Drive AI Value Creation
Across Your Portfolio
Train your PE team first, then roll out to portfolio companies — customized by industry, measured by ROI.
Why PE Firms Need a Portfolio-Wide AI Strategy
Portfolio companies are adopting AI tools without coordination. You need a standard — not more noise.
Shadow AI Risk
Portfolio companies adopting AI tools ad hoc — no governance, no security review, no coordination across the portfolio.
No Portfolio-Wide Standard
Each company reinventing the wheel. No shared playbook, no benchmarking, no way to compare AI maturity across investments.
Generic Training Fails
Off-the-shelf AI courses don't stick. Teams need to build tools for their actual workflows — not watch demos of someone else's.
No Measurable ROI
Board decks say "we're exploring AI" but can't quantify impact. No time savings data, no tool inventory, no certification framework.
Two Phases: PE Team First, Then Portfolio
Build internal AI capability before rolling out across your investments.
Train the PE Team
Your deal team and operating partners go through the 12-week Accelerator first. Build internal AI capability before rolling out.
- Build deal evaluation and screening tools
- Create executive due diligence workflows
- Develop portfolio monitoring dashboards
- Establish AI governance standards
Roll Out to Portfolio Companies
Each portfolio company gets a 12-week cohort with curriculum customized to their industry.
- Industry-tailored content per portfolio company
- PE team provides oversight and benchmarking
- Shared AI maturity framework across portfolio
- Standardized ROI reporting to LPs
Not Hypothetical — Built During the Program
These tools were built by PE professionals during the ADOPT Method™ Accelerator. Real problems, real solutions, real impact.
Executive Screen Deep Dive
AI-powered executive background screening that surfaced risks standard Google searches missed. Now used for ongoing portfolio company executive monitoring.
Deal Evaluation AI
Screening time cut from days to hours. Gets teams 60–70% of the way through deal evaluation, freeing analysts for higher-value judgment calls.
Capital Call Accounting AI
Automated capital call processing that cut per-entry time by 60%. Built by a team member who started the program saying “AI is scary.”
Proven Results with PE Firms
3 of 5 Winning Tools
75%+ Year 1 ROI
What Your Team Will Build
Practical AI workflows built for private equity — from deal sourcing to LP reporting.
Deal Evaluation & Screening
AI-powered deal screening that gets teams 60-70% of the way through evaluation, freeing analysts for higher-value judgment calls. Cut screening time from days to hours.
Due Diligence Workflows
Executive background screening that surfaces risks standard searches miss. AI-enhanced market analysis and competitive intelligence for faster, deeper diligence.
Portfolio Monitoring
AI dashboards that track portfolio company KPIs, flag anomalies, and generate board-ready reporting. Standardized AI maturity framework across all investments.
LP Reporting & Governance
Automated capital call processing, standardized ROI reporting, and AI governance frameworks that satisfy LP requirements and regulatory expectations.
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Frequently Asked Questions
We start with your PE team first — deal team and operating partners go through the 12-week Accelerator to build internal capability. Then each portfolio company gets its own cohort with curriculum customized to their industry. Your team provides oversight and benchmarking across the portfolio.
Absolutely. Each portfolio company gets a tailored curriculum based on their industry, team size, and AI maturity level. We've delivered customized programs for companies in restoration, healthcare, energy, real estate, and financial services — all within the same PE firm's portfolio.
ROI tracking is built into the program from Week 1. Every participant logs time savings and tool usage daily. We provide portfolio-level dashboards showing AI maturity scores, tools built, and quantified impact — ready for LP reporting and board decks.
We recommend operating partners, deal team members, and key support functions (finance, legal, IR). Managing partners often participate too — in one cohort, the Managing Partner personally co-built the first-place Innovation Competition tool.
Consultants build tools for you. We train your team to build tools themselves. The ADOPT Method™ creates lasting capability — your team ships 3+ production AI tools during the program and has the skills to keep building after we leave.
Ready to Drive AI Value Creation?
Custom-scoped for your portfolio. No generic programs — every cohort is tailored to your companies' industries and workflows.