We partner with PE firms to drive AI-native transformation at two levels: building the data infrastructure the fund itself runs on, and modernizing the technology inside portfolio companies to accelerate value creation. One relationship. Dozens of transformation opportunities.

Most PE-backed companies operate on systems built for a previous era — on-premise software, manual workflows, spreadsheets as databases. The technology is a liability, not a lever.
A typical PE hold is 3–7 years. A 12-month platform build is a luxury. A failed first attempt is a disaster. Every quarter that passes without operational improvement is unrealized enterprise value.
Portfolio monitoring relies on spreadsheets emailed from 20 companies in 20 different formats. LP reporting is a quarterly fire drill. There's no unified view of performance — just assembled approximations.
Value creation partners know what needs to change. They rarely have the internal engineering team to make it happen — especially at the speed the portfolio demands.
Technology transformation expressed in EBITDA impact, margin improvement, and operational leverage — not feature lists. Every initiative tied to the investment thesis.
What would take an internal team 12–18 months, we deliver in weeks to months. Pre-built architecture, proven playbooks, and engineers who've done this before.
A single fund partnership unlocks transformation across the entire portfolio. Assess five companies, transform three, operate two — all through one trusted partner.
When the platform is modern, the data is clean, and operations are automated, the exit story writes itself. Technology becomes a value driver, not a risk factor.
Most PE-backed companies operate on systems built for a previous era — on-premise software, manual workflows, spreadsheets as databases. The technology is a liability, not a lever.
A typical PE hold is 3–7 years. A 12-month platform build is a luxury. A failed first attempt is a disaster. Every quarter that passes without operational improvement is unrealized enterprise value.
Portfolio monitoring relies on spreadsheets emailed from 20 companies in 20 different formats. LP reporting is a quarterly fire drill. There's no unified view of performance — just assembled approximations.
Value creation partners know what needs to change. They rarely have the internal engineering team to make it happen — especially at the speed the portfolio demands.
ROI tied to enterprise value — built for investment committee presentation.
From outdated platforms into infrastructure the company owns and controls.
Portfolio monitoring, LP reporting, analytics — one source of truth.
Automation, agents, and intelligence embedded in business workflows.
Build, operate, and embed — wherever transformation needs to happen.
Technology transformation expressed in EBITDA impact, margin improvement, and operational leverage — not feature lists. Every initiative tied to the investment thesis.
What would take an internal team 12–18 months, we deliver in weeks to months. Pre-built architecture, proven playbooks, and engineers who've done this before.
A single fund partnership unlocks transformation across the entire portfolio. Assess five companies, transform three, operate two — all through one trusted partner.
When the platform is modern, the data is clean, and operations are automated, the exit story writes itself. Technology becomes a value driver, not a risk factor.
PE is unique because the transformation opportunity lives in two places — the firm's own data infrastructure and the technology inside each portfolio company. We serve both, and the two reinforce each other.
Whether we're building the fund's own data infrastructure or transforming a portfolio company's technology stack, the same service layers apply — configured for the context.

Transformation Workshop
The entry point for both fund-level and portfolio company engagements. A rapid, fixed-fee assessment that produces a prioritized AI transformation roadmap.

AI-Native Data Platform
A unified data foundation deployed in the client's cloud — at the fund level or inside portfolio companies — and managed on subscription.

Intelligence Layer
ML models, LLM workflows, AI agents, and custom integrations — built on unified data, embedded in existing tools, running in production.

Transformation Projects
Discrete, scoped projects that reshape the systems a company runs on. The service most specific to PE portfolio company transformation.

Continuous Operations
Forward-deployed engineers and AI agents on monthly subscription — operating at the fund level or embedded inside portfolio companies.

“PE is where our work has the most direct line to enterprise value. Every dollar of operational improvement flows straight to returns. We've seen it from both sides — building fund-level data platforms for firms managing hundreds of billions, and embedding in portfolio companies to rebuild the systems that constrain growth. That dual perspective, combined with staying at the frontier of what AI can actually deliver in production, is what makes the transformation real — not theoretical.”
Our PE work spans unified data platforms for firms managing hundreds of billions, complete platform rebuilds for PE-backed companies, and data engineering that drives measurable operational improvement.

Whether you need a data foundation at the fund level, a technology assessment across the portfolio, or a transformation partner embedded inside a company that needs to move fast — we've done this before, at scale, for firms that don't accept anything less than measurable results.