AI readiness roadmapFor investors: AI across the companies you own
Know which companies are ready for AI, before you fund it.
Every portfolio company now has an AI plan on a slide. We test it against how the company really runs: which processes and data can carry AI today, where it will pay, what must be fixed first, and who approves what the agents do.
The roadmapFour stages, from mapping to agents, company by company
From mapped knowledge to agents that run the work.
Read left to right: each company’s mapped knowledge feeds one hub; the hub forms a live model of the company; agents work on that model. A portfolio company is ready for the next stage only when the one before it holds.
1 · Knowledge modules
- Process mapping
- Data governance mapping
- From the diagnosis
- Decision mapping
- Roles and responsibilities
- Applications and infrastructure
- Organization and workforce
- Financial and economic
2 · Knowledge hub
Corporate knowledge hub
One connected, always-current model
- Processes
- Data governance
- Decisions
- Roles
- Applications
- Organization
- Financial
3 · Organization model
Organization model
A live model of how the company works
4 · AI agents
- SalesPipeline, quotes, follow-ups
- MarketingCampaigns, content, segments
- FinanceClose, invoices, controls
- OperationsPlans, orders, exceptions
A named person approves before anything goes live
AssessmentWhat the portfolio readiness assessment covers
One readiness view across the portfolio.
Step 01: Readiness by company
For each company, which processes and data are ready for AI and which must be fixed first, from its own systems.
Readiness register per company
Step 02: Where AI pays
The processes where AI would move margin or cash, sized from each company’s own data, not from a vendor’s case study.
Value levers by company
Step 03: Controls and human gates
Where a named person approves before anything an agent does goes live, so the board can sign off on it.
Control specification
Step 04: The order of work
Which companies go first, which fix their data first, and what the fund rolls out from one company to the next.
Portfolio roadmap
By deal stageWhere the readiness view is used
The same view, at every stage of the deal.
- Before you sign
Test the target’s AI story
The AI claims in the management case, checked against the target’s real processes and data.
- During the hold
An AI plan per company
AI initiatives in the value-creation plan, each tied to a process, a KPI and an owner.
- Across the fund
One view for the board and LPs
Every company’s AI readiness and progress on one standard view, from live data.
DeploymentWhere the platform runs
Architecture that meets the data where it lives.
- Maximum isolation
On-premise
On each company’s own servers.
- Dedicated boundary
Private cloud
In your own tenant.
- Selective federation
Hybrid
Workloads split by sensitivity.
- Country control
Sovereign
Inside the jurisdiction.
A prerequisite for regulated, sensitive and sovereign portfolios.