How does this fit our value creation plan?

The portfolio diagnostic sequences the work into your plan. Wave 1 is chosen for the fastest, cleanest unlock, so the first results land inside the first 100 days of the programme.

Will a buyer trust the numbers at exit?

Every hour removed is measured against a baseline signed by each company's CFO. Every agent action, approval and accuracy check is logged. The trail is ready for the data room.

What do portfolio management teams need to do?

Name an executive sponsor, give read-only access to start, and set aside about two hours a week of team time during each Build. We do the rest.

Does the guarantee apply to each company?

Yes. 30% of operating hours removed in scope within 120 days, or we keep working until it is. Measured per company against its own Diagnostic baseline. Terms set out in every Build agreement.

Are we locked into one vendor?

No. We are vendor-neutral and take no paid placements. Each function gets the best agent available and a named fallback. Models are swapped per task as better ones ship.

Private equity · PADISO.ai

01 · The maths

Every dollar of margin is priced at the exit multiple.

Net EBITDA unlocked across the portfolio, valued at exit. Illustrative figures.

$10M

Net EBITDA unlock a year

10x

Exit multiple

$100M

Enterprise value created

Net EBITDA added, by year of the hold

$43.5M cumulative over 5 years

$3.5M

$10M

Year 1Year 2Year 3Year 4Year 5 · exit

Hold period timing

Week 4Portfolio diagnostic signed. Wave order agreed with the deal team
Week 20Wave 1 live in two companies. $4.8M run rate
Week 36All six live. $10M run rate, inside year 1
Years 2 to 4Full run rate in the accounts. Quarterly upgrades compound
ExitValued on audited, recurring EBITDA. Lower key-person risk

02 · Why now

The value creation plan needs margin, not another pilot.

Growth is harder and the multiple is not guaranteed. Operating margin is the lever the deal team controls.

60 to 70%

Of employee time is automatable today

The work is there in every portfolio company. Finance, service, sales operations, reporting.

McKinsey Global Institute, 2023

40%+

Of agentic AI projects expected to be cancelled

The risk is execution, not technology. A guarantee and a proven playbook remove it.

Gartner, 2025

10x

Every dollar of EBITDA, priced at exit

Higher margin and lower key-person risk both lift the multiple. Margin added in year 1 is counted every year after.

Illustrative multiple

03 · Across a portfolio

Prove it in two companies. Roll it to the rest.

One portfolio diagnostic picks the order. Wave 1 proves the case. Wave 2 reuses the Blueprints, the stack and the rules, so it moves faster.

Weeks 1 to 4

Portfolio diagnostic

Hours mapped across all six companies. Ranked on unlock and readiness. Wave order set.

Weeks 5 to 20

Wave 1: two companies

Diagnostic and Build in the two strongest cases. Proves the numbers inside the portfolio.

Weeks 17 to 36

Wave 2: the other four

Reuses Blueprints, agents and approval rules from wave 1. Overlaps to save time.

From week 5

Standard rules and reporting

The same approvals, spend caps, audit trail and reporting, set up inside every company.

Programme plan, weeks 1 to 36

All six companies live by week 36

159131721252933

Portfolio diagnosticAll six companies

Portfolio

Company AWave 1

Diag

Build, 12 weeks

Operate

Company BWave 1

Diag

Build, 12 weeks

Operate

Company CWave 2

Diag

Build, 12 weeks

Operate

Company DWave 2

Diag

Build, 12 weeks

Operate

Company EWave 2

Diag

Build, 12 weeks

Company FWave 2

Diag

Build, 12 weeks

Rules and reportingStandard

Approvals, audit, reporting across the portfolio

DiagnosticBuildOperateStandard rules and reporting

04 · The value bridge

260 people on repeatable work. 110 after. $10M a year.

Net EBITDA unlock by company, for an illustrative portfolio with $300M combined revenue. Net of software, models and running the agents.

Wave 1Wave 2Portfolio total

+$2.7M

Company A

+$2.1M

Company B

+$1.7M

Company C

+$1.5M

Company D

+$1.1M

Company E

+$0.9M

Company F

$10.0M

Portfolio

Combined EBITDA

$36M→$46M

Margin 12% → 15.3%

Enterprise value at 10x

$360M→$460M

+$100M at exit

CompanyWaveRevenueRepeatable FTENet a yearValue at 10x

Company A · DistributionWave 1$80M70 → 30$2.7M$27M

Company B · Online retailWave 1$60M55 → 23$2.1M$21M

Company C · ClinicsWave 2$50M45 → 19$1.7M$17M

Company D · FranchiseWave 2$45M38 → 16$1.5M$15M

Company E · ServicesWave 2$35M28 → 12$1.1M$11M

Company F · LogisticsWave 2$30M24 → 10$0.9M$9M

Portfolio$300M260 → 110$10.0M$100M

05 · What the deal team gets

One view across the portfolio. Numbers a buyer can audit.

The rules are standard, so reporting, approvals and the audit trail look the same in every company. Each company owns its own stack.

Portfolio summaryWeek 24 · illustrative

$4.8M

run rate, net EBITDA

2 of 6

companies live

unapproved agent actions

CompanyHours removed in scope · guarantee line at 30%Stage

Company A

46%

Operate

Company B

41%

Operate

Company C

12%

Build wk 4

Company D

Build wk 4

Company E

baseline

Diagnostic

Company F

baseline

Diagnostic

0%30%60%

Board reporting

Quarterly board-ready reporting per company and a portfolio roll-up. Hours and EBITDA against baseline, every month.

100-day plan alignment

Sequenced into the value creation plan. Wave 1 targets the first 100 days of the programme.

Audit trail for diligence

Every agent action, approval and accuracy check logged. Data room ready at exit.

Vendor-neutral stack

Best of breed per function, a fallback for each, models swapped as better ones ship. No lock-in.

06 · Engagement shape

Three stages. A decision at each gate.

Fixed fees per stage, agreed up front and set against the EBITDA unlocked. Never hours. Your role: introduce the portfolio CEOs. We run the programme company by company.

01 · 4 weeks

Portfolio diagnostic

Hours mapped in every company
Unlock ranked by company and function
Wave plan for the deal team
Fixed fee, agreed up front

02 · 12 weeks each

Per-company Build

Company Diagnostic, then fixed-scope Build
Agents live function by function
Guarantee measured per company
CFO signs each baseline

03 · 12 months minimum

Operate

SLA-backed operations and monitoring
Quarterly agent and model upgrades
Portfolio reporting to the board
Optional performance fee on verified savings

Prefer to start small? One portfolio company. One Diagnostic. A board-ready case in 4 weeks.About the Diagnostic ›

07 · Questions

For the deal team.

Operating partners, CFOs and portfolio CEOs ask these first.

No. Start with one company and one Diagnostic, or with the portfolio diagnostic. Each stage has its own gate. Nothing rolls forward without a yes.

Illustrative model: six companies, $300M combined revenue, 12% average EBITDA margin, 150 FTE of repeatable work removed, net of software, models and running the agents. Exit multiples vary by sector and market. Not a client result and not investment advice. Sources: McKinsey Global Institute 2023; Gartner 2025.

Bring us one portfolio company. Or all of them.

30 minutes with our founder. We sketch the unlock across your portfolio and the order to take it in.

Book a call See the portfolio Blueprint ›