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AI Rollup Automation for Private Equity

Build an AI value creation case you can defend.

Assess one company. Compare three financial scenarios. Take a ranked plan to your investment committee, with the assumptions open for review.

Book a walkthroughScreen a target

A 30-minute walkthrough. No pre-work required.

See the product first

Sample IC packet for Meridian HVAC showing Consult, Assess, Plan, and Execute on one evidence chain, with a readiness score of 79, grade B, and three scenarios.

How it works

From management evidence to an execution plan.

Follow one company through Consult, Assess, Plan, and Execute.

Carnot, Consulting Agent

Understand how the company operates.

Meridian HVAC

Carnot · Consulting Agent

Three businesses. Three service systems.

Carnot interviews management and records workflows, friction, and owners. Here, finance combines service records by hand to compare performance across the group.

Finding
Reporting depends on a monthly spreadsheet handoff.
Evidence to review
Finance interview · service reporting walkthrough

Over the hold. Return to the operating record as workflows and owners change.

Carry the reporting gap into the readiness assessment.

Sponsor, operator, and investment committee judgment stays with people.

Kelvin, Assessment Agent

Test the investment case.

Meridian HVAC

Kelvin · Assessment Agent

What has to be true for the case to hold?

Kelvin tests the investment case across six readiness dimensions and writes the memo with assumptions visible. Here, the cases depend on adoption of a shared reporting workflow.

Conservative
One business adopts the workflow; manual checks remain.
Base
All three businesses adopt a common reporting workflow.
Aggressive
Shared data also reduces reconciliation work across the group.

Over the hold. Re-run the underwrite when the facts change.

Review the assumptions with finance before choosing the scope.

Scenarios are estimates, not promises of earnings, returns, or an exit date.

Joule, Value-Creation Agent

Choose the work to prioritize.

Meridian HVAC

Joule · Value-Creation Agent

Start with the service reporting handoff.

Joule benchmarks operating metrics, diagnoses root causes, and models exit scenarios to prioritize the work. Here, the first priority is a shared service reporting workflow.

First scope
Map service records and agree on common reporting fields.
Accountable owner
Group finance lead
Measure
Hours spent preparing and reconciling the monthly report.

Over the hold. Review the intervention ranking as new operating results come in.

Confirm system access and a supported migration path.

The plan does not constitute a valuation opinion.

Willis, Migration Agent

Review the changes before they run.

Meridian HVAC

Willis · Migration Agent

Review one integration before expanding.

Willis delivers approved changes on supported migration paths and records the run. Here, a human reviews the proposed service integration before execution.

Proposed scope
Expose the service API through tools for the reporting workflow.
Review
Change bundle, access rules, and validation requirements.
Decision
Awaiting approval · no execution has started.

Over the hold. Use the run history and corrections to inform the next approved change.

Inspect validation results before accepting the completed work.

Existing finance, billing, customer, and compliance systems remain the systems of record.

One plan for the investment and operating teams.

Give each decision-maker a clear view of the case, the assumptions, and the work ahead.

PE operating partner

Make the investment case.

Review readiness, projected returns, and the interventions behind the plan before committing capital.

  • IC-ready memo with visible assumptions
  • Start with one target before your next IC

CFO / portco finance

Check the assumptions.

Compare the financial scenarios and review the inputs. Keep projected returns separate from realized results.

  • Three scenarios, not a single-point estimate
  • Scoring logic you can check

CTO / portco tech

Scope the delivery work.

Check supported migration paths, review proposed changes, and approve governed execution.

  • Governed execution on supported templates
  • Reviewable changes and run records

Start with one company

Bring a target. Find the questions worth asking.

Use a walkthrough to review the product against a company or operating problem you have in mind.

  1. 01

    Review readiness

    See which management inputs and operating evidence inform the assessment.

  2. 02

    Compare the case

    Inspect three financial scenarios and the assumptions behind them.

  3. 03

    Discuss the first scope

    Identify the evidence, system access, and owners needed for a pilot.

Book a walkthrough

Fit check

Check the fit before a pilot.

Review your available evidence, system access, and delivery owners with us before deciding what to take on.

Discuss your use case

Reusable playbooks

Capture reusable portfolio playbooks.

Inspect a sample playbook to see how a workflow can document inputs, tool access, and review steps.

Inspect the sample playbook

Current limits

Evaluate with clear expectations.

MigrateForce is pre-revenue and in beta. We do not publish customer case studies until we have evidence and permission to publish them.

About the team and beta

First engagement

Have a company in mind?

Walk through the assessment with us, or explore a directional target screen on your own.

Book a walkthroughScreen a target

30-minute walkthrough · No pre-work required