Rapid Portfolio Analysis for Private Equity

See portfolio-wide AI resilience and opportunity in as little as 2 weeks - with options up to 6 weeks for deeper validation.

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In weeks, you’ll have:

A clear portfolio-wide view of AI risk, readiness, and upside

A report discussed with you and our team of exited founders and consultants

Summary recommendations tied to investment or exit strategy

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

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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

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Full Review
6 weeks

Everything in Rapid & Focused, plus:

  • Comprehensive portfolio analysis

  • Structured management validation
    and detailed reports

  • Cross-portfolio insights and intervention plan.

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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

Define focus and scope

Analysis

PortCo research and scoring

Review

Discussion and tailored recommendations

  • AI Strategy & Direction

    We help you set a clear path for AI that supports your business goals.

    Spot the opportunities where AI will have the biggest impact

    Get leaders and teams aligned on priorities

    Build a practical roadmap for now and the future

    Secure executive buy-in across the organisation

  • Strong Foundations

    We make sure your data, tools, and guardrails are ready for safe and scalable AI.

    Put the right governance in place for ethical, secure AI use

    Assess and strengthen your data and systems

    Choose the best tools and partners (we’re independent, not tied to vendors)

    Manage risk and ensure compliance from day one

  • AI in Action

    We get AI working in your business, not just in theory.

    Integrate AI into your existing systems and workflows

    Unlock and connect the data you need for smarter decisions

    Ensure solutions are secure, reliable, and scalable

    Deliver quick proof-of-value projects to show real results fast

  • People & Adoption

    We make sure your people are confident and capable with AI.

    Upskill teams with the right knowledge and tools

    Embed AI into everyday operations, not just experiments

    Support change management and culture shifts

    Leave your teams with practical playbooks and skills they can apply long-term

  • Transformation Delivery

    We help you deliver your most important and complex initiatives.

    Provide experienced project and transformation leaders

    Drive critical projects to deadline and value delivery

    Align teams behind shared goals and timelines

    Keep execution tied tightly to strategy and growth

See our experience in action

How we’re supporting our clients

  • AI & data roadmap for a digital marketing agency

    We developed a 12-week data and AI roadmap for a digital marketing agency, delivering new solutions and preparing them for a financial event.

    Learn more

  • Technology Delivery Centre for a PE backed business

    We established a Technology Delivery Centre for a PE-backed business, creating scalable AI infrastructure, strengthening technology credentials and empowering teams to drive innovation

    Read more

  • Business growth strategy for an assisted living company

    We designed a business growth strategy for a modular bathroom company who specialise in assisted living.

    Learn more

  • New way of working for a global investment company

    We introduced a new way of working for a global savings and investment company, changing the way they took concepts from idea to production - whilst boosting their data & AI competency.

    Read more

  • Preparing a global consultancy for acquisition

    We combined deep financial insight and proactive negotiation planning to help our client secure a premium valuation in a complex global acquisition.

    Learn more