For PE, VC & Investment Firms

AI fluency for the deal team. AI uplift for the portfolio.

Investment firms have two AI problems: making the deal team faster, and getting portfolio companies adopted without a $60K/year SaaS bill per company. I work on both.

For deal teams

→ Sourcing — AI-augmented research, target lists, market maps. Cuts hours off the weekly motion.
→ Diligence — memo drafting, document review, market sizing, expert-call prep.
→ IC prep — automated brief generation in your fund's voice and template.
→ Team enablement for the deal team — the whole team fluent on the AI-augmented workflow, not just one champion.

For portfolio companies

→ Enablement blocks for portfolio companies — recurring team engagements across the portfolio.
→ Thesis Sprints for portfolio cos figuring out where AI applies.
→ Implementation builds for portfolio cos that need execution muscle.
→ Team cohorts for ops teams or leadership groups inside portcos.

Why this works for funds

Block-hours pricing

Predictable, recurring engagements for repeated portfolio support — billable to fund or LP-friendly.

No vendor lock-in

Sovereignty is the default. Every artifact lives in a repo the company owns. When the company exits, your AI investment doesn't walk away with a vendor.

One partner, multiple portcos

Consistent quality, consistent playbook, consistent voice across your portfolio. Not a marketplace of strangers.

Let's map your fund and your portfolio.

A 30-minute call. We'll cover your deal team's current AI use, your portfolio's appetite, and 2–3 candidate engagements.

Book a call →