Who we help
Who we help
US middle-market private equity. Two readers, one method.
Operating partners
Start with one portfolio-company Baseline. Then apply the same method and the same templates across the portfolio, so results are comparable and roll up into one fund-level ledger for the investment committee, limited-partner updates, and exit preparation.
The question is not where the next tool should go. It is what the spend already made returned, company by company, and how confident that figure is. The same method is what makes a fund-level AI value ledger possible: cost, result, and a confidence label, ready for the board and for limited partners.
Accordion's PE AI adoption benchmark (Q2 2026), a vendor survey of technology and AI operating partners, reports that 29% include AI impact in board and LP reporting. The same page reports that 44% say buyers ask about AI-enabled finance in diligence, and that 9% have seen a demonstrable premium in a completed deal. Sample size was not shown on the source page. Those figures are a reason to keep evidence. They are not a promise of a premium.
Accordion, 2026 (opens in a new tab)
When firms ask
Post-close and the 100-day plan
Measurement Setup, so AI in the value-creation plan can be measured from the start.
Budget and renewal season
Keep, fix, or stop, with the ledger as the evidence.
The annual LP meeting
A fund-level rollup.
Add-on acquisitions
An Add-on Baseline for the company that was acquired.
Twelve to eighteen months before a sale
A Pre-exit AI Value Pack.
Portfolio CFOs
You own the number.
AI value, counted the way finance counts.
Findings come to you first. The method is written down. The quarterly routine is handed to your team, so finance can run it without us. The work is built for the moment the board asks what AI returned, or a renewal or a new AI purchase needs a case.
The useful answer ties AI spend to outcomes and maps it to EBITDA lines. Each figure is marked measured, estimated, projected, or not yet attributable. Hours saved stay labeled as hours saved until finance can show where the capacity went.
CloudZero's 2026 report, a vendor survey of 260 finance leaders, 135 of them CFOs, says that only 22% can tie AI spend to outcomes, and that 66% of boards condition further AI funding on proof of return.
How we work across a fund
The engagement letter names who the client is and who sees what. One portfolio company's data never goes to another portfolio company. A fund rollup shows only what each company has agreed to share.