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Private Equity

For firms managing many companies with one team: portfolio visibility, faster diligence, and value creation that actually lands inside the portfolio.

5 bundles, adjusted to your operation at scoping. Nothing is priced online.

Private Equity bundle

Portfolio Monitoring & Reporting

Portfolio numbers that assemble themselves: one live view across the companies, and quarterlies without the fire drill.

Includes

  • Enterprise Revenue Intelligence (multi-entity)
  • Enterprise Workflow Automation
  • Enterprise Systems Integration
  • AI Executive Decision Support

Private Equity bundle

Due Diligence Document Intelligence

The data room read by software with citations, so your team spends diligence on thinking, not paging.

Includes

  • Document Intelligence
  • Enterprise Document AI
  • AI Meeting Intelligence (management calls)
  • AI Governance & Risk Framework

Private Equity bundle

Deal Sourcing & Pipeline Automation

Every opportunity tracked and every follow-up sent, so nothing promising dies in a spreadsheet.

Includes

  • AI Lead Qualification
  • AI SMS/Email Follow-Up Engine
  • Revenue Intelligence Dashboard
  • Workflow Automation (deal stage routing)

Private Equity bundle

Portfolio Company AI Enablement

Value creation that actually deploys: audits, roadmaps and training delivered inside the portfolio companies.

Includes

  • AI Operations Audit & Roadmap
  • AI Enablement Academy
  • Workflow Automation Build
  • Fractional AI Officer

Private Equity bundle

PE Portfolio AI Suite

The multi-entity stack: revenue intelligence, decision support and automation, repeatable across everything you own.

Includes

  • Enterprise Revenue Intelligence
  • AI Executive Decision Support
  • Enterprise Workflow Automation (multi-entity)
  • AI Workforce Training
  • Industry-Specific AI Accelerators

Need a tailored configuration?

Every bundle is a starting point. During the scoping consultation, the contents are adjusted to your operation before anything is priced.