Advanced manufacturing facility lit with crimson light at dusk

Digital transformation · Private equity portfolios

We turn portfolio companies into their next valuation.

A senior, high-touch partner for private equity sponsors who want value-creation plans converted into automated operating systems.

We work close to portfolio company teams, identify the workflows where value is trapped, and build governed automation that improves margin, cash flow, and enterprise value.

Finance & operations lens Operating system design Automation execution

Advisory · Automation

Boutique attention for private equity value creation that has to survive inside real operations.

We stay small, senior, and close to the operating team. The same people who diagnose the value opportunity design the automation, govern the launch, and stay accountable for the result.

How we work

One senior partner, two connected layers

01

Advisory — The Value-Creation Plan

Finance & operations lens

We work with private equity sponsors and management teams to find where margin, cash flow, and exit value are constrained, then shape the plan around what can actually be automated.

  • Margin & working-capital diagnostics
  • 100-day value-creation planning
  • Automation opportunity mapping tied to EBITDA

The plan stands on its own. We make it specific enough to fund, sequence, and execute.

02

Automation — Governed Execution

The work we are built to deliver.

We build and deploy the production-grade automation the plan calls for, inside real workflows. Every system is governed, auditable, and owned by the company.

  • AI agents for finance & reporting
  • Forecasting & inventory optimization
  • Maintenance, quality & scheduling copilots
  • Cross-system workflow automation, governed by AGX Lite in real time (allow / needs evidence / review required / block), with policy that improves under AGX Core as conditions change
Network of connected automation nodes glowing in crimson light

What changes

We automate the workflows that move enterprise value

Not a chatbot bolted onto the side. Senior operators and builders embedding governed automation where cost, cash, reporting, and execution actually move.

Every initiative is tied to operating impact, evidence, and exit readiness.

5-15 day cash conversion cycle improvement targets 10-25% reduction in manual finance and operations workload 30-50% faster cycle times in selected approval and reporting workflows Weekly forecast refreshes instead of monthly planning lag

The engagement

Built around the private equity hold period

How we're different

A strategy consultancy that stops at the deck

A systems integrator waiting for someone else to define the value

An AI shop building demos outside the operating model

We hold the plan, the automation, and the operating proof in one accountable engagement.

Executive boardroom overlooking an industrial port at dusk

High-touch by design

The people in the room are the people responsible for delivery.

We stay intentionally small and senior. No junior layers, no vendor handoff, no abstract transformation theater - just accountable experts building automation with the company.

The outcome

What you're left holding

01

A value-creation plan grounded in executable automation

02

Embedded systems in core workflows, governed and auditable

03

Measured improvements in margin, cash flow, and decision speed

04

A stronger exit narrative, backed by real operating evidence

Engage

For private equity sponsors who want a senior partner accountable for automation that changes the operating model

Tell us about the company. We'll come back with a concrete first move, not a generic transformation deck.

Book a consultation