Turn your AI thesis into systems that actually run.
Four agents walk a portfolio company from management interviews all the way to approved migration work — and hand you the evidence, the readiness score, three scenarios, and a ranked plan along the way. Your billing, ERP, CRM, and compliance systems stay exactly where they are.
I'm the PE Operating Partner -- rank the workflows where agentic AI creates the fastest EBITDA lift and package the downside, base, and upside case into one investment memo.
Consulting Agent
Intake • Evidence
Value Creation Agent
Plan • IRR
Assessment Agent
Scoring • Scenarios
Migration Agent
MCP • Skills • Agents
CEOs, CFOs, and CTOs ask different questions. The same system answers all three.
One shared evidence set shows where AI affects value, which assumptions that depends on, and who signs off before anything runs.
CEO
Know where AI actually moves the needle.
Every proposed intervention, ranked by the EBITDA it's modeled to add. Real options, not pitches.
CFO
Underwrite AI the way you'd underwrite anything else.
Every score shows its formula and inputs. Projections come as three scenarios. Your finance systems keep the books.
CTO
Ship it without giving up control of your architecture.
Reusable skills and connectors, not a rebuild. Every run records its tool calls and who approved them.
Most AI programs don't fail on strategy. They fail on the systems.
Everything an agent needs to act — the context, the permissions, the approvals — is locked inside systems that were never built to explain themselves to anyone.
Legacy SaaS
The rule that approves a renewal is buried in a vendor's workflow. An agent can read every record and still miss it.
Legacy APIs
API docs say what an endpoint accepts, not when to call it or which approvals that sets off.
Legacy Data
An agent can query a table all day without knowing which rows are current, restricted, or reconciled.
Custom Apps
Business rules live in screens and validations nobody wrote down. We rebuild them as tested workflows — not UI clicking.
Before an agent touches a system, we map what it's allowed to do there.
For each system, we work out the data, the actions, the permissions, and the approval points — then build supported interfaces the agent can actually use.
SaaS
Workflow logic, permissions, and context pulled out of your SaaS tools, so agents work through them.
APIs
Each endpoint becomes a tool an agent understands: inputs, outputs, auth, and when to use it.
Data
Approved records get indexed with source links, so every answer traces back to where it came from.
Apps
Rules buried in brittle interfaces become tested workflows, with approvals where they belong.
Four agents, each handing finished work to the next.
Nothing starts from a blank page: the evidence feeds the score, the score feeds the plan, and the plan feeds execution.
Consult
Consulting Agent
Talks with the people who run the business, recording handoffs, contradictions, and bottlenecks as evidence.
Assess
Assessment Agent
Eight deterministic engines turn that evidence into a readiness score and three financial scenarios.
Plan
Value Creation Agent
Maps your operating metrics to interventions, ranked by the financial contribution the model expects.
Execute
Migration Agent
Runs the plan on supported templates, stops for a human at any risk threshold, and keeps the record.
Do the work once, and the next company starts further ahead.
Scoring inputs, delivery patterns, and tool mappings all carry over — so your second portfolio company starts from what the first one taught you.
MigrateForce
Scoring starts the moment your inputs land
Typical project-based approach
Weeks of manual analysis, then rework
Decision speed
MigrateForce
Every score traces to its inputs and formula
Typical project-based approach
Judgment calls that change with the team you get
Auditability
MigrateForce
Assessment feeds the plan, then execution
Typical project-based approach
A strategy deck tossed over the wall
Execution continuity
MigrateForce
Skills, tool mappings, and approvals carry forward
Typical project-based approach
Every project starts from a blank page
Portfolio reuse
Every engagement runs with the same safeguards.
Details in our Data Processing Agreement.
Tenant isolation
Postgres row-level security scopes every read and write to your user or organization, and server routes check authorization before anything elevated runs.
Access controls
Any route touching portfolio data checks who's calling, their role, and their organization before it acts.
Hosted data protection
Connections are encrypted, and our hosting provider manages storage-layer protections. Bring specific requirements to the enterprise review and we'll say what's covered and what isn't.
Governed agent execution
A run that crosses a risk threshold stops for a named approver. The session records the decision and every tool call.
See what an assessment says about your company.
Bring your real operating context, get a readiness score, and check the assumptions behind every scenario yourself. No sales call in the way.