From thesis to working systems -- without ripping out what runs your portfolio.
MigrateForce gives PE teams one workflow to capture management evidence, underwrite AI readiness, plan interventions, and execute supported migration work. Your billing, ERP, CRM, and compliance systems remain 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.
One evidence base shows where AI can affect enterprise value, which assumptions drive the estimate, and who approves execution.
CEO
See where AI creates material enterprise value first.
Replace scattered AI ideas with a ranked agenda tied to growth, operating leverage, and execution capacity.
CFO
Underwrite initiatives with traceable economics.
Assessment output includes formula-level rationale, three scenarios, and a decision-ready investment case instead of one-point estimates. Scenario math is not a substitute for accounting -- your finance systems still own the books.
CTO
Execute with governance, not architectural drift.
Use reusable skills and connectors to run supported migration work. Approval gates and run records show what the agent did.
Enterprise AI programs stall when systems and approvals are not ready.
The bottleneck is not whether teams believe in AI. It is whether systems, workflow context, and execution controls are ready for agents to do real work.
Legacy SaaS
Agents cannot create leverage if they cannot access the workflow, data, and approvals that run the business.
Legacy APIs
Most APIs serve developers. They do not define when an agent should use an endpoint, what input it needs, or which approvals apply.
Legacy Data
Raw tables do not become useful because a model can see them. Agents need retrieval-ready, governed, business-aware data structures.
Custom Apps
Custom application interfaces hide business rules and approval steps. Agents need defined system access instead of screen-by-screen workarounds.
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
The assessment model turns operating evidence into a traceable investment case with multiple scenarios and explicit assumptions.
Plan
Value Creation Agent
The Value Creation Agent links operating metrics to specific interventions and ranks them by modeled financial contribution.
Execute
Migration Agent
Supported templates, connectors, approval gates, and validation steps turn an approved plan into migration work against the systems your portfolio already runs.
Apply the same review method to each portfolio company.
Keep scoring inputs, approved delivery patterns, and tool mappings so teams can inspect and reuse them in later engagements.
MigrateForce
Structured analysis begins as soon as the required inputs are available
Typical project-based approach
Manual analysis, stakeholder drift, and repeated rework
Decision Speed
MigrateForce
Scores, scenarios, and supporting evidence shown together
Typical project-based approach
Black-box judgment that changes by team or consultant
Auditability
MigrateForce
Assessment output feeds the plan, and the plan feeds delivery
Typical project-based approach
Strategy decks and implementation teams split apart
Execution Continuity
MigrateForce
Teams can reuse approved skills, patterns, and tool mappings
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
Organization scoping and row-level security policies protect covered product records, with authorization checks at the application boundary.
Access Controls
Authenticated handlers and role or organization checks restrict access to portfolio data and governed actions.
Hosted Data Protection
Hosted services use encrypted connections and provider-managed storage protections. Confirm environment-specific requirements during enterprise review.
Governed Agent Execution
Migration runs can stop for an explicit approval decision before execution. Agent sessions retain status, messages, and tool activity where the workflow supports them.
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.