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.
You see every proposed intervention ranked by the EBITDA it's modeled to add — so you're choosing between real options, not fielding pitches.
CFO
Underwrite AI the way you'd underwrite anything else.
Every score shows the formula and inputs behind it, and every projection comes as three scenarios your IC can pull apart. Your finance systems still own the books.
CTO
Ship it without giving up control of your architecture.
You get reusable skills and connectors, not a rebuild. And when an agent runs, the record shows every tool call it made and who approved it.
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 decides whether a renewal goes through lives deep in a vendor's workflow. An agent can read every record and still walk right past the approval that matters.
Legacy APIs
Your API docs tell an agent what an endpoint accepts. They don't say when it should be called — or which approvals firing it will set off.
Legacy Data
An agent can query a table all day and still not know which rows are current, which are restricted, and which ones finance has already reconciled.
Custom Apps
Years of business rules live in form validations and screen sequences nobody ever wrote down. We rebuild them as tested workflows — not a bot clicking through the UI.
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
We pull the workflow logic, permissions, and context out of your SaaS tools so agents can work through them — not around them.
APIs
Each endpoint becomes a tool an agent can actually understand: what goes in, what comes out, how to authenticate, and when to use it.
Data
Approved records get indexed for retrieval with source links and context attached, so every answer can be traced back to where it came from.
Apps
The business rules buried in brittle old interfaces get rebuilt as tested workflows, with approval steps exactly 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 actually run the business, and records the handoffs, contradictions, and bottlenecks as evidence you can point to later.
Assess
Assessment Agent
Turns that evidence into a readiness score and three financial scenarios, computed by eight deterministic engines with every assumption attached.
Plan
Value Creation Agent
Connects your operating metrics to specific interventions, then ranks them by the financial contribution the model expects from each one.
Execute
Migration Agent
Carries out the plan on supported templates, stops and asks a human whenever a run crosses a risk threshold, and keeps the validation 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 — no analyst to book
Typical project-based approach
Weeks of manual analysis, then rework as stakeholders drift
Decision speed
MigrateForce
Every score traces back to its inputs and its formula
Typical project-based approach
Judgment calls that change with whichever team you happened to get
Auditability
MigrateForce
The assessment feeds the plan, and the plan feeds the migration queue
Typical project-based approach
A strategy deck tossed over the wall to an implementation team
Execution continuity
MigrateForce
Skills, tool mappings, and approval patterns carry to your next company
Typical project-based approach
Every new project starts over from a blank page
Portfolio reuse
Every engagement runs with the same safeguards.
Details in our Data Processing Agreement.
Tenant isolation
Your data stays yours at the database level: Postgres row-level security scopes every read and write to your user or organization, and server routes run their own authorization checks before anything elevated happens.
Access controls
Any route that touches portfolio data first checks who's calling, what their role is, and which organization they belong to — and only then queries or acts.
Hosted data protection
Connections are encrypted, and our hosting provider manages protections at the storage layer. If your environment has specific requirements, bring them to the enterprise review — we'll tell you plainly what the current deployment does and doesn't cover.
Governed agent execution
When a run crosses a risk threshold, it stops and waits for a named person to approve it. The session records that decision, along with every tool call around it.
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.