AgentOps / Private equity
AgentOps for private equity firms
We drive down operating costs and make your team more efficient by handing the repeat work to AI agents, one area at a time, starting with a guaranteed pilot.
Your value creation plan needs more margin in less time. At most of your companies, good people lose their week to orders, bills, the close and reports. We hand that repeat work to AI agent pods, one company and one area at a time. Then we take what works to the next company.
Use this if you own several companies, you want more EBITDA in the hold without new hires, and you want one plan that works across the portfolio.
In one short call, we map every department, find your 3 biggest time drains, and show what fixing them is worth. Free, and yours to keep.
What AgentOps does for your portfolio
The agents take the repeat work. You and each management team decide what to do with the time back.
Win 1
Margin you can track
Each pod has a before-and-after measure agreed up front. Your team sees the cost-out in the numbers, not in a slide.
Win 2
Grow without hiring
Add-ons and new customers don't have to mean more office staff. The pods take the extra orders, bills and reports.
Win 3
One playbook, many companies
Pods that work at one company get written down. Then they roll out to other companies that do the same work.
By department
The repeat work most portfolio companies share
A plant, a services firm and a brand sell different things. But their back offices do much of the same work. The Hand-Off Map finds each company’s biggest drains.
Finance and month-end close
- Match bank and card activity to the books
- Prep close checklists and journal entries for review
- Chase missing receipts and approvals
Accounts payable
- Match bills to purchase orders and receipts
- Flag bills that don't match
- Key bills into the system
Billing and collections
- Build invoices for review
- Send payment reminders
- Log payments
Order desk and customer service
- Enter orders from emails and portals
- Send order confirmations and ship dates
- Answer “where is my order?” emails
Sales support
- Draft quotes for a person to check
- Follow up on open quotes
- Log calls and emails in the CRM
Reporting to you
- Build the monthly KPI pack in your format
- Prep the board deck numbers
- Pull the same report from different systems at each company
Your people keep the judgment calls. Agents do the repeat steps and hand anything unusual to a person.
Example pods
Pods at your firm and across your portfolio
Click a tab to see example pods. The first tab is for your own firm. The rest are for the kinds of companies you own.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
to clients, growth and problems only people can solve
Example only. Each company’s Hand-Off Map picks its real first pod.
Your people keep the judgment calls. Agents do the repeat steps and hand anything unusual to a person.
Across the portfolio
Prove it at one company. Then roll it out.
You don’t need a big program to start. One company and one pod come first. Each win makes the next company faster.
Step 1
Pick one company
Choose a company where the office is stretched. We start with a free Hand-Off Map of every department.
Step 2
Run the Pilot
One pod goes live in about 30 days. The before-and-after measure is agreed up front.
Step 3
Write the playbook
What worked gets written down: the steps, the rules, the checks and the systems it ran on.
Step 4
Roll it out
We take the playbook to the next companies that do the same work. Each one gets its own Tech Check first.
One view for you. Every pod is tracked against its before-and-after measure. You can see what each company got back, side by side.
Systems
Works with the tools you already use
Common systems we see in portfolio companies. No company needs to switch.
- ERP (NetSuite, Sage Intacct, Microsoft Dynamics, Epicor, SAP Business One)
- QuickBooks
- HubSpot or Salesforce
- Microsoft 365 and Outlook
- Excel and shared drives
- Power BI or other dashboards
- Payroll and HR systems
- Customer and supplier portals
We check first. Each company’s free Hand-Off Map checks every system it uses: can we connect, and can we automate? If the answer is no, we say so and pick a different first pod.
Enterprise value
What it means at exit
At exit, buyers look hard at EBITDA. They also check if margin is steady, and if the company can run without one or two key people.
Pods lower the cost to run each company. Each pod is written down and measured, so the gain is easier to show a buyer. And because the playbook repeats, the same gain can show up in more than one company.
Every pod is tracked against a before-and-after measure, so the gain is written down, not guessed.
Start free
See what you can hand off first. Free.
Use this if you want to know which company to start with, what to hand to AI agents first and what the hold-up costs each month.
What you get
- 1Every department, scannedThe biggest bottleneck in each one, and the systems it runs on.
- 2Hours and dollarsWhat each bottleneck costs you each month, and what fixing it could add to EBITDA and company value. Shown as estimates.
- 3Your top 3 hand-offsRanked on a simple value-vs-ease chart, so your first pick is clear.
- 4A yes or no for every systemOur Tech Check covers tools like ERP, QuickBooks, HubSpot or Salesforce, Microsoft 365 and Outlook and more. Can we connect? Can we automate?
- 5A security snapshotGreen, yellow or red: where your data lives, who can reach it and what stays with a person.
- 6A 30-day pilot planFor your first pick, with the before-and-after measure agreed up front. Ready to approve.
- 7A one-page board summaryForward it to your deal team, operating partners or the company’s board as is.
- 83 quick winsThings your team can do this week, without us.
- 9The cost of waitingWhat each month of not fixing the bottleneck costs you.
How to get it
- Fill in a short formPick one portfolio company. Tell us about its departments, the work that eats their week and the systems it uses.
- Have one short callWe walk through each department: where the hours go and what the work runs on. No logins needed.
- Get your mapYour Hand-Off Map comes to you after the call. It's yours to keep.
Free, and yours to keep. No obligation.
Want a full security review too? Ask about the Security Assessment add-on on your call.
Request your Hand-Off Map
Pick a time for your short call, then fill in the short form.
Questions
Do we have to sign up the whole portfolio?
No. Start with one company. If the first pod proves itself, you choose which company goes next.
How much time does this take from management?
Very little. One short call for the Hand-Off Map. Then we build and run the pods. Management approves access and the rules.
Our companies all use different systems. Does that matter?
No. Each company gets its own Tech Check. Pods work with the systems each company already has.
Is this about cutting jobs?
You and each management team decide. Many use the time back to grow without hiring and to move good people into bigger roles.
How do you work with our operating partners?
Your operating partners pick the companies and the goals. We give them the map, the pilot plan and the before-and-after measure for each pod.
How does The GAP get paid?
We share in the new value we help create. We'll walk you through it on your call.
AgentOps by industry
Share these with the management teams at your companies. Each page shows the repeat work, first pods and systems for that field. See how AgentOps works.
Industry
Business services
Accounting, staffing, insurance, legal, agencies, IT, engineering and logistics.
See the page →