AI Implementation for PE Portfolio Companies

We Help YouTurn AI Into EBITDA

We're Logan & Matt. We deploy Claude, Codex, and Copilot at PE-backed teams and make sure they stick.

Book a Free Portfolio Analysis See Your EBITDA Impact →

What Changes When AI Actually Works

Not theory. These are the workflows we set up at real portfolio companies.

Your Sales Team Closes Faster

AI handles the grunt work so your team spends time selling, not researching.

Prospect research pulled in seconds, not hours
First-draft proposals generated from your CRM data
Territory mapping and account planning done in minutes

Your Finance Team Does in Hours What Took Days

DCFs, board decks, variance reports. AI builds the first draft so your team focuses on the analysis.

DCF models and scenario analysis built in minutes
Month-end close accelerated. Reconciliations, commentary, journal entries
Ad hoc analysis requests turned around same-day instead of next-week

Your Ops Team Stops Drowning in Manual Work

Contract reviews, compliance checks, inventory. AI handles the repetitive stuff so your team can focus.

Vendor contracts analyzed and renegotiation opportunities flagged
Transform raw, messy data into clear options your operators can act on immediately
Benchmark every cost line against industry data without hiring a consultant

M&A, Procurement, and Contracts. Done Faster.

Target acquisitions, find portfolio-wide synergies, and review every contract at AI speed.

Target potential acquisitions in minutes. Screening, comps, and preliminary valuation before the first call.
Cross-portfolio procurement synergies identified automatically. Same vendor, different prices, flagged instantly.
AI reads every contract in your portfolio and extracts key terms, renewal dates, and risk clauses in seconds

Months of Fumbling vs. Weeks to Full Adoption

Most teams watch a few demos, then adoption stalls. We compress the curve — weeks, not quarters.

Without consulting

0+ months

to meaningful adoption

With Day Horrigan

0 months

to meaningful adoption

Time saved

—

faster time-to-value

Typical adoption curve for tools like Claude Code, Codex, and Copilot across a 50-person team

See it in action

9 Minutes from Raw Data to Dashboard

Watch a P&L dashboard get built from scratch using Claude Code. 9 minutes and 30 seconds of real time, not a mockup.

See the Impact on Your EBITDA

Plug in your portfolio company's financials. See what AI could mean for margins and enterprise value.

Illustrative estimates based on industry benchmarks. Actual impact varies by company and implementation scope.

Annual Revenue$31M

$5M$1000M

Cost of Goods Sold$20M

$1M$27.9M

SG&A Expenses$7M

$500K$10M

EBITDA Multiple10x

6x18x

Current

$4M

Conservative

$4.3M

EV: $2.9M at 10x

Moderate

$5.0M

EV: $9.8M at 10x

Aggressive

$5.9M

EV: $18.9M at 10x

Current EBITDA

$4M

12.9% margin on $31M revenue

Conservative

Automate reporting, data entry, and document processing.

Cost Savings

$175K

SG&A: $175K

Revenue Acceleration

+$310K

1.0% lift. EBITDA impact: $110K

New EBITDA Margin

13.7%

+0.8% improvement

Enterprise Value Impact

$2.9M

at 10x EBITDA multiple

Moderate

AI across ops, procurement, and supply chain workflows.

Cost Savings

$755K

SG&A: $455KCOGS: $300K

Revenue Acceleration

+$620K

2.0% lift. EBITDA impact: $220K

New EBITDA Margin

15.7%

+2.8% improvement

Enterprise Value Impact

$9.8M

at 10x EBITDA multiple

Aggressive

Full AI integration. Custom automations and team-wide adoption.

Cost Savings

$1.5M

SG&A: $700KCOGS: $800K

Revenue Acceleration

+$1.1M

3.5% lift. EBITDA impact: $385K

New EBITDA Margin

18.3%

+5.4% improvement

Enterprise Value Impact

$18.9M

at 10x EBITDA multiple

Talk to Us About Your Portfolio

Tools we deploy

Claude

GitHub Copilot

Cursor

Codex

ChatGPT

Claude

GitHub Copilot

Cursor

Codex

ChatGPT

Free Portfolio Analysis. Live on the Call.

Pick a portfolio company. We'll show you where AI moves the needle.

Book a Free Portfolio Analysis See how we work →