4-6 Weeks | A Clear Picture of How the Work Really Runs
A focused audit that gives managers and PE teams a clear view of their workflows, bottlenecks, tech stack, and reporting challenges. The outcome is straightforward: clarity on what’s slowing the portfolio down and a practical roadmap for what to fix first.
Workflow and process maps
Bottleneck analysis
Tech stack and data review
Automation and AI opportunity model
90-day operating roadmap
Optional lightweight prototype
Honest recommendations – whether we’re the right fit or not
6-12 Weeks | Build the Operating System Your Portfolio Runs On
We turn the Audit into a working system your teams can rely on. This includes workflow standardization, multi-entity automations, AI support tools, and the integrations your teams need to remove repetitive work and run consistently.
