Rapid Portfolio Analysis
Understand portfolio-wide AI resilience and opportunity in as little as 2 weeks - with options up to 6 weeks for deeper validation.
AI is reshaping every sector, creating both risks and opportunities.
The companies in your portfolio will not all be affected in the same way - some are exposed to disruption, others hold untapped potential, and many differ in their readiness to act.
Our portfolio review gives you the insight to see where intervention is urgent, where acceleration will pay off, and where monitoring is enough - ensuring your capital and attention are focused where they create greatest value.
For every business, we assess:
Choose the depth that fits your portfolio
Rapid Review
2 weeks
AI-driven research and scoring across your portfolio
Headline resilience and opportunity assessment
Portfolio summary and discussion
Focused Review
4 weeks
Everything in Rapid Review, plus:
Targeted deep dives on priority companies
Portfolio dashboards and individual reports
Recommendations tied to investment or exit strategy
Full Review
6 weeks
Everything in Rapid & Focused, plus:
Comprehensive portfolio analysis
Structured management validation and detailed reports
Cross-portfolio insights and intervention plan.
How the process works - from first conversation to action
Every engagement starts the same way.
We agree your priorities, run a portfolio-level AI analysis across resilience and opportunity factors, then review the findings together.
From there, we scale depth as needed, from headline insights in 2 weeks to detailed company level plans in 4 and 6 weeks.
Discovery - we’ll work with you to define the focus and scope
Analysis - We’ll undertake portfolio company research and scoring - how we perform this is determined by the depth agreed at Discovery
Review - We’ll discuss the findings with you and provide tailored recommendations to the depth agreed at Discovery
You’ll work directly with experienced strategists and builders
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Alice Aspinall
Managing Director
Alice has spent her career working with financial services organisations, from innovative start-ups to large corporations and Big4 consultancy firms.
With a focus on enterprise value, Alice applies business, technology, and data solutions to drive transformation across industries.
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Jonathan Summers
Executive Chair
Jon is a serial entrepreneur with full life-cycle experience, having successfully built, scaled, and exited two data businesses within seven years.
Today, his focus is firmly on increasing the enterprise value of the organisations he works with – from transformation to transaction.
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Cameron Spiteri
Director of AI Solutions
A highly experienced and innovative developer, Cam has worked with some of the biggest financial services businesses in the world to build and scale new ideas.
Now, Cam is passionate about working with teams to deliver everything from PoCs to tough technical transformations.
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Malcolm Mathie
Director of Operations
Malc has successfully led and delivered some of the most complex data transformation and change programmes in the tech and data consulting industry.
Malc specialises in implementing new data technology, ensuring organisations can navigate the tech landscape with confidence.
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Sarah Brett
Director of Brand & Marketing
She has led the growth of the European Accenture AI, Mudano, and Sharktower brands, strengthening both external reach and internal culture.
With expertise in financial services, data, and behavioural science, Sarah excels at defining and articulating a business’s true purpose.
FAQs
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Minimal for our Rapid Review - it’s desk-based and relies mainly on public information and materials you already hold.
Our Focused Review involves collaboration, typically short virtual sessions with selected management teams to validate findings and provide context.
Our Full Review adds structured engagement, including validation workshops and portfolio-level synthesis sessions. Even so, it’s coordinated centrally to keep the process efficient and contained.
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For our Rapid Review, a list of portfolio companies and any summary materials or reports you’re comfortable sharing.
Our Focused Review adds targeted input from those responsible for portfolio companies - usually brief data clarifications, background documents, or short discussions to confirm findings.
Our Full Review involves more structured management validation, operational data where relevant, and existing transformation or investment plans. This depth enables a robust, evidence-backed portfolio view.
Each tier is designed to respect your team’s time while maintaining rigour and comparability.
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Every review applies the same framework - Resilience and Opportunity.
Resilience measures how prepared each company is to absorb and adapt to AI-driven change - from data and systems to leadership and operations.
Opportunity identifies where AI can unlock measurable value through efficiency, growth, or strategic advantage.
In our Rapid Review, we use AI-assisted desk research to score each company and surface headline findings.
Our Focused Review deepens that with qualitative input and targeted validation from investment leads.
Our Full Review extends across the entire portfolio with detailed, validated reporting and cross-portfolio themes.Each level gives you a comparable view of AI resilience and opportunity across your investments.
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No. Every assessment and recommendation is independent and vendor-neutral.
We focus on strategic fit, capability, and value creation, not platform sales.
That independence ensures our advice aligns fully with your investment objectives and exit horizons, not with any third-party solution.
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Yes. Implementation is where we create the most lasting impact.
We move beyond analysis to help shape and deliver what comes next, whether that means supporting high-risk businesses through immediate interventions, accelerating AI-ready companies, or building a Centre of Excellence that acts as a hub-and-spoke model across your portfolio.
Our team combines strategy, technology, and delivery expertise that enables us to guide your investors and management teams through roadmapping, capability building, and measurable execution, at your pace.
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Typical triggers include new fund deployment, early in a hold period to inform value-creation plans, or 12–18 months ahead of an exit to evidence AI maturity.
Many firms also use it as part of portfolio triage, ensuring attention and capital are directed where they’ll make the greatest impact.
Start the conversation
We’ll arrange a direct introduction with our senior team.
