Portfolio ValueStrategyAssessment
Portfolio AI Readiness Assessment
Growth Equity Fund · Growth equity firm (12 portfolio companies)
See more solutions for Private Equity →8/12
companies launched AI initiatives within 6 months
€2.1M
estimated annual efficiency gains identified
4
shared AI vendors negotiated at portfolio level
The Challenge
The fund wanted to identify AI opportunities across their portfolio but lacked a systematic approach. Each company had different tech stacks, data maturity, and operational challenges.
The Solution
- Developed standardized AI readiness framework with 40 assessment criteria
- Conducted workshops with each portfolio company leadership team
- Created prioritized use case roadmaps per company
- Built shared playbooks for common patterns (support, sales, ops)