We design practical systems and support that help your operators work with clarity, reduce manual effort, and keep your companies running the same way.
Portfolio Systems and Integration
The foundation of clean, scalable operations across multiple entities.
Operational diligence before or after an acquisition
Mapping the real workflows inside each entity
Finding where processes break and why
Standardizing SOPs so people stop reinventing the work
Multi-entity tech stack consolidation
Building the operating model your portfolio runs on
Best for: PE firms, HoldCos, or teams integrating new companies or cleaning up inconsistent processes.
Automation and AI for Operators
Practical tools that remove manual work and free your teams to do real work.
Automation of repetitive internal tasks
AI support tools for intake, scheduling, follow-up, reporting, and admin
“Quick win” workflows that create immediate lift
Multi-entity workflows that work the same across companies
AI agents that help operators reduce the busywork
ROI framing tied to labor hours and speed of execution
Multi-Location Enablement
A simple system that keeps every entity aligned without adding stress to operators.
Process standardization across locations
Role-based workflows for operators, managers, and admin teams
Unified dashboards that show what is working and what needs attention
Field team workflows for dispatch, service, patient care, or fulfillment
Cross-location visibility without extra reporting burden
Best for: Management teams running multiple sites
AI Enablement & Change Support
We help operators understand and trust the systems that run the work. Training stays practical and grounded so your teams know exactly how to use the tools inside their daily workflows.
Live or recorded AI sessions for operators and admin teams
Simple playbooks and clear examples tied to real workflows
Ongoing support that helps teams adopt the system and keep KPIs on track
Best for: Management teams introducing AI or upskilling a team
Fractional Operations and Advisory
Guidance, clarity, and on-the-ground support during periods of integration or scale.
Fractional operations support for newly acquired entities
Helping teams adopt the operating model and new workflows
Change support so the work “sticks”
Reviewing data, performance, and bottlenecks on a monthly basis
Training operators on the new systems
Being the extra pair of hands operators wish they had
Best for: Teams who want to stay focused on the real work while your systems evolve and strengthen.
Where This Work Matters and What It Creates
We design practical systems and support that help your operators work with clarity, reduce manual effort, and keep your companies running the same way.
Portfolio Scenarios We Support
These are the situations where operators and PE teams turn to us for clarity, consistency, and speed.
Common scenarios:
A newly acquired company that needs to fit into your operating model
Entities performing the same work in different ways
A search fund standing up its first operating system
Two companies being integrated with incompatible tools
A multi-location group with inconsistent workflows across sites
Leadership lacking reliable reporting from operators
Managers buried in manual admin with no time to improve
A portfolio struggling to onboard new entities smoothly
A PE team needing visibility without adding pressure to teams
Outcomes Our Work Creates
When workflows are clear and the manual work is reduced, operators move faster, make better calls, and feel less friction in the work.
You can expect:
Clear, documented workflows across entities
Faster and more consistent execution
Less manual work for operators and admin
Quicker onboarding of new entities
Unified reporting and cleaner data
Reduced tool sprawl
Smoother handoffs
A portfolio that “runs the same way” across companies
