
“We went from losing orders every week to never missing one. The system just works. And it costs us less than our old software.”
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.
Book a CallEvery 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.
Every new portco comes with spreadsheets doing a database's job, overlapping tools nobody fully uses, and good people spending hours on work software should do.
Multiple expansion won't carry returns the way it used to, so more of the value has to come from operations.
That's the work we do, inside the company, with the team that runs it.
Retire overlapping subscriptions and run on one system the team actually uses.
Orders entered, invoiced and collected without the retyping in between.
Every lead and missed call gets an instant, consistent follow-up, around the clock.
AI responders answer, qualify and book inbound leads the moment they arrive.
AI SDRs prospect and follow up, so pipeline grows without adding headcount.
One dashboard per company, built from the systems themselves, not monthly spreadsheets.
6+
Tools Consolidated
40%
More Estimates Booked
290
Orders Created by the AI Agent
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.

The owner of Happy Endings, a London ice cream maker, on running the business on one system.
A two-week Systems Audit with process maps for every workflow and a costed roadmap. You get both either way.
Custom software and AI employees, built in sprints, with management following every task in one portal.
The same playbook in the next company, starting from what already worked.
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.
PlatformA 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.


OperationsAn 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.

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

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.