AI systems for private equity.
The workflow pattern we see in this industry, and what we would build for it.
01
Mandate lands
The sponsor asks every portfolio company for an AI plan. Each one answers in its own format.
02
Opportunities listed
Use cases are gathered ad hoc. There is no shared scoring, so nothing is comparable across companies.
03
Initiatives funded
Projects start on conviction. Ownership is unclear and the EBITDA link is asserted, not instrumented.
04
Reporting drifts
Each company reports progress its own way. The operating team cannot see where value is moving.
A portfolio scan and scoreboard.
The same diagnostic run across portfolio companies, with every opportunity scored the same way and tied to a named EBITDA lever. A sponsor-level scoreboard shows adoption and progress in one view. The operating team keeps the final say on sequencing. The system removes the ad hoc lists, not the operating judgment.
10 to 14 weeks from kickoff to a live production system. We stay through adoption.
Eval harness
Checks agent outputs against a test set before release.
Reliability gates
Hard checks the system must pass before it ships.
Live production system
The working system in your stack, not a report.
Adoption Mile
To the 70 percent weekly-active bar by day 90.
Portfolio companies with a coherent AI plan
Under 25 percent
IllustrativeLag between platform adoption and bolt-on rollout
12 to 18 months
IllustrativeEBITDA improvement cited in portfolio AI benchmarks
Varies by company
Illustrative
Ranges are industry observations for orientation. They are not ClearForge results. Our results live on the proof page.
See the proofStart where every engagement starts. The fixed-fee Diagnostic maps this workflow across your portfolio in 2 weeks.
Starting point · Forge Diagnostic