For the fund

Portfolio AI Assessment

Every company in the portfolio scored on AI maturity, the plays that repeat across them, and a ranked first wave, so the fund knows where AI will move EBITDA before it commits a team or a budget.

Engagement length · 3-6 weeks

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Outcomes

What the engagement creates.

Each engagement is built around a measured result, and the artifacts and habits your team keeps after it ends.

A maturity matrix: each company scored on data, process, people, product and governance.

Clusters of companies with the same problem, so one design can be built once and deployed many times.

A ranked first wave of companies and plays, with the ones to stop marked as stopped.

A 12-month roadmap sized to the team you have, plus an AI section for new investment memos.

Recent work

What the work looks like in practice.

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.

Engagement Model

How it runs.

This engagement runs 3-6 weeks. Pricing is by scope, not by hours.

1

Outside-in scoring

Score every company from public sources and the data the deal teams already hold, against one written rubric.

2

Test with management

Short calls with portfolio company leaders turn hypotheses into evidence, and surface the backlog that already exists.

3

Rank and plan

Group companies into clusters, size the first wave, and set the 100-day AI baseline for every new platform.

The first step

Ninety minutes on one company, or one decision.

Most advisory relationships start with a discovery call that discovers nothing. This one starts with work. Send the context beforehand: the company, the workflows that eat the most hours, the AI pilots already running. We spend ninety minutes on where AI pays back first and what it would take to prove it. You leave with a written point of view: the play to start with, the business case to test, and what the first ninety days look like.

Format

90 minutes, one decision

Deliverable

Written point of view within 48 hours

What follows

Fixed scope, quoted in writing after a first conversation. Never billed by the hour.

If ninety minutes shows this is not a fit, Kevin will say so and point you somewhere better. Confidential by default. Happy to sign your NDA before the first call.

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Fit

Best fit scenarios.

Firms standing up a fund-level AI or digital function and needing a defensible place to start.

Operating partners asked by LPs or the IC what the portfolio’s AI story is.

Buy-and-build platforms where a shared AI and data layer would make each add-on cheaper to integrate.

Start

Send the context.

Share a little context. Kevin replies within one business day. Confidential by default. Happy to sign your NDA before the first call.

A few quick details

One tap each. They let Kevin come to the first conversation prepared.

Kevin reads every message himself and replies within one business day. Confidential by default; happy to sign your NDA before the first call.