Build your portfolio's AI strategy before you commit
Set strategic goals for your portfolio companies and see which use cases fit. All free. When you're ready, see how use cases cascade through each business, bring companies onto the platform, and run their own evaluations.
Your PE onboarding path
Steps one through three give you real strategic output for free. The rest bring your portfolio companies onto the platform.
Set up portfolio company context
Pick industry, sub-industry, function, and AI maturity for each portfolio company. Everything else on the platform filters to match their reality.
What you get
- Organisational profile per portfolio company
- Industry and sub-industry classification
- AI maturity baseline
- Function and role mapping
Define strategic goals
Set financial targets for each company: EBITDA growth, cost reduction, revenue expansion, exit readiness. These drive which use cases show up and how they're ranked.
What you get
- Financial objectives mapped to investment thesis
- Measurable targets per portfolio company
- Objective-to-use-case alignment
- Thesis fit scoring criteria
Prioritise use cases
AI use cases get filtered by each company's industry, function, and maturity. You get a ranked shortlist, prioritised by ROI, showing which investments actually make sense for their context.
What you get
- Ranked use cases per portfolio company
- ROI-prioritised shortlist
- Feasibility scores per use case
- Context-specific recommendations
See value chain impact
See how prioritised use cases affect processes and capabilities across each business. You get the full picture: how AI investments connect to the financial targets you set, and how well they fit your thesis.
What you get
- Value chain impact mapping per company
- Process and capability dependencies
- Thesis alignment view
- Cross-company comparison of impact patterns
Invite portfolio companies
Invite portfolio company teams to run the full process on their own. Their workspace comes pre-configured with the industry context and objectives you already set. They complete evaluations independently; you see the results.
What you get
- Company invite with pre-configured workspace
- Objectives pre-loaded from your PE goals
- Full 8-phase process for company users
- Embedded profiles for PE analysts inside companies
Portfolio dashboard
Aggregate metrics across the portfolio: phase progress, active users, use case counts, monthly trends. Same framework, every company. Export for board and LP reporting.
What you get
- Cross-company aggregate metrics
- Monthly progress snapshots and trends
- LP and board-ready exports
- Per-company drill-down views
Aggregate sharing and alignment
Drill into any company's results: use case rankings, evaluation scores, value chain summaries. Compare trends across the portfolio, spot where to intervene, and get companies aligned on shared priorities.
What you get
- Use case rankings per company
- Evaluation dimension scores
- Value chain summaries
- Portfolio-wide comparison and alignment view
See what your portfolio looks like on the platform
Set up a portfolio company, define goals, and see which use cases fit. Free, no commitment.