PRIVATE EQUITY · BACK-OFFICE AUTOMATION
END-TO-END PROGRAM · IN PROGRESS
Back-office AI automation across a 15-company PE portfolio
Problem
A mid-market PE fund with 15 vertical SaaS portfolio companies (healthcare, compliance, field services, workforce management) had significant operational inefficiency in the back offices of every portco. Manual AP processing, compliance reporting, invoice reconciliation, and internal ops workflows were consuming FTE capacity that should have gone toward growth. Each company was solving the same problems in isolation, with no shared playbook.
What we built
We ran a portfolio-wide workflow diagnostic to map the highest-friction back-office processes across all 15 companies and rank them by automation potential and ROI. Then we deployed in waves, building and shipping AI-powered automation for AP intake and routing, compliance report generation, contract data extraction, and internal ops, including agents that handle exception routing end to end. Each build was designed as a reusable component so subsequent portcos got to production faster than the first. We stood up a governance framework and an AI operating model across the full portfolio in Month 2.