Services-as-Software

The AI Operating Partner
for Private Equity.

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.

  • Portfolio-wide AI-maturity diagnostic across every holding
  • Growth and Core-Tech levers deployed in parallel
  • An exit narrative grounded in structural proof
~30 days

to first measurable results - tools already built

1.5x

pipeline in 2 months at a $25M B2B SaaS portco

17% → 35%

EBITDA margin at Cadient, our own portfolio company

170+

operators across the US, India and LATAM

Live with sponsors managing

$100Bn
Global investment manager
$40Bn
European fund manager
$3Bn
US tech services PE
$500M
US software PE

Names withheld under NDA

Services-as-Software

The outcome of an operating team. The speed and repeatability of 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 & consultantsSaaS & point AI toolsBV SaaSEngine
Who does the workThey advise. Your team executes.Your team configures and runs it - one tool per task.AI executes. Operators inside the business approve.
How it's paidBy 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 results18–24 months before anything is visible.After adoption - if it happens.First results in ~30 days. First leads in under 4.
What you keepA deck. The knowledge leaves with them.Licences. Nothing orchestrates them.All IP, data, models and the target universe.

Run by AI

research, writing, reconciliation, repetition.

Approved by your team

nothing ships without a human.

Owned by your company

value that outlasts us.

Why now

The AI gap is widening - and the hold-period window is shrinking.

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.

95%

of enterprise AI pilots never deliver measurable ROI

84%

of PE funds expect AI to transform their portfolio

80%

of portfolio companies are stuck in pilots with no measurable return

7.7× → 3.3×

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

One engine. Three kinds of owner.

The engine and how we start are the same everywhere. What changes is the job - and which levers we switch on first.

The AI Operating Partner for your portfolio

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.

  • Portfolio-wide AI maturity map
  • Growth and Core-Tech levers in parallel
  • Exit narrative built on structural proof
Map my portfolio
Two executives walking down a spiral staircase in conversation

The engine

Five value-creation levers. One intelligence layer underneath.

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

Growth & GTM

NEXA · Inbound

AI search intelligence (AEO + GEO), programmatic SEO and agentic media across Google, Meta and LinkedIn.

RevEngineer · Outbound

200+ buying signals build an owned target universe and human-grade outreach. Every reply goes to a BDR.

RevBrain · Enablement

Your own calls, docs and wins become a sales layer - live call coach, follow-ups, pipeline and briefing agents.

$620K
pipeline in 6 weeks
46
decision-maker meetings
2 weeks
to a refined ICP, not 6 months
4x
historical ARR bookings (InsurTech)

How every engagement runs

The engine doesn’t change by company. The leaks do.

Most portcos score Stage 1–2 on AI maturity. AI-native companies generate $300K+ revenue per FTE, against $80–120K for laggards.

Diagnose

A live audit across Finance, GTM, People, Tech and Management. The three highest-leverage AI moves, ranked by EBITDA.

→ AI opportunity map

Deploy

The engines that fix the leaks it found, deployed in parallel. AI executes the work; your team approves the output.

→ Results in ~30 days

Compound

Every reply, win and close becomes the next signal. Normalise metrics, build NRR above 110%.

→ EBITDA expansion

Exit ready

Investor-grade data room, buyer narrative and management presentation - grounded in what actually changed.

→ Maximum multiple

1 · AI Unaware2 · AI Aware3 · AI Active4 · AI Native
GTM / SalesList-blast outboundBasic CRM / SEOAI scoringFull AI engine
FinanceManual T+10 closePartial automationAI reconciliationZero-touch close
Product / TechLegacy monolithCloud migrationAI featuresAI-native architecture

Portfolio evidence

Transformation in practice.

Our operating capability was developed inside our own companies, where results must show up in the business.

Now live with PE sponsors

Same engine,
third-party portfolios.

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