AI ROLLUP For family offices Book a briefing
AI for the businesses you own

Roll AI into the businesses you already own.

Your companies still run on manual work. Our engineers go inside them and put AI to work in the daily operations, so gross and EBITDA margins rise and each business is worth more, to hold and to sell.

Book a briefing See the journey
  1. 01 · Assess Find the margin in what you own

    We map each company's work and size where AI cuts cost and lifts margin.

  2. 02 · Embed Put AI inside the daily work

    Forward-deployed engineers build AI into the tools each team already uses.

  3. 03 · Realize Higher margins, higher value

    More cash while you hold, and a stronger price when you sell.

Your journey

From first call to a portfolio that runs on AI.

You keep the businesses and the people. We bring the engineers who put AI inside them, and we stay until the margins show it.

Works best in
  • Accounting
  • Insurance brokerage
  • Property management
  • IT services
  • Home services
  1. 1
    Before anything changes

    Portfolio review

    We go through the businesses you own with you and choose where to start: the companies where AI can move margin most.

    You getA ranked view of the AI upside across your portfolio.

  2. 2
    Inside each company

    AI assessment

    Our engineers walk the workflows, systems and data, and size what AI can take on, what it costs and what it returns.

    You getA costed plan with margin targets for each company.

  3. 3
    On site

    Engineers embed FDE

    Forward-deployed engineers join the company. They sit with the team, find where the hours go and build AI agents into the tools people already use.

    You getAI live in the daily work, and a team trained to run it.

  4. 4
    Every month

    Optimize

    Agents take on routine work while people approve what matters. We keep tuning cost, speed and service, and track gross and EBITDA margin.

    You getA monthly value report for your board.

  5. 5
    Across the portfolio

    Roll out

    What works in one company carries to the next on a shared AI layer, so every rollout is faster than the last.

    You getOne AI layer across everything you own.

  6. 6
    Hold or sell

    Realize the value

    Higher margins mean more cash while you hold, and a stronger story and price when you sell.

    You getA business worth more, with the numbers to show it.

Forward-deployed engineers

We don't hand over a strategy. We put AI inside the business.

Every company in your portfolio gets forward-deployed engineers (FDEs): engineers who work inside the business, next to its people, until AI runs as part of the daily work.

  1. 1 · Map

    Find where the hours go

    They sit with the team, follow the real work and list the repetitive tasks worth handing to AI.

  2. 2 · Build

    Wire AI into existing tools

    AI agents go into the systems the company already runs: email, CRM, accounting, scheduling.

  3. 3 · Train

    Bring the team along

    Staff learn to work with the agents, check their output and own the results.

  4. 4 · Run

    Improve and report

    They keep improving and report the gains. People approve anything that touches money, clients or compliance.

Own businesses that run on manual work? Let's find the margin.

A short, confidential call about your portfolio and where AI can lift margins.

Book a briefing