Case studies

The work, without the client names.

Each study describes the kind of company and the kind of work. Names and figures are added only with the client’s permission, and work still in progress is labelled as such.

Recent work

Four engagements, from portfolio to product.

Full-time CPO roleCompleted

AI-native transformation of a PE-owned software company

Accounts-payable automation software company, owned by a private equity firm.

Situation
The owner wanted AI to change how the company built product and ran operations, not just add a feature to the roadmap.
What we did
Embedded for the PE owner as AI transformation lead: set the AI thesis, rewired product and delivery around AI-assisted work, and put measurement behind each initiative.

Outcome

Product and operations moved onto AI-native ways of working, with each initiative tied to an owner and a measure. Figures shared on request, with the owner’s permission.

Apr – Oct 2026

Portfolio AI AssessmentCompleted

AI maturity assessment of a 30-company PE portfolio

Lower and middle-market private equity firm across business services, franchising, education and engineered products.

Situation
The firm needed to know where AI would move EBITDA across the portfolio, and where to start, before committing a fund-level team.
What we did
Scored each company on five dimensions: data, process, people, product and governance. Grouped them into clusters where one design could be deployed many times, and sized a first wave and a 12-month roadmap.

Outcome

The gap was owners, budget and adoption, not tools. The firm got a ranked first wave, repeatable plays for each cluster, and an AI section for new investment memos.

AI Value SprintIn progress

Automating the data work at a compliance services company

PE-backed HR compliance and analytics services business, with most of the work done by analysts in spreadsheets.

Situation
A regulatory change removed a core revenue line. The business needed to protect margin fast without losing service quality.
What we did
Mapped and timed three workflows: chasing clients for missing data, verifying data, and standard data prep. Wrote the business case, then built the automation with the company’s own team, running in shadow mode before go-live.

Outcome

In progress. Results are published here once they are measured.

MVP in about 7 weeks, live in about 13

Full-time CPO roleCompleted

From scattered AI work to a short list of owned bets

European automotive retail SaaS, four product tribes, dealer and OEM customers.

Situation
AI, machine learning and conversational AI work was running across product lines without a shared thesis or a single owner.
What we did
Consolidated the AI work behind a smaller set of product bets and named an owner for each.

Outcome

A single AI thesis with a named owner behind each bet, and a shorter list of committed initiatives.

Want the detail behind one of these?

References and figures are available on request, with the owner’s permission.

Ask about the work