Private Equity

Put AI to work where it moves the value of a portfolio company.

We implement AI and automation inside portfolio companies, in finance, operations and go-to-market, where it lowers cost, grows revenue and reduces dependence on key people. Then we document it the way the next buyer will diligence it.

Book a discovery call See governance and risk
Drawing: the value bridge An illustrative bridge from value at entry to value at exit. Three steps add to it: lower cost from automating preparation work, more revenue from pipeline built on signals, and a better multiple as documented systems reduce key-person dependence. An evidence log of every tool, model and control supports diligence at exit. Beneath, a 90-day deployment runs from assessment through build to documentation and hand-over. No figures are shown. Summit Logic Value bridge Dwg SL-0010 Sheet 1 of 1 Rev A Illustrative Value Entry 1 2 3 Cost Revenue Multiple Preparation automated Pipeline from signals Less key-person risk Exit Value created Measured in the statements 4 Diligence Evidence log Every tool Every model Every control Every owner Assess Build and deploy Document and hand over 90-day deployment per portfolio company
the problem

Pilots everywhere, production nowhere

Portfolio companies run lean finance and operating teams, and the hundred-day plan names initiatives nobody has the time to build. AI pilots start and stall, and when a buyer asks what the systems are and who controls them, there is no evidence file.

How it raises value

The mechanism, not a promised multiple. Results get reported as case studies when they exist.

  1. Cost

    Automating preparation work in finance and operations reduces headcount growth and cycle time.

  2. Revenue

    Go To Market builds pipeline from signals instead of spend.

  3. Multiple

    Documented, governed AI systems reduce founder and key-person dependence, which buyers discount.

  4. Diligence

    An evidence log of every tool, model and control, ready for the next buyer.

what we do

Implementation, not a slide deck

Think of it as a forward deployed engineer for the portfolio company. We work alongside the operating team, on site when it helps, to find the workflows where automation moves EBITDA, build and deploy the systems, and leave governance behind so the gains survive diligence.

  1. Agentic Development

    Find the workflows

    A value-creation assessment across finance, operations and go-to-market, ranked by what moves EBITDA and what it takes to build.

  2. Agentic Development

    Build and deploy

    Production systems in the company's own environment: close and reporting, receivables, operations workflows, with a named owner for each.

  3. Go To Market

    Build pipeline

    Signals, scoring and drafted outreach, with a person approving every message that goes out.

  4. Governance & Risk

    Leave governance behind

    Every tool, model and control written down, so the next owner can see what runs, who owns it and how it is checked.

infrastructure

For portfolio companies with serious compute needs

When a portfolio company is weighing a large compute, power or cooling commitment, we build the technical financial model behind the decision to buy, lease or use the cloud, and the financing strategy that goes with it, from the same desk that has designed and run HPC datacenters. See technical financial models.

how to start

A 90-day deployment per portfolio company

One company first. The same playbook extends across the portfolio once it has proven itself.

  1. 01

    The value-creation assessment

    Workflows mapped, initiatives ranked, and the first build agreed with the operating team.

  2. 02

    Build and deploy

    We work in the company's own systems, alongside the team, until the first workflows run in production.

  3. 03

    Document and hand over

    The evidence log, the owners and the controls, handed to the team that will run it.

Investment decisions are never automated

We provide operating and financing services to portfolio companies. Nothing we build makes or replaces an investment or valuation decision, nothing here offers securities or promises returns, and every system touching portfolio data runs under the sponsor's governance.

Start with one portfolio company

Tell us the company and the plan. We will tell you where AI and automation would move value first.

Book a discovery call

Financing is arranged with third-party lenders and is subject to lender approval.