We partner with private equity firms and institutional leaders to drive measurable efficiency across mid-sized businesses. From in-person technical audits to hands-on rollout, we maximize EBITDA without disrupting core operations.
We don't just advise—we execute. Our team works directly with portfolio companies' technical staff to identify and implement high-leverage automation.
We travel on-site to meet with your portfolio management and tech teams. We map bottlenecks and find immediate automation opportunities.
We understand the nuances of institutional deals. All deployments, data strategies, and AI developments are handled under strict NDAs and security protocols.
Our methodology is strictly focused on cost-reduction and throughput increase. We implement changes that directly impact the bottom line.
We work quietly behind the scenes to deliver massive operational wins. Here are examples of recent transformations in our institutional pipeline.
Challenge: Answering service was only booking 31% of after-hours calls, abandoning $952K/mo in revenue exposure. The commercial sales team wasted 40% of their time on unqualified leads.
Solution: We conducted an on-site audit and deployed a 24/7 AI Voice Agent, automated scheduling across their ServiceTitan ERP, and a Salesforce AI routing layer. This bypassed legacy friction points while generating a 139x ROI on our engagement over 6 months.
Challenge: Multiple regional branches acquired by the PE firm were operating on disparate systems, losing track of inbound leads outside of business hours.
Solution: We deployed a unified, customized AI Voice Receptionist & CRM pipeline across all branches. The AI handled initial qualification and syncing instantly, allowing the consolidated sales team to focus purely on closing high-value accounts.
Start with a $15K AI Readiness Assessment. Three weeks. One portfolio company. A prioritized roadmap with projected EBITDA impact — formatted for your investment committee.
No commitment required. NDA available on request.