Shared AI platform across the portfolio
When each portfolio company builds its own automations, a fund holding twelve companies pays for twelve parallel engineering efforts, twelve security reviews and twelve ways to get it wrong. The same quoting, customer service or invoice processing logic is reinvented from one company to the next. That repetition inflates the portfolio's recurring technology costs and delays proof of value, just when LPs expect repeatable progress.
The automated workflow
A structured process for fast, reliable results.
Choosing the first use case
The process shared by several companies, whose shape recurs from one business to another, is identified: quoting, customer service, invoice processing.
Building the shared foundation
A common base is set up: model access, logging, cost tracking, security rules and connectors to the software most widely used across the portfolio.
Adaptation by company
Each portfolio company adjusts the configuration to its business and data instead of rebuilding everything. The second deployment costs a fraction of the first.
Consolidated steering
Adoption, costs and gains are tracked by company, to decide on extensions and document the trajectory at exit.
Tangible results
Up and running in 8 to 12 weeks
From specification to deployment, with visible results from the first few weeks.
Frequently asked questions: Shared AI platform across the portfolio
More workflows: Value Creation
AI diagnostic and 100-day plan for a portfolio company
After the acquisition, the window of attention closes quickly. The first board meeting takes place between day 45 and day 75, and management habits set soon after. The AI intentions written into the investment memo often remain principles, for lack of an on-the-ground diagnostic and levers quantified in euros. In its “2026 Private Equity AI Radar” (May 2026), FTI Consulting finds that only 7% of funds have taken AI to enterprise scale in their portfolio companies.
Custom business tools built with AI
Many portfolio companies run their business on a shared spreadsheet, email and software bought ten years ago. Scheduling jobs, producing quotes, tracking deals: every step involves re-keying and relies on the memory of one or two people. Building a suitable tool used to cost €150,000 and four to six months, a budget out of reach for a fifty-person company. AI-assisted development agents bring the project down to a few weeks and a fraction of the cost, finally putting a generational leap in technology within reach.
Website and digital journey redesign
An acquired company's online presence often dates from the previous generation: a site designed eight years ago, a journey that loses visitors before they get in touch, content left untouched since it went live. A well-run redesign usually takes thirteen to nineteen weeks and a median budget of €12,000 for an SME, a timescale hard to fit into a holding period where every quarter counts. AI-assisted tools shorten design and build, provided the editorial content is still written by people.
Ready to automate this workflow?
A free first call to assess the feasibility and ROI of this use case in your context.
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