AI Value Baseline for a portfolio company

Scope

• One portfolio company.
• Three to five AI initiatives or tools already in use. A copilot rollout, an accounts-payable automation, or a customer-service agent are examples of the kind of work, not a client list.
• A scoping call, then about four weeks. That timeline is typical, not a guarantee.

What you receive

1. An AI spend inventory and the total cost of each initiative.
2. A baseline for each initiative, with the data source named.
3. An attribution method and a confidence label for each initiative.
4. A value ledger mapped to EBITDA lines.
5. A one-page summary for the board or limited partners, with a keep, fix, or stop call for each initiative.
6. A quarterly measurement routine your team can run.

What we need from you

• A sponsor, usually the operating partner.
• A finance owner, the CFO.
• Read-only exports: general-ledger and accounts-payable detail for AI vendors, usage reports from the tools, workflow data from ERP, CRM, helpdesk, or HR systems, and rollout dates.
• Short interviews with the people who own each initiative.

Fee

Fixed fee, agreed in writing before work starts, based on scope. It never depends on what we find.