AI across the portfolio, not a pilot graveyard.
One diagnostic model across the companies you choose, systems built where they pay, and weekly-active adoption reported back to the operating team.
Start here
Thirty minutes with the founder. Bring one portfolio company and we will map where a system would pay first.
98%
Accordion's May 2026 survey of 150 PE operating partners found 98 percent of sponsors have mandated AI adoption while only about half of portfolio companies are actively implementing.
Source: accordion.com/the-pe-ai-adoption-benchmark
The mandate is not the constraint. Execution inside the operating companies is. That is the gap this work closes.
01
Portfolio scan
Every company you choose, assessed on one model, so the outputs are comparable instead of a stack of unrelated reports.
02
Diagnostic multipack
A fixed-fee two-week diagnostic per company. Each one ends with a scoped, priced build plan.
03
Build where it pays
10 to 14 weeks from kickoff to a system running inside the workflow the operating team already uses.
04
Sponsor scoreboard
Weekly-active adoption per company, reported to the operating team. The bar is 70 percent by day 90.
Case C - a PE operating team
A portfolio-wide AI diagnostic. They left with a prioritized execution plan.
Read the case study3
Companies assessed on one model
8
Priority plays selected
12
Month execution plan
- 01Portfolio AI scan
- 02Diagnostic multipack across portfolio companies
- 03Sponsor-level adoption scoreboard
Pricing: scoped with the sponsor.
Common questions
How do you work across a portfolio without running a separate engagement for every company?
One diagnostic model, run across the companies you choose. Each portfolio company gets the same two-week diagnostic on the same scoring model, so the outputs are comparable. The sponsor gets a ranked view of where AI is worth funding first instead of a stack of unrelated reports.
What does a portfolio AI scan actually produce?
A ranked list of workflows worth building across the portfolio, the companies where each play applies, an estimate of what it takes to build, and a sequence. In a recent portfolio engagement that was 3 companies assessed on one model, 8 priority plays selected, and a 12-month execution plan.
How do you measure whether portfolio companies actually adopt what gets built?
Weekly-active usage, reported to the sponsor. The bar is 70 percent of the intended users active weekly by day 90. It is tracked on a live adoption scoreboard so the operating team sees which companies are using their systems and which are not, without asking management for a status update.
How fast can one portfolio company get to a live system?
Two weeks for the diagnostic, then 10 to 14 weeks from kickoff to a system running in production inside the workflow the team already uses. The diagnostic prices and scopes the build before anyone commits to it.
Do you work with the management team or around them?
With them. The system is built into the workflow the operating team already runs, and adoption is the metric we are graded on, so a build that management will not use is a failed build. The sponsor gets visibility; the company gets the working system.
How is portfolio work priced?
Scoped with the sponsor. Single-company work starts with a fixed-fee diagnostic that prices the build before you commit. Portfolio work is scoped against the number of companies and the depth of the scan.
Bring one portfolio company. We will map it live.