Book a Call • PE Portfolios & Operators

Get AI past the pilot and into the P&L.

Pick a time below. This is a working call, not a pitch. Come with the one AI problem that has not reached your numbers yet, and we will map the fastest path to a result your CFO would recognize.

Pick a time

This call is for you if

  • ✓ You run or operate a PE portfolio company and the board has mandated AI.
  • ✓ You are a value-creation or operating partner rolling AI across a portfolio.
  • ✓ A pilot works in a demo but never reached adoption or the P&L.
  • ✓ You want a working system and a measurable number, not another deck.

Bring these three things

  1. The one AI use case that is stuck before your numbers.
  2. Roughly who it touches and what it should move (hours, cost, margin, cycle time).
  3. Who signs off internally and by when.

Prefer to start in writing?

Send the details and I will reply within one business day.

Use the contact form →

I am offline from Friday sundown through Saturday night (Shabbat). Calls resume Sunday.

What to expect

Thirty minutes, no pitch

We pressure-test your stuck AI use case and I tell you, straight, whether it is worth doing and what it would take. If there is a fit, the next step is the AI Operating Diagnostic: a fixed-scope engagement that maps at least 3x its fee in annualized margin and ships one working AI workflow, or you keep the prototype and owe nothing more.

If it is not a fit, I will say so and point you somewhere useful. Either way you leave with a clearer read on where AI actually pays off in your business.