Find where AI adds earnings across the portfolio, build it, and prove it.
One diagnostic model across the companies you choose, systems built where they add EBITDA, and results reported back to the operating team in one format.
The register
- 01Portfolio scan
- 02Diagnostic multipack
- 03Build where it pays
- 04Sponsor scoreboard
Step 01 · Every company on one model
Portfolio scan
Every company you choose, assessed on one model, so the outputs are comparable instead of a stack of unrelated reports.
Step 02 · Fixed fee per company
Diagnostic multipack
A fixed-fee two-week diagnostic per company. Each one ends with a scoped, priced build plan.
- 98%
- of sponsors have mandated AI adoption
- about50%
- of portfolio companies are actively implementing
Source: Accordion, The PE AI Adoption Benchmark, May 2026, n=150
The mandate is already in place across the industry. Execution inside the operating companies is where it stalls. That is the gap this work closes.
70%
Weekly-active adoption target by day 90, per company
2wks
Fixed-fee diagnostic per company, scoped build plan at the end
Step 03 · 10 to 14 weeks per build
Build where it pays
10 to 14 weeks from kickoff to a system running inside the workflow the operating team already uses.
Step 04 · Reported to the operating team
Sponsor scoreboard
Adoption per company, reported to the operating team. The target is 70 percent weekly-active use by day 90.
Case C · A PE operating team · Portfolio-wide
A PE operating team needed a portfolio view of AI.
3
Companies assessed on one model
8
Priority plays selected
12
Months in the execution plan
- 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?
- Each company's use of its systems, reported to the sponsor on a live adoption scoreboard. The target is 70 percent of the intended users active weekly by day 90. 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 does AI show up in EBITDA?
- Through three levers: more revenue from the same sales team, lower cost to serve each order, and less cash tied up in the work. Each opportunity gets a business case stated in earnings, from a baseline in the company’s own records, so it can go straight into the value creation plan.
- Can you assess AI value in a company we are buying?
- Yes. The same commercial and performance diligence that ranks AI opportunities in a portfolio company can run on a target before close, so the AI case is priced into the value creation plan from day one.
- 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.