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AI Rollup Automation for Private Equity

Underwrite AI like every other line in the case.

A readiness score, three financial scenarios, and a ranked plan you can take to IC. Your ERP keeps the books — we never touch the system of record.

Book a walkthroughRead the methodology

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.

Consult · Assess · Plan · Execute

How it works

Each stage inherits the last. The memo your IC sees is the same evidence your operators execute against, so the second company starts from the first company's file.

Pipeline·Home

MigrateForce dashboard showing the four-agent pipeline and recent underwrites

Consult → Assess → Plan → Execute on one evidence chain.

Operating partners underwrite. Portco executives work from the same packet.

Head of Value Creation sets the case. The portfolio CFO and CTO see the same score, scenarios, and run record.

PE operating partner

IC memo with the assumptions still visible.

A readiness score, three scenarios, and a ranked plan — tied to the same evidence chain that execution will use.

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

CFO / portco finance

Every number has a formula you can check.

Deterministic scoring. Projected IRR and MOIC labeled as projections. Your ERP keeps the books.

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

CTO / portco tech

Agents propose. A named human decides.

Supported paths, approval gates, and a full run record. The agent does not get the last word.

  • Governed execution on supported templates
  • BYOK for LLM providers

Diligence and delivery

The memo and the migration have to be the same file.

When diligence lives in a deck and delivery lives in a ticket queue, nobody can say whether the underwrite was right.

Two files

Diligence and delivery drift apart

  • Memo in a slide deck
  • Work in a ticket queue
  • No place to attach projected versus actual

One evidence chain

The IC packet is the run record

  • Same assumptions at IC
  • Same file in the governed run
  • The next company starts from this one

Fit check

If it is not a fit, we will tell you.

If what you have is not ready for agent-driven workflows, we tell you what to fix first and do not waste your quarter.

Read the contact commitment

Workflow Capture

Turn a recording into a Skill.

Record how the work is done today, match each step to your MCP tools, and publish it as a Skill agents can run. Steps execute through those tools, not by replaying browser clicks.

20 × 78 scored · 9 skill verticals · 16 migration artifacts

Open sample pack

Current limits

What we have not proved yet.

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

See About

First engagement

Underwrite one target before your next IC.

Two to four weeks from evidence intake to IC-ready memo, assuming management is available for interviews. Range, not a guarantee.

Book a walkthroughRead the methodology

Three financial scenarios · Method published