AI transformation for private equity

AI transformation for portfolio companies.

We design, build, and ship the AI that moves the value stack — revenue, EBITDA, and working capital — with a defined payback. Then we scale what works across the portfolio.

An AI consulting and technology firm in New York. We specialize in mid-market portfolio companies, and work with both mid-market and large-cap sponsors.

What we do

Four terms buyers use. What each one means, and what you get.

These are not four products. They are four stages of the same job — decide what to change, build it, put it into production, and get it used. We do all four.

AI transformation

What it is: Changing how the work itself is done — the process, the decision rights, the data, and the way results are measured. The test is simple: is AI making an existing process faster, or letting you redesign the process? Only the second one is transformation.

What you get: A value map that ranks where AI moves revenue, EBITDA, and working capital; the redesigned workflow behind the top opportunity; and a 30-day Proof of Value that puts a number on it before you commit further.

Agentic AI implementation

What it is: Agents that carry out multi-step work on their own — pulling the data, making the call, taking the action — instead of waiting to be asked a question. Production-grade means access control, evaluation, logging, and a hand-off to a person when confidence is low.

What you get: Agents running against a real workflow — reconciliation, churn scoring, pricing, exception triage — with confidence scoring, monitoring, and the runbook your team uses to operate them after we go.

Applied AI

What it is: Not a stage — a discipline. Start from one named business problem and build the smallest system that moves its number. The opposite of buying a platform and then hunting for use cases to justify it.

What you get: One problem, one system, one metric it has to move — with the baseline measured before we start, so the payback is a number you can defend at the board rather than an estimate.

AI enablement

What it is: The readiness and adoption layer — the skills, workflows, and ways of working that decide whether the system is still used ninety days after launch. Building the model is the First Mile. This is the Last Mile, and it is where most AI programs stall.

What you get: Workflow and role redesign, training for the people who do the work, and adoption tracked as a number — not a launch email and a hope.

How fast

Ten-day sprints.

We work in ten-day sprints. Every sprint ends with something that runs — not a deck, not a roadmap. You see progress every two weeks, and you can stop whenever the math stops working.

Two weeks to scope it. A 30-day Proof of Value on your own data. Then production, adoption, and lift-and-shift to the next portfolio company.

See how we work

Where we work

Mid-market portfolio companies, where the data is messy and the operations are real.

We concentrate where operational complexity meets real data — distribution, logistics, financial services, and broadband — and go wide across the portfolio once the model is proven.

Customer churn & retention

Predict and prevent revenue loss before it happens.

Pricing & margin

Leakage recovery and price harmonization.

Working capital & order-to-cash

DSO, predictive collections, cash application.

Cognitive-labor automation

Billing, exception triage, compliance, claims.

Demand forecasting & inventory

Forecast accuracy, safety stock, working-capital release.

Acquisition integration

Institutional-knowledge capture and value capture across add-ons.

Find out fast whether the math works.

Two weeks to scope it. A 30-day Proof of Value on your own data. New York, NY — working nationwide.

Start with a Proof of Value
Helix Decision Science

AI Imagination to Application
At speed, scale, and profit.