One AI program.Every portfolio company.
Train the deal team, then run the same proven rollout across each portfolio company, adapted to its business. One partner, one playbook, and a read-out the operating partners can compare across the portfolio.
A practical 30 minutes: what fits, what to do first, and who does what.
Why run AI at the portfolio level
Operating partners keep getting the same question from every portfolio CEO: what should we be doing with AI? Answering it company by company, with a different vendor each time, is slow and impossible to compare.
More than one of our engagements started the same way. A firm brought us in to train its own team, liked the result, and asked us to do it for the portfolio. The work is different at each company, but the shape is the same: find the few workflows where AI saves real hours, train the people who own them, build what needs building, and measure it.
Running that shape across the portfolio does three things a company-by-company approach cannot. The playbook improves with every company it runs in. The operating team gets comparable read-outs instead of anecdotes. And each new company starts from what worked at the last one, not from zero.
We work with the tools each company already pays for, Claude or ChatGPT, and we keep every company's data separate.
What the program covers
Deal team and operating partner training
Claude and ChatGPT on the firm's own work: diligence reading, memo drafting, market scans, model review. The team leaves using it daily, and able to judge AI claims in the companies they look at.
Portfolio company AI assessment
A short, standard read on each company: where AI would save the most hours, what the team already uses, and what it would take. Written the same way every time, so they compare.
Repeatable portfolio rollouts
The same proven rollout at each company, adapted to its business: a leadership cohort, function-specific sessions for finance, sales or operations, and the first builds.
Builds where the value is
Agents, automations and connectors scoped per company, and reused across companies when the same problem shows up twice, which it usually does.
Portfolio read-out
One view for the operating team: what each company trained, shipped and adopted, and where the next round of effort should go.
Data kept per company
Every company's documents, accounts and builds stay in its own environment. Nothing learned at one company's data is carried to another.
Want a sample portfolio plan?
Leave an email and we will send back how we would sequence the first three portfolio companies, and what the firm's own team would get first.
Who this is for
Built for firms that want AI to show up in the value-creation plan, not just the pitch deck.
How it runs
Firm
Train the deal team and operating partners on their own work. Agree which portfolio company pilots.
Pilot company
Assessment, leadership cohort and first builds at one company. The playbook gets written down as it runs.
Roll out
The next companies run the playbook, adapted to each business, on a schedule the operating team sets.
Read-out
One comparable view across the portfolio, and a decision on where the next round goes.
Who does what
- Design and deliver the training at the firm and each company
- Run the assessments and write the read-outs
- Build and hand over the agents and automations
- Keep the playbook current as the models change
- An operating partner who sponsors the program
- A named owner at each portfolio company
- Time for each cohort to attend and practice
- Introductions and access at each company
Frequently Asked QuestionsWhat teams ask us before they start.
Do we have to commit the whole portfolio up front?
How do you handle different tools at different companies?
Is portfolio company data kept separate?
Can you train in person?
What does it cost?
Talk to us about your portfolio
Thirty minutes with the operating team. Tell us which companies are asking about AI, and we will sketch how the firm and the first pilot would run.