From thesis to working systems.
Four agents carry a portfolio company from management interviews to governed migration work: recorded evidence, a six-dimension readiness score, three financial scenarios, and a ranked intervention plan. Your billing, ERP, CRM, and compliance systems stay the systems of record.
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
The same system answers three executive questions.
Use the same evidence to identify where AI can affect enterprise value, which assumptions carry the estimate, and who signs off when approval is required.
CEO
See where AI creates material enterprise value first.
Replace a list of AI ideas with a ranked agenda: every intervention tied to modeled EBITDA contribution, a named owner, and an approval point.
CFO
Underwrite initiatives with traceable economics.
Formula-level rationale behind every score, three scenarios instead of one-point estimates, and an investment case an IC can interrogate. Scenario math is not accounting. Your finance systems still own the books.
CTO
Execute with governance, not architectural drift.
Supported migration paths, reusable skills, and connectors instead of a rebuild. The run record shows every tool call the agent made and the approval that let it proceed.
Enterprise AI programs stall on the systems, not the strategy.
The blocker is rarely conviction. It is that the workflow context, permissions, and approval logic an agent needs are locked inside systems that never had to explain themselves.
Legacy SaaS
The rule that gates a renewal or a credit memo lives inside a vendor workflow. An agent can read the record and still not know an approval applies.
Legacy APIs
Most APIs were built for developers. They describe what an endpoint accepts, not when an agent should call it or which approvals the call triggers.
Legacy Data
A model that can query a table still does not know which rows are current, which are restricted, or which set finance actually reconciles against.
Custom Apps
The business rule is a form validation and a screen sequence nobody documented. That rule has to come out as a tested workflow, not a bot clicking through the UI.
Give agents defined access to the systems they need.
Map the required data, actions, permissions, and approval points. Then build the supported interfaces and migration assets.
SaaS
Extract workflow logic, permissions, and operating context so agents can act through the systems your teams already use.
APIs
Define API endpoints as tools with explicit inputs, outputs, authentication, and usage guidance.
Data
Index approved records for retrieval. Keep source links and business context with the retrieved evidence.
Apps
Extract business rules from brittle interfaces. Rebuild each rule as a tested workflow with defined approvals.
Every stage produces an artifact the next stage can use.
Consult records the evidence. Assess scores it. Plan ranks the interventions. Execute runs approved work on supported migration paths.
Consult
Consulting Agent
The Consulting Agent records interviews, handoffs, contradictions, and bottlenecks in a structured evidence set.
Assess
Assessment Agent
Eight deterministic scoring engines turn that evidence into a readiness score and three financial scenarios, each with its assumptions attached.
Plan
Value Creation Agent
The Value Creation Agent links operating metrics to specific interventions and ranks them by modeled financial contribution.
Execute
Migration Agent
A selected plan becomes migration work against the systems your portfolio already runs. The active runtime uses supported templates, raises approval when risk thresholds apply, and records validation output.
Apply the same review method to each portfolio company.
Scoring inputs, approved delivery patterns, and tool mappings persist. The second portfolio company starts from the first one's work, not from a blank page.
MigrateForce
Submit the intake and the scoring engines run without scheduling an analyst
Typical project-based approach
Manual analysis, stakeholder drift, and repeated rework
Decision speed
MigrateForce
Every score links to the input and formula that produced it
Typical project-based approach
Black-box judgment that changes by team or consultant
Auditability
MigrateForce
The assessment populates the plan; the plan populates the migration queue
Typical project-based approach
Strategy decks and implementation teams split apart
Execution continuity
MigrateForce
Skills, tool mappings, and approval patterns carry to the next company
Typical project-based approach
Each project restarts from scratch
Portfolio reuse
The same safeguards on every engagement, every portfolio company.
The platform applies organization scoping, access controls, encrypted connections, and agent approval rules. Review the details in our Data Processing Agreement.
Tenant isolation
End-user database requests use Postgres row-level security to limit reads and writes by user or organization. Server routes use separate authorization checks before elevated access.
Access controls
Authenticated routes that handle portfolio data check the caller, role, and organization before they query records or start a governed action.
Hosted data protection
Connections are encrypted, and the hosting provider manages storage protections. Bring environment-specific requirements to the enterprise review. We will state what the current deployment covers.
Governed agent execution
When a migration crosses configured complexity or security thresholds, the run stops for a named approval. The session records the request, decision, messages, and tool calls.
Run an assessment from your operating context.
Score readiness from operating evidence. Review conservative, base, and aggressive scenarios with the assumptions behind each result. Free during beta; no sales call required.