AI & Technology Value Creation Partner for Private Equity Backed Portfolios

We work with PE Portfolio companies to make decisive AI and technology decisions that hold up to PE timelines and create an EBITDA impact within a 90-day operating window.

Book a $0 Assessment
See How It Works

90-day

Operating window to EBITDA impact

15–30%

Cost reduction in 90–180 days

50–70%

Faster delivery via AI-first platforms

4

Core service pillars, all with free entry points

Trusted by referenceable, high-performing PE portfolios as an outcome-obsessed value creation partner.

// Services

Services for PE-Backed Portfolio Companies

Most portfolio companies we work with face critical technology blockers: data chaos after acquisitions, board pressure to deploy AI, TCO of legacy systems, and expensive inflexible SaaS that is not futuristic. We deliver fully services grounded in PE reality.

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Data Services

Data Services for PE-Backed Portfolio Companies

PE portfolio companies struggle with data siloed across acquisitions, can't report consolidated financials, and lack the data infrastructure needed for AI initiatives.

Data integration post-acquisition: Consolidate reporting across acquired entities in 45-60 days
Data quality and remediation: Assess and fix quality issues blocking AI, analytics, and decision-making
Data pipeline engineering: Modern ETL/ELT, data warehouse and lake implementation
Data migration: Move data across systems, platforms, clouds while maintaining business continuity
Analytics and visualization: Self-service BI, board reporting automation, KPI dashboards tied to value creation metrics
Data readiness for AI: Evaluate if your data can support AI use cases, identify gaps, prioritize fixes
Start with a Free Data Modernization Assessment using Migratix We'll assess your data quality, integration gaps, and AI readiness. You'll get a prioritized improvement plan with cost estimates in 2 weeks. Usable even if you don't hire us.
Get Free Data Assessment
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AI Services

AI Services for PE-Backed Portfolio Companies

Portfolio companies face board pressure to deploy AI but don't know which use cases create ROI, whether to hire AI teams, or if their data is ready.

AI use case modelling: Prioritize opportunities by ROI, focusing on cost reduction and margin improvement
AI governance frameworks: Spending controls, use case scorecards, 30/60/90 kill gates
Micro GCC’s: Small, focused teams (3-5 people) with 2-week ramp, aligned to specific use cases
AI strategy for PE timelines: What to deploy now, what to delay, hiring decisions (Chief AI Officer vs. vendor platforms)
Start with a Free AI Use Case Sprint We'll identify 2-3 high-ROI AI opportunities for your business, focusing on operational efficiency. You'll get prioritized use cases with ROI estimates in 2 weeks.
Get Free AI Use Case Sprint
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Custom Software Development

Custom Software Development for PE-Backed Portfolio Companies

Portfolio companies pay for expensive SaaS that doesn't solve for their unique use case, need temporary capability augmentation, or want to build revenue-generating features without permanent headcount.

Custom software to replace SaaS: Build tailored solutions when subscription economics don't make sense
Capability augmentation: Temporary team expansion (2-4 week ramp) without permanent headcount
Revenue-enabling product features: Build customer-facing capabilities that create new revenue lines
Project-based execution with clean exits: Your team can maintain independently, no forced dependency
Building complex software from the ground up
Start with a Free Scoping Session. We'll understand your custom software development requirements and provide a project plan with a timeline and cost estimate.
Schedule Free Scoping Session
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Application Modernization

Application Modernization for PE-Backed Portfolio Companies

Legacy systems create exit risk, eat maintenance budgets, and block acquisition integration. But portfolio companies can't afford 3-year modernization timelines.

Legacyleap assessment: AI-powered code analysis quantifies technical debt with remediation costs in 1 week (not 8 weeks manual)
Incremental modernization: Target high-cost applications, 30-50% maintenance reduction in 12-18 months
Post-acquisition codebase analysis: Understand acquired systems in 1-2 weeks using Legacyleap and Explayn
Documentation and knowledge capture: Reduce key person dependency, prepare for developer transitions
Cloud migration and containerization: Where it reduces cost and improves scalability
Start with a Free Application Modernization Assessment using Legacyleap. We'll analyze your codebase, quantify technical debt, and provide a prioritized modernization roadmap with cost estimates in 1 week. You own the analysis regardless of what you do next.
Get Free Modernization Assessment
// How We Create Value

We generate direct bottom-line impact by moving three value levers:

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Margin Improvement

F&A automation, cloud optimization, application rationalization. Every dollar of tech spend examined against EBITDA impact.

15–30%
cost reduction in 90–180 days
02

Speed to Value

Data integration and pipelines in 60 days. Consolidated reporting in 45 days. AI POCs in 2–4 weeks. Modernization assessments in 1 week.

45 days
cost reduction in 90–180 days
03

Decision Quality

AI use case clarity with ROI. Exit readiness with no diligence surprises. Build vs. buy economics. Repeatable integration architecture.

Zero
cost reduction in 90–180 days
// Our Accelerators

Our Accelerators That Enable Rapid Value Creation for Portfolio Companies

Most portfolio companies we work with face critical technology blockers: data chaos after acquisitions, board pressure to deploy AI, TCO of legacy systems, and expensive inflexible SaaS that is not futuristic. We deliver fully services grounded in PE reality.

Agentic Application Modernization Platform

A comprehensive Gen-AI powered modernization platform with specialized agents that analyze legacy codebases, generate technical and functional documentation, recommend target architecture, automate code conversion and deliver 100% functional parity.

Book a $0 Assessment

Data Modernization Accelerator

An end-to-end data modernization platform that analyzes legacy ETL estates, maps data lineage, converts fragile batch pipelines into standardized cloud-ready workflows, and validates functional parity across the full data stack.

Try Migratix on your data estate for $0

Conversational BI Platform

A conversational BI platform powered by LLMs that sits directly on your enterprise data. Business users ask questions in plain English and get context-aware analysis, summaries, and answers from live data without writing queries or waiting on analysts.

Claim free 1-year access

Code Intelligence & Documentation Platform

A source code intelligence platform that converts raw code into functional documentation, architecture diagrams, API maps, and dependency graphs. Gives teams complete application visibility without relying on the people who originally built it.

Get a Free Codebase Scan

AI-Powered QA Automation Platform

An AI-powered QA platform that combines agentic test generation with domain QA specialists. Auto-generates 70% of test cases across functional flows, integrations, and edge cases, giving you complete coverage without growing your QA headcount.

Automate Your First Test Case for $0
// Get Started

Every engagement starts with a free assessment

No commitment required. We'll assess your situation and give you a prioritized plan with cost estimates - usable even if you don't hire us.

Response within 24 hours
A senior consultant reviews your submission personally
Free assessment in 1–2 weeks
Prioritized plan with cost estimates, yours to keep
No sales pitch
Grounded in your PE timeline and EBITDA reality
No spam. No SDR sequences. A real consultant will reach out.