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 CLOCK
The window is shorter than the hold. We're built to fit inside it.
Between alignment at the start and exit prep at the end, the window for new programs is a fraction of the hold. And anything that takes a year to deploy spends that window proving nothing. It arrives as a line item in the final board deck.
Kascade is built for the clock you're actually on. The first agent is in production in four to six weeks, and everything after it compounds: results measured against a baseline, scaled agent by agent, documented so the next buyer can see exactly what they're buying.
The work itself isn't exotic. Tickets handled manually. Invoices matched by people. Board packs built in spreadsheets. None of these need a transformation program. Each is an agent deployment, scoped and delivered inside the window that matters.
A typical hold
Years-long deployment
RESULTS ARRIVE AS EXIT PREP BEGINS: UNPROVEN AT THE MOMENT IT MATTERS
Kascade
LIVE · WKS 4–6. THEN THE WINDOW COMPOUNDS: MEASURED, SCALED, DOCUMENTED FOR THE NEXT BUYER
ILLUSTRATIVE, EVERY HOLD RUNS ITS OWN CLOCK
Traditional options don't fit this window. Integrators are built for longer clocks; self-serve tools assume builders your portcos don't have.
THE EBITDA BRIDGE
Both sides of the EBITDA bridge.
COST & EFFICIENCY
Take cost out.
Agents absorb the transaction volume your portfolio companies currently price in headcount: service desk tickets, invoice matching, incident response, QA, and back-office workflows across IT, finance, procurement, and support. Every agent's work is measured, so the savings are visible line by line.
COST PER TICKET · $15.56 AVG
COST PER INVOICE · $12.88 AVG – $2.78 BEST-IN-CLASS
AUTOMATED HANDLING · LOW SINGLE DIGITS
Sources: MetricNet; Ardent Partners; IOFM. At mid-market volumes, one workflow is a six-figure annual line. The Approach, our fixed-fee two-week assessment, establishes your delta against a measured baseline.
REVENUE & GROWTH
Build the top line.
The same agent workforce works the revenue side: every inbound lead enriched and in a rep's hands in minutes, customers supported at 2 a.m., engineering shipping faster, churn signals caught before renewal. Response time, coverage, and velocity, around the clock.
LEADS CONTACTED WITHIN AN HOUR:
~7× MORE LIKELY TO QUALIFY.
AVERAGE COMPANY RESPONSE: 47 HOURS.
Sources: Harvard Business Review (2011); Optifai B2B benchmark, N=939 companies (2025–26). Fifteen years apart, the same finding, and the average got worse: response now runs near two days. Speed is the cheapest growth lever most portcos aren't pulling, because pulling it took headcount.
Documented, measured automation survives diligence as an asset. Undocumented efficiency claims get struck in quality-of-earnings review. The difference shows up in buyer confidence, and sometimes in price.
Kascade OS
ROLE-BASED ACCESS · AUTOMATIC REDACTION · EVERY ACTION LOGGED · SOC 2 TYPE II · SECURITY PACK UNDER NDA, DAY ONE · REVIEW RUNS IN PARALLEL, NOT AFTER
EXPLORE KASCADE OS →THE PORTFOLIO PLAYBOOK
Prove it once. Run it everywhere.
Build once. Adapt everywhere. The first deployment builds more than an agent. It builds the playbook.
What transfers: the guardrail library, the system connections (Kascade OS already speaks 600+ enterprise systems), the business-case model, and the measurement method that made the first result credible. What's tailored each time: thresholds and approval rules, process specifics, and the company's own baseline, because a playbook that ignores how each portco actually works isn't one.
That's why the second deployment is faster, adaptation where the first was invention. The Approach still runs at every company; it just starts from a proven playbook instead of a blank page. By the third company, you're not evaluating whether agents work in your portfolio. You're sequencing where they go next.
PORTCO A · FIRST ASCENT
End to end: baseline, build, deploy, measure. The full program, once.
The playbook
Transfers
Guardrail library
System connections: 600+
Business-case model
Measurement method
Tailored per company
Thresholds & approval rules
Process specifics
Its own baseline
Portco A
FIRST ASCENT · END TO END
Portco B
ADAPTED FROM THE PLAYBOOK · FASTER
Portco C +
SEQUENCED · PORTFOLIO CADENCE
ILLUSTRATIVE, PORTCO A/B/C ARE REPRESENTATIVE, NOT ACTUAL COMPANIES
THE PORTFOLIO SCAN
Or start with the portfolio view.
Picking the first portfolio company is a capital-allocation decision, and getting it wrong is expensive twice: a failed pilot burns budget at one company and poisons the program's credibility across the fund.
The Portfolio Scan de-risks that decision the way an operating partner would want it de-risked: the same method, the same metrics, and the same founder-led team applied to up to three portfolio companies in parallel, so the comparison is real rather than anecdotal.
The output is a ranking you can defend at the investment committee: where the addressable impact is largest, who's ready to start now, and the sequence that pays back fastest, each line backed by its own business case, with security documentation under NDA in the same pack.
One Scan replaces three separate evaluations, and the portfolio view it produces becomes the fund's deployment roadmap, not just one company's.
Portfolio Scan · Comparative readout
Illustrative: up to three portfolio companies, assessed in parallel, founder-led. One decision.
SEQ
COMPANY
ADDRESSABLE
READINESS
1
COMPANY A
HIGHEST
READY NOW: START HERE
2
COMPANY B
HIGH
60-DAY RUNWAY: ERP CUTOVER FIRST
3
COMPANY C
MEDIUM
DATA WORK FIRST: SCOPED IN READOUT
Each line carries a business case; the pack includes security documentation under NDA.
RUN THE NUMBERS
What could this be worth? Run the numbers.
Start with numbers a CFO already knows: headcount, tickets, invoices. Multiply by published benchmark deltas, not our claims, the industry's. The result is what the first two workflows are worth; the Approach maps the eight to twelve behind them.
Total headcount. Drives the service-desk ticket estimate below.
Auto-estimated at ≈ 1.25 per employee. Edit to your own figure.
First two workflows · annual
≈ $1.3M/yr
The Approach typically maps 8–12 workflows behind these two, each with its own business case.
Growth lever & exit math: illustrative, if sustained and validated in diligence
Exit math · illustrative 8–12×
At an illustrative 8–12× multiple, the first two workflows alone are $10M–$15M of enterprise value at exit.
GROWTH LEVER
The same agent workforce works the revenue side: speed-to-lead, 24/7 coverage, faster releases. It compounds the number above; the Approach sizes it against your own funnel and retention, so it isn't quantified here.
Illustrative only. The Approach replaces every number here with yours, against a measured baseline.
Per-unit deltas from published benchmarks: MetricNet (average cost per ticket) and Ardent Partners (average vs. best-in-class cost per invoice).
AT EXIT
Governed enough for your LPs. Documented enough for the buyer.
During the hold, every agent runs inside Kascade OS under controls your investment committee can inspect: role-based access, automatic redaction of sensitive data, human approval gates on consequential actions, and a complete audit trail. The platform is covered by a SOC 2 Type II report, with full security documentation available under NDA.
At exit, that same governance becomes the diligence pack: documented baselines, measured results, logged actions, and a playbook that transfers with the company.
Agent-run operations with named owners and audited telemetry read as an asset in the CIM. Spreadsheet heroics that leave with a key employee read as risk. You're not just taking cost out during the hold. You're changing what the buyer is buying.
Bring us one portfolio company.
Four to six weeks produces the first live result. Bring us one portfolio company. If the Approach doesn't find the value, you keep the roadmap your fee paid for and walk away smarter.