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How PE Firms Grow Portco EBITDA With AI

Watch how we cut software and manual costs across a portfolio, and capture the revenue that slips through.

Trusted by operators in finance,healthcare, retail and services.

  • ProducifyX
  • Adogy
  • TRBL
  • Neighbors Bank
  • SunMed Growers
  • Mike’s Fences
  • Flume Internet
  • Happy Endings
  • California Psychology Center
  • Noble TeleHealth
  • Reuben Oliver

Each of these takes a bite out of EBITDA, and every one of them can be fixed.

  • Software[01]

    Too much spent on software.

    Six tools glued together, and still waiting on someone else’s roadmap for the feature you need.

  • Leads[02]

    Leads lost before anyone calls.

    Calls go unanswered and follow-ups never happen, so revenue walks out the door.

  • Manual work[03]

    Teams stuck on manual work.

    Skilled people retyping the same data between systems, day after day.

  • Visibility[04]

    No clear view across portcos.

    Guessing where each company stands, from data you don’t even own.

Lower costs, more revenue, and a live view of both across the fund.

  • Cut Costs

    We retire the software you work around and automate the manual work, so the savings land on the P&L.

    Book a Call
    • Software retired
    • Manual work automated
    • Systems you own

    Saved per year, across the fund

    $1.6M

    • Software: $600K
    • Fulfillment: $500K
    • Calls: $300K
    • Data entry: $200K

    Illustrative figures. Every dollar saved, traced to the line it came off.

  • Grow Revenue

    AI employees answer, follow up and book every lead, day and night.

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    • Inbound Responder
    • Follow-Up Agent
    • Outbound SDR

    Revenue added by AI employees

    +$5.2M

    $2.6Mto EBITDA
    • Inbound Responder$2.3M44%
    • Follow-Up Agent$1.7M33%
    • Outbound SDR$1.2M23%

    Illustrative figures. Revenue by the AI employee that brought it in.

  • Portco Dashboards

    A live dashboard for every portco, showing exactly where each gain comes from.

    Book a Call
    • Every portco, one screen
    • Savings by line
    • Revenue by source

    EBITDA lift across the fund

    +$4.2M

    • Portco 01+$1.35MLive
    • Portco 02+$1.6MLive
    • Portco 03+$1.25MLive
    • Portco 04—Building
    • Portco 05—Audit

    Illustrative figures. See where every company stands, live.

Two of the businesses we have built for, and what changed.

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
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 operators say once the systems are live and the manual work is gone.

“Isaac came in, mapped out our workflows, and built us a custom platform that handles what used to take hours. Our team can actually focus on growing the business instead of putting out fires.”
George ZimnyCo-Founder @ ProducifyX
Book a Call

    We don’t guess. We map how your portcos actually run, build what moves the numbers, and stay on to keep improving it. Most clients are live in 4–8 weeks.

    1. Step 1: Audit

      A full audit of how the business runs — visual process maps and SOPs for every workflow, so you see exactly where time and money go.

    2. Step 2: Identify

      We pinpoint the bottlenecks and the biggest opportunities: the software and fulfillment costs to cut, and the revenue being left on the table.

    3. Step 3: Build

      Custom software, AI employees and automations, scoped to the business and built in sprints. Working software along the way, no surprises.

    4. Step 4: Deploy & Train

      We launch it, train your people on the systems and on Claude, ChatGPT and Unstack, and make sure it works in the real world — not just in a demo.

    5. Step 5: Keep Improving

      As the business changes, the systems should too. We stay on, track the gains, and keep making it better.

    Straight answers to what operating partners and portco leaders ask before we talk.

    Still have questions?Book a call.
    • Most clients are live in 4–8 weeks, and some automations take days. You get a clear timeline on the first call, not a vague estimate.

    • 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.

    • We build in sprints and show you working software along the way, not a big reveal at the end. If something isn’t right, we fix it before you’ve paid for a finished product.

    • No. We deploy the systems, train your people on them and on Claude, ChatGPT and Unstack, and stay on to keep improving them.