Deal screening & disruption risk
Scan target companies for AI disruption exposure across pricing power, competitive position, moat durability, and workflow control before the market reprices the asset.
Industry Solutions / Private Equity
Underwrite the disruption risk. Then build the product that creates the value.
We build internal AI products for both sides of the PE lifecycle: pre-investment due diligence that surfaces AI disruption risk, defensibility, and value-creation opportunities, and post-investment operational tools that drive measurable margin improvement, revenue growth, and enterprise value across portfolio companies.
From deal screening to portfolio value creation
- 01Deal screening & disruption risk
- 02Technology due diligence
- 03100-day value plan
- 04Portfolio product build
- 05Operational rollup & reporting
- 06Cross-portfolio intelligence
Where work gets stuck
Critical workflows deserve more than another generic tool.
We begin with the operating reality, then design the product around the people, decisions, rules, and evidence already in the work.
Technology due diligence
Assess the target's current software stack, data assets, automation gaps, and AI readiness to quantify the build-vs-buy opportunity and estimate value-creation runway.
100-day value plan
Prioritize internal product investments based on ROI, timeline, and strategic fit. Identify which workflows to consolidate, automate, or rebuild first for fastest impact.
Portfolio product build
Design and build the internal AI products identified during diligence: unified data platforms, workflow automation tools, BI agents, and customer-facing intelligence.
Operational rollup & reporting
Standardize metrics across portfolio companies, track value-creation milestones, and report to the IC and LPs with real-time data instead of quarterly spreadsheet decks.
Cross-portfolio intelligence
Share learnings, components, and playbooks across portfolio companies so each investment benefits from the last one's build.
What we can build
One internal product, assembled around your operation.
Not a standard product you have to work around. A focused operating layer that can connect the tools and data you already use.
Built withOperating partners, deal teams, portfolio operations leaders, and portfolio company CEOs/COOs
Disruption diligence engine
AI-powered analysis of competitive landscape, disruption risk, and defensibility for any target company — the same engine behind Jetpack Zero.
Technology stack assessment
Inventory the target's SaaS spend, manual workflows, data silos, and automation opportunities with quantified savings estimates.
Value-creation roadmap
Prioritized build plan with estimated ROI, timeline, and resource needs for each internal product investment across the hold period.
Portfolio operations platform
Unified internal product replacing scattered tools across the portfolio company: CRM, ERP, reporting, analytics, and workflow automation in one system.
BI agent for portfolio leaders
Natural-language queries across portfolio metrics, deal comparables, and operational data — answers in seconds instead of analyst hours.
IC & LP reporting brief
Auto-generated investment committee and LP updates with real-time portfolio performance, value-creation progress, and exception alerts.
Evidence, not promises
Measurable impact for Private Equity.
These are deployment results and study findings, not forecasts for your business. We use them to establish plausibility, then model your ROI from your own volume, time, labor cost, error rate, and throughput.
estimated EBITDA impact
24-month value creation from internal AI products across portfolio companies.
Our PE diligence platformdiligence time reduction
Automated fact extraction and conflict detection replaces manual spreadsheet review.
Jetpack Intel deploymentsmargin expansion potential
Combined value creation initiatives across commercial, financial, and operational levers.
Evergence value creation modelsfaster deal screening
AI-powered disruption risk analysis replaces weeks of manual research.
Jetpack ZeroThe scorecard
Measure the product against operating outcomes.
- Deeper diligence with quantified disruption risk
- Faster value creation post-close
- Measurable margin improvement across portfolio companies
Try the Live Demo
Upload a data room, extract investment metrics automatically, detect conflicting values across documents, and search the content semantically. A working POC of our PE diligence intelligence platform.
Launch Diligence Demo →More Industry Solutions
Built for other operationally complex teams.
Start small. Prove value. Expand.
Show us one expensive workflow.
We’ll show you the internal AI product that can simplify it.
Start the conversation →