FOR PRIVATE EQUITY OPERATING PARTNERS & VALUE-CREATION TEAMS
Value creation on the hold-period clock.
Your portfolio companies can't fund a Fortune 500 transformation and can't wait three years for results. Kascade deploys governed AI agents that show up on the EBITDA bridge in the first two quarters — and become a playbook you run across the portfolio.
The math your portfolio companies are up against.
A $250M–$2B company has real operational complexity but a lean team to run it — no AI lab, no transformation office, no budget line for a nine-figure program. Meanwhile the value-creation plan expects margin expansion, growth, and a clean story at exit, all inside a 3–5 year window. Traditional options don't fit: large integrators are built for larger checks and longer timelines, and self-serve AI tools assume builders your portcos don't have. Kascade exists for exactly this gap.
Both sides of the EBITDA bridge.
COST
Margin expansion
Agent-run IT, finance, procurement, and support operations reduce cost per transaction and decouple back-office cost from revenue growth. Every agent's work is measured, so the savings line in the board deck traces to logged, auditable activity — not an estimate.
GROWTH
Top-line and multiple
Faster lead response, 24/7 customer experience, quicker product delivery, and churn caught early. And at exit, an AI-operated company with documented, transferable automation is a better story — and often a better multiple — than one that runs on tribal knowledge.
Prove it once. Run it everywhere.
Agents built for one portfolio company — invoice processing, service desk, lead response — become templates deployable at the next one. The second deployment is faster and cheaper than the first; the fifth is a rollout, not a project. That's how a single pilot becomes a portfolio-wide operating advantage.
- Step 1
Pilot at one portco (8 weeks)
- Step 2
Template the playbook
- Step 3
Roll out across the portfolio
Or start at the portfolio level.
For operating groups that want a fund-level view before committing a portco: the Portfolio Scan runs Approach-style assessments across up to three portfolio companies in parallel, then delivers a comparative readout to your operating team — which companies have the largest addressable opportunity, which are readiest, and a recommended sequence for the first deployments. One decision process instead of three; a portfolio thesis instead of a vendor trial.
- Comparative readout across up to three portfolio companies
- Recommended deployment sequence with a business case per company
- A diligence pack for your team: security documentation, data-handling practices, and delivery model detail, under NDA
What could this be worth? Run the numbers.
Directional, not a promise — and deliberately conservative by default. Every company's addressable cost pool and growth headroom differ, which is what the assessment establishes. But the shape of the opportunity is usually visible in a few inputs. Adjust them to your own numbers; we'd rather you distrust an inflated estimate than trust one.
Typically IT, finance ops, customer support, and back-office functions. Default is deliberately conservative.
From faster lead response, retention, and delivery speed. Default is deliberately conservative.
Addressable operating cost base $425.0M
COST LEVER
$8.50M /yr
GROWTH LEVER
$1.25M /yr
Total EBITDA impact
$9.75M /yr
At an illustrative 8–12× multiple, that's $78M–$117M of enterprise value at exit.
Illustrative estimate for discussion only. Actual results depend on your addressable cost pools, process readiness, and market — which is exactly what the assessment establishes. Not a projection or commitment.
These figures are illustrative estimates for discussion, not a commitment of results.
Governed enough for your LPs. Documented enough for the buyer.
Every agent runs on Kascade OS with role-based access, human approval gates, complete audit logs, and automatic redaction of sensitive data. Kascade OS is covered by a SOC 2 Type II report. Your deal team and each portco's CISO get a full security pack under NDA before anything deploys: audit reports, subprocessor details, data-flow and retention practices. At exit, the automation isn't a risk item in diligence — it's an asset in the CIM: documented processes, logged performance, and systems a buyer can operate from day one.
Bring us one portfolio company.
Two weeks of assessment produces a prioritized, priced roadmap you can take to the board. Eight weeks produces the first live result.