The standardization problem
Every portco on a different stack
Five portfolio companies, five ERP systems, five reporting formats, five ways of doing everything. No shared infrastructure, no cross-portfolio leverage, no economies of scale.
No shared operational playbooks
Best practices discovered at one portco stay there. There's no mechanism to standardize what works and deploy it across the portfolio — every company reinvents the wheel.
Value creation plans lack tech
Your value creation playbook covers pricing, sales, and cost structure. But tech enablement — the lever that compounds all the others — is either missing or delegated to expensive consultants.
How we help
Operational efficiency baseline
Standardized assessment across your portfolio: where are the common inefficiencies, which processes can be automated, and what does the cost structure look like company by company.
Secure, proprietary implementation
Open-weight models deployed on each portco's own infrastructure. Your data never leaves your environment. Your implementations are proprietary to your firm — not shared with the vendor's other clients.
Standardization that compounds
Patterns that work at one portco become reusable playbooks for the next. Shared tooling, common data standards, and a platform approach that makes each subsequent engagement faster and cheaper.