PE Value Creation

Institutional value creation for the middle market.

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Experience drawn from
Premise

AI can be a force multiplier for EBITDA, increasing sales, while maintaining or decreasing pre-growth opex.

01Our value

Accelerating value creation
across the entire business.

We partner with SMEs and PE funds to drive value creation across every function.

Activity-level visibility.

Process maps of every function and the systems behind them, delivered in week one. Team turnover stops being a single point of failure, and every decision starts from a shared, fact-based view.

Increased BizOps maturity.

Production workflows refined across other clients and validated by our expert network give you enterprise-grade operational maturity without the enterprise cost. The business gets sharper without getting heavier.

Maximize exit value.

Documented process maps, audit-grade controls, live KPI dashboards, and AI-native operations the next owner inherits, built into the engagement rather than bolted on at sale.

02Our approach

End to End Value Creation

From baselining, identification and implementation of value creation initiatives with real-time visibility from day 1.

Phase 01 / Value Diagnostic
4 to 6 weeks

Baseline the company.

We run function-by-function workshops with the operators who own each workflow today and audit the data sources behind them. The output is the prioritised lever list the GP and portco use to sequence the work.

You receive
  • Value Stream maps across the entire business.
  • Context database map with AI-readiness assessment.
  • Prioritised lever list with cost, timeline, and KPI per lever.
Phase 02 / Value Realization
12 to 18 months, sprint-based

Implement alongside the team.

We embed engineers alongside portco operators and rebuild each workflow AI-native rather than retrofitting tools onto the legacy process. Quick wins land first to fund the longer levers, and a frozen baseline is locked with the CFO before every sprint.

You receive
  • AI-native workflows running in production.
  • All implementations – software, agents, integrations, prompt libraries – owned by the portco as work-for-hire.
  • Trained operators who run the new workflow without us.
Phase 03 / Business Steering Dashboards
Built during Phase 2, persists after

Real-time visibility, function by function.

We build a KPI dashboard for each functional leader, integrated with the portco's ERP, CRM, and operational data. The dashboards persist after the engagement and roll up into a portfolio view for the operating partner.

You receive
  • KPI dashboards per functional leader.
  • Live feeds from ERP, CRM, and operational data.
  • Continuous tracking of every implemented lever after the engagement.
03Who this is for

Three audiences,
one operating model.

Each audience gets a tailored version of the same engagement: baseline, embedded implementation, and real-time KPI visibility from day one.

PE firms.

Institutional PortCo Operations capability the fund does not have to staff, with a live KPI view across the portfolio.

PE-owned CEOs.

Operational redesign delivered alongside your team, not around it. AI-native solutions your company owns and operators trained to run them.

Pre-growth SMEs.

The institutional capability your growth thesis depends on, built inside the business before the next investor cycle starts.

04Why us

Embedded delivery,
not deck-and-recommendations.

Traditional PortCo Operations advisors bill for strategy and planning, then hand implementation back to the portco.
We deliver one team across diagnostic, redesign, implementation, and live KPI dashboards, and do not leave until the new workflow is running.

Them

PortCo Operations advisory delivered as a deck-and-recommendations engagement. Strategy and planning sit with the advisor; implementation gets handed back to the portco team. The economics reward duration, not delivery.

Us
Convolving

One team from diagnostic through implementation – combining institutional experience with frontier AI-native solutions. Engineers embedded alongside portco operators. Every implementation – software, agents, integrations, or process redesign – owned by the portco. We do not leave until the new workflow is running and your team owns it.

Start with thirty minutes.

Tell us about the portco in play. We will come back with what we would look at in the first 100 days. No pitch, no pressure.