolio companies deployed
14 days
Diagnostic to deployment
Why it matters to your numbers

The work we take on is work you're already paying people to do by hand.

When it runs on a system instead, that cost comes down, and it shows up directly in your P&L.

For the companies you own, it shows up twice. Lower operating cost means higher EBITDA. Higher EBITDA, at exit, means a higher valuation. It's the same math your team already runs on every deal. We just give you another lever to pull on it, and we pull it across the whole portfolio, not just the firm.

The problem

Every firm wants AI working inside the business. Almost none have a way to get there.

Off-the-shelf tools don't understand deal documents, portfolio reporting, or how your team actually works. Building in-house means hiring a team you don't have and don't want to manage. Consultants hand you a slide deck and disappear.

There's no one built to just come in, do it, and make it pay for itself.

How it works

Three steps. No friction.

01

Pilot

Two weeks. Your dedicated engineer, working on your data. You see a working system, and the cost it takes off your books, before you commit to anything.

02

Build

We turn the pilot into a production system, wired into how your firm actually operates.

03

Run

We operate it day to day. Your team reviews and signs off on everything that goes out. As new needs come up, we build for them. Same system, expanded coverage, more cost out.

From your firm to your portfolio

One relationship, expanded at your pace.

Once it's running at your firm, we apply the same system, and the same savings, to the companies you own, each priced to its size and workload.

Every portfolio company we work with gets the same result: cost down, EBITDA up. Multiplied across a portfolio, that's not a line item. That's value creation across the fund.

Control and trust

Your walls. Your rules. Your system.

Your data never leaves your firm.

Everything runs on infrastructure inside your walls. Nothing is trained on, shared, or stored outside your environment.

Your team stays in control.

Every output is reviewed and approved by your people before it goes anywhere. We build the system; you run the decisions.

You own your deployment.

The system we build for you is yours to run, indefinitely. The underlying platform we build it on is ours. You're not locked into a vendor relationship you can't get out of; you're running a system built specifically for you, on infrastructure we maintain.

Team & advisors

Experience across the firms and the stack.

See what it takes off your books, on your own data, in two weeks.

Talk to us →