We deploy AI across PE portfolio companies and measure everything in EBITDA — not technology vanity metrics.
Why PDS
Most AI vendors sell tools. We deploy systems. There is a difference — and it shows up in your EBITDA.
Every AI use case we identify is mapped to a projected financial outcome. We speak the language of your investment committee — margin expansion, cost reduction, revenue capture — not technology buzzwords.
The Big 4 quote 6 months and $300K–$500K per company. We deliver a working AI system in 4 weeks at a fraction of the cost. In PE, every month saved on implementation is a month of additional value creation before exit.
We sell once to the operating partner. They open every door in the portfolio. One PE firm relationship with 20 portfolio companies represents more revenue potential than 100 individual SMB clients.
Our dashboards are built for you, not the portfolio company CEO. One number: monthly AI-attributable EBITDA contribution. Make the operating partner look good to the partners, and the partners open every door.
What We Deploy
Replaces answering services entirely. Books jobs, handles emergency triage, qualifies leads, and sends confirmations — 24/7, integrated with ServiceTitan, RingCentral, and your dispatch system.
AI scores every inbound lead and routes hot prospects to sales in seconds. Commercial leads get a full dossier. Cold leads enter automated nurture. Your team stops wasting 40% of their time.
Processes appointment requests from voice, web, and email. Auto-schedules based on technician skills, location, and availability. Sends reminders and enables one-tap rescheduling.
Real-time EBITDA impact reporting built for operating partners. Every AI metric tied to a financial outcome. Monthly AI-attributable EBITDA contribution — the one number your LPs are tracking.
Salesforce, HubSpot, and GoHighLevel integrations with automated lead scoring, follow-up sequences, and pipeline analytics. Your sales team works on deals, not data entry.
Contract generation, review workflows, ticketing automation, and knowledge base AI trained on your portfolio company's documents. Reduce admin overhead across every location.
Case Study
Greenline Mechanical Services — a $48M commercial HVAC platform backed by Ridgecrest Capital Partners. PDS deployed AI across all 8 locations in 12 weeks. The result: $1.8M in annualized EBITDA improvement and a portfolio-wide Master Services Agreement.
Read the full case studyInbound call answer rate
After-hours booking rate
Commercial lead response time
Portfolio company EBITDA
Who We Serve
From mid-market funds to upper mid-market platforms — we deploy AI across your portfolio companies and measure everything in the language your LPs speak.
$500M – $5B AUM
You have the mandate to drive AI value creation across your portfolio but no internal implementation team. We are your execution arm — from the first assessment to portfolio-wide deployment.
$5B – $100B AUM
You have a Technology Operating Partner and a value creation mandate. We integrate with your existing team as the hands-on AI implementation partner your strategy requires.
HVAC, Plumbing, Pest Control, Healthcare Services
These portfolio companies bleed revenue through missed calls and manual scheduling. We fix both problems in a single sprint — and the EBITDA impact shows up in month two.
How We Work
We conduct a deep operational audit of one portfolio company — call recordings, CSR workflows, sales pipeline, dispatch operations. You receive a 32-page report with a prioritized AI opportunity matrix, projected EBITDA impact for each use case, and a 90-day implementation roadmap. Formatted for your investment committee.
We deploy the highest-impact AI systems identified in the assessment. Voice agents, scheduling automation, lead qualification, CRM integrations. Fixed project fee — no scope creep, no hourly billing. A working AI system in your portfolio company's stack, not a slide deck.
Once you see the EBITDA impact at company one, we roll the same playbook across your portfolio. One operating partner relationship. One proven system. Deployed at scale across every company before your exit window closes. The per-company sales cycle for companies 2–7 is essentially zero.
Results
From first assessment to portfolio-wide deployment — results measured in EBITDA, not vanity metrics.
"The Big 4 quoted us $400K and six months. PDS had a working voice agent live at our first portfolio company in four weeks. The EBITDA impact showed up in month two."
David K.
AI Operating Partner, Mid-Market PE Fund
"The assessment report alone was worth the $15K. It gave us a prioritized roadmap with projected EBITDA impact for every AI opportunity — formatted for our investment committee."
Sarah L.
Technology Operating Partner
"After-hours booking rate went from 31% to 71% in the first month. The answering service contract was canceled on day one. That alone saved $24K annually."
Tom A.
COO, Multi-Location Home Services Company
"PDS never recommended laying off our CSRs. They redeployed them into revenue-generating roles. That approach got buy-in from the portfolio company CEO immediately."
Rachel G.
Operating Partner, Service Industry Fund
"We signed a Master Services Agreement covering our entire Fund III portfolio after the first engagement. PDS is now our preferred AI implementation partner across all 14 companies."
Maria S.
Partner, Mid-Market PE Firm
"Commercial lead response time dropped from 4.2 days to 11 minutes. That single change added a measurable lift to our close rate within 60 days of deployment."
Chris B.
Commercial Sales Director, HVAC Platform
The numbers that matter to your investment committee
Return on AI investment
$110K engagement → $15.3M exit value added
Inbound call answer rate
Up from 72% before PDS deployment
After-hours booking improvement
31% → 71% booking rate
$1.8M annualized EBITDA improvement
Delivered at a single portfolio company in under 6 months. At 8.5x exit multiple, that is $15.3M in exit value created.
Engagement Model
Three engagement tiers designed for the PE buying process. Start with an assessment, convert to implementation, scale across the portfolio.
The door-opener. Audit one portfolio company, identify every AI opportunity, and deliver a 90-day roadmap with projected EBITDA impact. Formatted for your investment committee.
Deploy voice agents, scheduling automation, lead qualification, and CRM integrations. Fixed project fee. No scope creep. A working AI system in your portfolio company's stack.
Ongoing monitoring, optimization, and reporting across your portfolio companies. Monthly EBITDA impact reporting for your operating partner and investment committee.
One mid-market PE firm with 20 portfolio companies represents $1M–$3M in implementation work. The math compounds fast.
Get in Touch
Start with a conversation. Tell us about your portfolio, your timeline, and your exit targets. We will show you exactly where the AI opportunities are and what they are worth.
We can sign an NDA for complete confidentiality
Discuss your portfolio company's specific challenges
Receive a custom AI opportunity overview within 24 hours
Agree on scope and kick off the AI Readiness Assessment