TRANSFORMATION CAPITAL FOR PRIVATE EQUITY
Systematic AI transformation that delivers measurable value creation. We speak EBITDA, not just efficiency metrics. Deploy in weeks, not quarters.
Four levels. Sequence matters.
Autonomous
AI handles complete workflows
40-60%
Cost Reduction
Accelerate
Predictive intelligence layer
3-5%
EBITDA Uplift
Automate
Eliminate manual processes
200-400%
ROI
Operate
Manual, reactive baseline
3-5%
EBITDA Leakage
COMPLIMENTARY
2-hour working session to identify which portfolio companies are best positioned for AI transformation and estimate the EBITDA improvement opportunity.
THE CHALLENGE
Your competitors’ portfolio companies are achieving 40-60% efficiency gains. The question isn’t whether AI will transform your industry—it’s whether you’ll capture that value.
Monthly close takes 3 weeks. Cash flow visibility is backwards-looking. Pricing optimization is guesswork.
Every transaction requires human touch. Growth = hiring. Revenue grows but margin stays flat.
4x efficiency gains possible
67% manage 5+ companies. Deep operational work impossible. Value creation plans not executed.
Only 18% of PE headcount
Critical knowledge lives in individuals, not systems. Acquired companies bring data silos everywhere.
No systematic playbook
Hold periods extending to 6+ years. Trillions stuck in exit pipeline. Buyers see transformation needs.
Missing multiple expansion
18-month projects delivering PowerPoints, not results. Pilots that prove concept but don’t scale.
No foundation built
AI PRODUCT SUITE
Battle-tested platforms generating measurable ROI across portfolio companies. Not concepts—production systems.
Enterprise Agentic AI Platform
Transform enterprise AI from isolated copilots to connected agents. epiphai orchestrates intelligent agents that think, act, and learn—securely within your private cloud.
Financial Intelligence Hub
Transform periodic reporting into continuous intelligence. Real-time visibility, proactive alerts, PE-style value creation tracking.
Business Operating System
AI orchestration layer for autonomous operations. Coordinates specialized agents, monitors interactions, routes to humans with full context.
USE CASES
Specific transformations with proven results across PE-backed companies
24/7 Customer Service Automation
AI agents handle inquiries, process requests, provide service information. Human escalation with full context when needed.
↑ 4x CSR efficiency improvement
Intelligent Scheduling & Routing
Optimize routes, handle reschedules, send proactive updates. Rebalance when techs unavailable.
↓ 30% reduction in no-access visits
Accelerated Monthly Close
Automate reconciliation, detect anomalies, standardize reporting across acquired entities.
78% faster monthly close
Pricing Optimization
AI identifies elasticity by SKU, tracks response in real-time, recommends data-driven adjustments.
2-5% margin improvement
Smart Payment Recovery
Predictive dunning, optimal timing, personalized outreach. Collections without damaging relationships.
15-25% DSO reduction
Deal Document Analysis
AI extracts key terms, flags risks, summarizes CIMs. Analysts freed for strategic work.
70% reduction in review time
Churn Prediction & Prevention
Identify at-risk customers before they leave. Proactive retention with personalized offers.
20-30% churn reduction
After-Hours Lead Capture
AI qualifies leads, generates quotes, follows up on abandoned carts. Never miss revenue.
24/7 lead response capability
PROVEN RESULTS
Not demos. Not pilots. Production results you can reference.
Manufacturing Client
ENGAGEMENT MODELS
Each level is a decision point. Capture value, then decide whether to continue.
Foundation
60-90 Days
Target: 200-400% ROI
Most Popular
Portfolio-Wide
6-12 Months
Target: 3-5% EBITDA per company
Fund Partnership
12-24 Months
Target: 40-60% cost reduction
SOCIAL PROOF
💬
This section will feature quotes from Operating Partners, Portfolio Company CEOs, and PE Fund Leadership.
GET STARTED
A complimentary 2-hour working session to assess your portfolio against the AI Value Creation Ladder. We’ll identify which companies are best positioned and estimate the opportunity.
