Portfolio and Partner Programmes
About Portfolio and Partner Programmes
For lower-mid-market private equity funds (roughly 5 to 15 portfolio companies) with an AI line in the value-creation plan and nothing underneath it. One operating-partner relationship gives the fund a repeatable diagnostic across portfolio companies, rather than a different consultancy conversation at each one.
What the Programme Contains
- Rapid screening across portfolio companies, producing comparable opportunity and readiness scores
- One or two repeatable workflow plays applied across companies, leading with finance workflows, then broadening
- Investment cases denominated in EBITDA, working capital or exit readiness
- A common assurance and measurement framework across the portfolio, so results are comparable at fund level
- Scoped per portfolio: individual company engagements run as 2 to 3 week diagnostics and 8 to 12 week production sprints
The Problem It Addresses
- Portfolio companies running fragmented systems and manual workarounds
- No comparable view of AI readiness or opportunity across the portfolio
- Value-creation plans that name AI without a costed route to it
Selective co-builds
Where a portfolio company or partner holds proprietary data that creates durable advantage, in pricing, allocation, risk or operational decisions, we co-build with shared risk. This is the exception. The repeatable programme is the offer.
Proof and Credibility
- InoGen's delivered engagements sit behind every workflow play in this programme
- Externally partnered, customised builds reach deployment roughly twice as often as internal builds (MIT NANDA)
- 2 to 4 week scoped proofs with external specialists are the engagement mode mid-market funds favour