
Services-as-Software
We operate inside your portfolio companies - not beside them - shipping AI across GTM, tech, finance and people that shows up in Growth, EBITDA and EV. First measurable results in about 30 days; our fees ride on the EBITDA we add.
to first measurable results - tools already built
pipeline in 2 months at a $25M B2B SaaS portco
EBITDA margin at Cadient, our own portfolio company
operators across the US, India and LATAM
Live with sponsors managing
Names withheld under NDA
Services-as-Software
Consultants advise and leave. Tools wait for someone to run them. SaaSEngine is a productized operating engine: AI executes the work, operators approve the output, and every model, dataset and playbook stays with your company.
| Advisors & consultants | SaaS & point AI tools | BV SaaSEngine | |
|---|---|---|---|
| Who does the work | They advise. Your team executes. | Your team configures and runs it - one tool per task. | AI executes. Operators inside the business approve. |
| How it's paid | By the hour. No skin in the game. | Per seat, whether it moves the P&L or not. | Retainer plus a share of the incremental EBITDA we create. |
| Time to results | 18–24 months before anything is visible. | After adoption - if it happens. | First results in ~30 days. First leads in under 4. |
| What you keep | A deck. The knowledge leaves with them. | Licences. Nothing orchestrates them. | All IP, data, models and the target universe. |
research, writing, reconciliation, repetition.
nothing ships without a human.
value that outlasts us.
Why now
AI leaders grow revenue 1.7× faster and EBIT 1.6× faster than laggards. Portcos acquired in 2021–2025 that are not AI-native by exit risk a permanent multiple discount.
of enterprise AI pilots never deliver measurable ROI
of PE funds expect AI to transform their portfolio
of portfolio companies are stuck in pilots with no measurable return
private LMM SaaS EV/Revenue, 2022 → 2026
Sources: MIT Project NANDA 2025; EY PE Survey; Bain Global PE Report 2025; BCG “The Widening AI Value Gap” 2025; Aventis Advisors SaaS Multiples 2026.
“The winners won’t be the funds with the best AI thesis - they’ll be the ones whose portfolio companies actually ship it. That takes operators inside the business, not another advisory deck.”
Who we serve
The engine and how we start are the same everywhere. What changes is the job - and which levers we switch on first.
For mid-market funds with SaaS and tech-enabled holdings. We map every portco on the AI-maturity curve, pick the ones with the most leverage, and operate inside them.

The engine
Built and run in production across our own portfolio since 2025. Model-agnostic - we pick Claude, GPT, Gemini or Mistral per task, never by vendor relationship.
LEVER 1 · Most deployed
AI search intelligence (AEO + GEO), programmatic SEO and agentic media across Google, Meta and LinkedIn.
200+ buying signals build an owned target universe and human-grade outreach. Every reply goes to a BDR.
Your own calls, docs and wins become a sales layer - live call coach, follow-ups, pipeline and briefing agents.
How every engagement runs
Most portcos score Stage 1–2 on AI maturity. AI-native companies generate $300K+ revenue per FTE, against $80–120K for laggards.
A live audit across Finance, GTM, People, Tech and Management. The three highest-leverage AI moves, ranked by EBITDA.
→ AI opportunity map
The engines that fix the leaks it found, deployed in parallel. AI executes the work; your team approves the output.
→ Results in ~30 days
Every reply, win and close becomes the next signal. Normalise metrics, build NRR above 110%.
→ EBITDA expansion
Investor-grade data room, buyer narrative and management presentation - grounded in what actually changed.
→ Maximum multiple
| 1 · AI Unaware | 2 · AI Aware | 3 · AI Active | 4 · AI Native | |
|---|---|---|---|---|
| GTM / Sales | List-blast outbound | Basic CRM / SEO | AI scoring | Full AI engine |
| Finance | Manual T+10 close | Partial automation | AI reconciliation | Zero-touch close |
| Product / Tech | Legacy monolith | Cloud migration | AI features | AI-native architecture |
Portfolio evidence
Our operating capability was developed inside our own companies, where results must show up in the business.
Now live with PE sponsors
Client names withheld under NDA. Figures are engagement-reported, not forecasts.
$100Bn manager · B2B SaaS, $25M rev
1.5× pipeline in 2 months; ICP refined in 2 weeks
$40Bn manager · InsurTech, $50M rev
ARR bookings at 4× historical levels
$500M US software PE
Portfolio-wide AI diagnostic across all holdings
$3Bn US tech services PE
AI marketing & sales pilot launching