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For Private Equity

We work with operating partners and portco leaders to find the manual work and software waste in each company, then build the systems and AI employees that cut costs and grow revenue.

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After the Deal Closes

Every new portco comes with spreadsheets doing a database's job and tools nobody fully uses.

Multiple expansion won't carry returns the way it used to, so more of the value has to come from operations.

  • Software Consolidation

    Retire overlapping subscriptions and run on one system the team actually uses.

  • Order to Cash

    Orders entered, invoiced and collected without the retyping in between.

  • Speed to Lead

    Every lead and missed call gets an instant, consistent follow-up, around the clock.

  • Inbound That Converts

    AI responders answer, qualify and book inbound leads the moment they arrive.

  • Outbound That Scales

    AI SDRs prospect and follow up, so pipeline grows without adding headcount.

  • Reporting for the Fund

    One dashboard per company, built from the systems themselves, not monthly spreadsheets.

  • ProducifyX

    6+

    Tools Consolidated

  • Mike's Fences

    40%

    More Estimates Booked

  • Happy Endings

    290

    Orders Created by the AI Agent

  • Flume Internet

    4days

    Core System to Sign-Off

Every company gets live numbers from its own systems instead of a monthly spreadsheet. This is the KPI dashboard we built for a fiber internet provider, with work orders, meetings and sales activity pulled straight from Airtable, Gmail and Google Calendar. Our technology playbook for portcos and 100-day systems checklist go deeper.

Flume Internet's KPI dashboard: work orders by week, by technician and by building, and sales activity by rep

The owner of Happy Endings, a London ice cream maker, on running the business on one system.

“We went from losing orders every week to never missing one. The system just works. And it costs us less than our old software.”
Owner, Happy Endings

  1. Audit the First Company

    A two-week Systems Audit with process maps for every workflow and a costed roadmap. You get both either way.

  2. Build What Pays Back First

    Custom software and AI employees, built in sprints, with management following every task in one portal.

  3. Roll Out Across the Portfolio

    The same playbook in the next company, starting from what already worked.

  4. Report to the Fund

    A dashboard for every company showing exactly where the savings and revenue gains come from.

Builds for the kind of companies funds own: a staffing firm, a fiber internet provider and a food wholesaler.

See All Work
ProducifyXPlatform

The Operating System for a Modern Staffing Agency

A recruiting firm ran intake, screening, client updates and contracts across about a dozen tools. We built them one platform and now run it as their engineering team.

Tools consolidated
6+
Portals
2
Admin modules
11
Engagement
Since 2025
ProducifyX Connect · Pipeline
ProducifyX Connect applicant pipeline
Applying for a job on a phone
FlumeOperations

Building Flow: tracking fiber builds from portfolio to work order

An Airtable system that follows every building a fiber ISP is wiring, with sales activity, Zendesk escalations and Gmail and Calendar sync landing on the right record automatically.

Core system to sign-off
4 days
Follow-on contracts
2
Integrations
4
Engagement
2025 to 2026
Building Flow · Portfolio
Building Flow portfolio board
Happy EndingsAI + Operations

From inbox to recall: running a London ice cream maker on one system

An AI agent that turns wholesale emails into orders, a custom wholesale portal, and production, traceability and kitchen compliance in one Unstack workspace.

Orders created by the AI agent
290
Customer locations
388
Orders migrated
3,500+
Engagement
Since 2024
Happy Endings · Production plan
Happy Endings production plan built from open orders

What operating partners and portco leaders ask before we start.

Still have questions?Book a call.
  • Yes. We audit each portco, roll out what works across the portfolio, and give the fund a dashboard for every company showing exactly where the savings and revenue gains come from.

  • Ideally inside the first 100 days, when systems decisions are cheapest to make. We also work with companies mid-hold that need to show operational gains before an exit.

  • The CEO or GM and whoever owns operations. The operating partner stays in the loop, and everyone follows the work in one client portal.

  • No. We also work with owner-operators and searchers who have just bought a business. The playbook is the same: find the manual work, fix the foundation, then automate.

  • A two-week Systems Audit of one company, credited toward the build. You get the process maps and a costed roadmap either way.