Products

From the ledger
to the fund model.

We build agentic systems into the work each portfolio company runs on, from accounting and the CRM to purchasing and support. Every system writes to one data model, so the fund sees every company on the same terms.

The stack

Built from the bottom up.

Every company gets the same stack. We start where its data already lives, build agents into the daily work, and measure what changes. Then each company rolls up into one model for the fund.

Systems of record.

We connect to the ledger, the CRM, billing, payroll and the data warehouse the company already runs. Nothing is replaced on day one: agents read from these systems and write back to them.

  • ERP and general ledger
  • CRM
  • Billing and payments
  • HRIS and payroll
  • Data warehouse

One model of the business.

Customers, contracts, invoices, suppliers and people are matched across systems into one company data model, kept current and traced back to the source rows.

  • Entity matching
  • Source-row lineage
  • Access controls

Finance and accounting.

Agents reconcile accounts, match invoices to purchase orders, chase collections and draft the month-end package. Anything above a set threshold waits for a person to approve it.

  • Reconciliations
  • Invoice matching
  • Collections
  • Cash forecasting
  • Month-end close

Revenue and CRM.

Agents keep the CRM accurate, catch billing errors before they reach customers, price quotes from past deals and flag the renewals most at risk, with the reasons why.

  • Pipeline hygiene
  • Quoting
  • Billing checks
  • Renewal risk

Operations.

Purchasing, inventory, scheduling, maintenance and support run on the same data. Agents sort the queue, draft the replies and flag the exceptions, so teams spend their time on the hard cases.

  • Purchasing
  • Inventory
  • Scheduling
  • Maintenance
  • Support triage

Every company, measured.

The company model turns the layers below into the numbers management runs on: KPIs, the value creation plan, and the savings each system delivers, reconciled to the ledger.

  • Company KPIs
  • Value creation plan
  • Savings reconciled to the ledger

One model for the fund.

Each company model rolls up into an in-house model for the fund. Returns, risk and progress are measured from the bottom up, on the same terms, with every answer traced to its source.

  • IRR and MOIC
  • Value creation bridges
  • Leverage and covenants
  • Cash flow and liquidity
  • Risk exposures
  • Company KPIs

Start with one
portfolio company.

Tell us about the business and where agents could help. We’ll come back with where we would start and how we would measure it.

Get started Enterprise Solutions