AI value creation that fits the hold period.
You cannot mandate AI into a portfolio company, and a platform pitch does not move an operating partner. What moves things is evidence, produced quickly, inside a timeline that works for the fund. That is what the work is shaped around.
The problem, in your world
Every fund now carries the same question into the investment committee: where does AI actually create value in this portfolio, and can it be proven before exit? The honest answer is that it varies by company, which is why generic AI programmes fail in PE. The work has to start with evidence about your specific portfolio, move at deal speed, and leave an audit trail a buyer’s diligence team will respect.
The track
Portfolio AI Value Scan
3 weeks, flat fee, across a portfolio company or the portfolio. It identifies where AI can create value before exit, and gives you the evidence to decide where to move first.
The 90-Day Acceleration Sprint
The highest value opportunity from the scan, built inside a quarter and designed to prove itself in the numbers.
Exit Readiness Review
The work packaged the way a buyer’s diligence team will examine it: what was built, what it returns, and the audit trail behind it.
Fund Advisory Retainer
Ongoing counsel across the portfolio, so the next deal starts smarter than the last.
Why the founders matter here
The people behind Kallidin have done the thing your portfolio companies are being asked to do: built data businesses, grown them on investor timelines, and exited twice, Aquila Insight to Merkle in 2017 and Forth Point to Blend360 in 2023. They know what a hold period does to a roadmap, and what survives diligence, because they have been through it as the sellers, twice.
The trust check, done early
Portfolio companies inherit their owners’ risk decisions, so the governance is built in from the start: every answer checked and auditable, data staying inside each company’s own environment, and a clean documented exit. The detail is published openly on our trust page.
Questions we hear from private equity
What exactly is the Portfolio AI Value Scan?
Can this show value inside our hold period?
Start with the scan.
Tell us about the portfolio, and we’ll tell you straight whether the scan will find enough to justify itself. If we don’t think it will, we’ll say so before you spend anything.