Responsible AI That Accelerates Value Creation

From AI readiness to secure GenAI deployment and high-ROI use cases, we guide PE firms and portcos through every stage of the AI journey

What We Deliver

AI Readiness Assessments to evaluate data quality, governance, security, and maturity before investment or transformation
AI Strategy & Roadmapping with prioritized use cases, ROI modeling, and 12–18 month execution plans
Secure GenAI Deployments using ChatGPT Enterprise, Azure OpenAI, or Claude Enterprise to protect sensitive data and ensure compliance
AI Policy Development for ethical use, privacy, risk management, and regulatory alignment
Prompt Engineering & Training to rapidly boost productivity across finance, operations, HR, sales, and customer service teams
Data Foundations & Governance that create the clean, centralized data environment required for AI success
AI Pilot Execution for quick wins that demonstrate measurable value—finance close acceleration, inventory optimization, AP/AR automation, and more

Cost Reduction: Automate manual workflows, reduce reporting labor, optimize inventory & working capital
Revenue Growth: Better forecasting, dynamic pricing, enhanced customer engagement
Compliance & Risk Reduction: AI-supported cybersecurity, anomaly detection, and audit automation
Operational Efficiency: RPA, predictive maintenance, and supply chain optimization
Back-Office Transformation: 5–15% OPEX reduction through process automation

Operators, not advisors — senior leaders with 20–35 years in M&A, IT, AI, cybersecurity, and transformation
PE-specific expertise — carveouts, integrations, platform builds, and rollups.
Rapid deployment — most foundational AI workstreams delivered in 1–2 weeks
Proven outcomes — including >$500K in annual savings in pharmacy operations through AI-driven workflow automation