How AI Readi Works for Private Equity
End-to-end flow from setup to results — two parallel tracks working in coordination
This page shows the complete product experience from both perspectives: what the PE operating partner does and what portfolio company users experience.
Setup & Configuration
PE creates the portfolio company tenant and configures the organizational profile
Creates company profile
OPTIONAL
Organization created as tenant. No users yet.
Strategic Direction
PE sets broad financial categories and targets that guide the company's AI priorities
Sets financial goals per company
Revenue Growth
+12%
Cost Reduction
-20%
EBITDA
+15%
People & Talent
High
Exit Readiness
18 mo
Cash Flow
+8%
Objectives pre-loaded and ready
PE goals stored. When company users arrive, matching objectives will be pre-selected.
Invitation & Onboarding
PE invites portfolio company leadership — they register and land in a pre-configured environment
Sends invitations to company leadership
Registers in pre-configured org
Welcome to AI Readi
Your organization has been pre-configured
Organization
Meridian Health Services
Industry (pre-set)
Healthcare
Execution & Monitoring
Portfolio companies run the 8-phase journey while PE monitors aggregate progress across all companies
Monitors portfolio-wide progress
4
Companies
41
Use Cases
74
Avg Score
Run the standard 8-phase journey
8-Phase AI Readiness Journey
Predictive Maintenance
Operations / Manufacturing
Continuous over the holding period
Stages 4 and 5 repeat as portfolio companies progress — monthly snapshots, quarterly reviews, annual objective updates
Typical PE holding period: 4-6 years
Results & Insights
PE drills into aggregate results — individual contributor data stays private within the company
Aggregate insights across portfolio
Top Use Cases Across Portfolio
Evaluation Dimensions
Individual data stays within the company
What stays private
PE sees only aggregated scores, rankings, and summaries — never individual contributor data