Each solution is designed around a portfolio company's unique operational data and economics — delivered for value creation in business operations.
AI Lead & Financing Approval Scoring
Every inbound lead receives two AI scores in seconds — likelihood to convert and likelihood of financing turn down — built on the company's own funnel data plus hundreds of external household-level data points. Best leads are called first; financing risk is flagged before rep time is spent.
$23M–$28M
Projected annual EBITDA impact, full company roll-out
Built for an $800M D2C home services roll-up — 9 brands, 35+ states; $10M–$12M of annual impact in the largest division alone. Model now owned and run by the client.
AI Churn Prediction & Account Health
Each account receives a churn risk score built from operational signals the company already generates — service quality, contact-center sentiment, billing friction, relationship cadence — with root causes attached. Account managers step in months before renewal, not after notice.
CFO Award
For Solution Innovation — leading financial services information & data company
Relevant for shipping / 3PL, facilities, managed services, security, equipment rental, parking & hospitality.
AI-Powered Pricing & Procurement Engine
For distributors, remanufacturers, and large-catalog sellers — SKUs scored daily on margin and demand from unified company and market data, flagging what to reprice, what to buy, and what to skip. Ranked actions daily, executed by people or AI.
$6.5M+
Incremental gross margin, first six months
Live in production at a PE-owned global parts distributor.
AI-Enabled Complex Data Unification
Acquisitions leave the same procedures, parts, and billing items coded differently in each business. AI matches and scores the codes; your team approves — producing one unified catalog in days rather than months, with new acquisitions plugging in at deal close.
Months → Days
Manual harmonization eliminated
Relevant for veterinary, dental / DSO, healthcare, collision repair, parts distribution, home & field services roll-ups.
AI Customer Support — Front Office
Agentic AI support grounded in live operational data, with a person as fallback. For a large rideshare fleet manager, we handle more than 5,000 driver calls a day — segmenting each call by need (billing, vehicle service, scheduling, complaints), assessing customer sentiment, and routing the most frustrated drivers to customer success managers daily.
>5K
Driver calls handled per day
Daily
Frustrated-caller escalations to customer success
Suited to any high-volume service business — status calls, scheduling, routine account requests.
AI Back-Office Automation
Document-heavy finance work — statement reconciliation, payables, cash application — read to the line by LLM document intelligence — digital or scanned — and matched to system records. Staff see only the exceptions; headcount and labor costs stop increasing with volume and each new acquisition.
Line-level
Document reading & matching
Exceptions only
Reach your staff
Example AI Solution: an AI statement-reconciliation engine for a multi-site automotive services platform — reads vendor statements to the line, matches them to posted bills, and surfaces only the exceptions. Designed for roll-ups, where every acquisition adds vendors and statements.
AI Revenue Leakage Recovery
AI that finds revenue the contracts earned — but the invoices never captured. Contracts, rate schedules, and amendments become an entitlement model; the engine reconciles entitled versus invoiced against the operational record of delivered work, and every finding carries its contract clause and the evidence, ready to send. Nothing is billed automatically — a person reviews the evidence and approves every recovery. One engine, repeatable across a services portfolio: a sponsor can deploy it company by company.
3–5%
Typical leakage in complex-contract services businesses
Direct EBITDA
Recovered dollars land in your own ledger, measured against a pre-agreed baseline
Fits any services business whose contracts carry escalators, surcharges, tiers, or minimums — facilities & business services, logistics & transportation, field & mechanical services, testing & inspection, managed IT, healthcare services.
