ProcessRootPrivate equity
For fund partners and operating teams. We assess companies with the diagnostic, then build and run AI systems and an AI C-Suite inside the companies your fund owns. Each company’s people stay in charge.
For fund partners and operating teams
ProcessRoot assesses portfolio companies with the diagnostic, then designs, builds and runs AI systems and an AI C-Suite inside them, on one structure across the portfolio.
Each company’s people stay in charge of its decisions. The fund can have one operating rhythm and a view across the companies, on terms each company agrees.
How we work with a portfolio
The same approach we take with any business, organized for a fund: consistent across the companies, specific inside each one.
Before acquisition, with the access the seller and your deal team agree, or after closing. The diagnostic writes down where work piles up, where leadership time goes and what it would take to change it. It is an operating report, not a valuation or diligence.
We build our systems and the AI C-Suite inside each company the fund owns, connected to that company’s own tools, with its management approving the permissions.
Each company in the program can receive the same weekly operating brief, built on one set of metric definitions, so revenue, cash, margin and exceptions are defined the same way across the portfolio.
We build a cross-company view that compares the companies on consistent definitions and comparable periods, with access set by role.
Each company’s records are kept separate. Which measures the cross-company view includes is agreed in writing with your team and each company’s management before it is built.
Terms can be set up for the fund or operating team, with a written scope, price and permissions for each company before its work begins.
How a rollout runs
The pace is set by your operating team and each company’s management. You see the scope and the price in writing before any company’s work begins.
A diagnostic on the first company, or on several, written up as a prioritized opportunity report.
Your operating team and the company’s management choose the first company and the work worth changing first.
We build the first systems and AI roles, test them, and launch with the company’s approval.
The next company follows on the same structure, adjusted to its own systems and people.
Monthly management in every company, with the weekly brief and the operating partner view kept current.
The guardrails
The same operating controls apply in each company, enforced by the system around the model rather than by asking a model to behave.
Agents start in watch mode. Nothing is written or sent until the company authorizes the work.
Each company’s management approves what its agents may read, contact and change. An agent cannot widen its own permissions.
Signing contracts, moving money, payroll and employment decisions stay with the people accountable in each company.
Any spending request is checked against the limits and approved recipients each company sets. Requests outside them are refused.
One control returns a company’s agents to watch mode and freezes spending. A person authorizes the restart.
What happened, which agent did it, when, and who approved or stopped it. Agents cannot edit that record.
Two implemented systems show the range of what we build. Client identities and live operational data remain private.
Commerce + mobile apps
An ecommerce operation supported by a coordinated agent system, with an iPhone and Android app built for the Apple App Store and Google Play.
Explore the system
Hospitality operations
A custom hospitality system connecting service, staffing, inventory, maintenance and the work behind each shift.
Explore the systemQuestions worth asking
Yes, with the access the seller and your deal team agree. The diagnostic is a written opportunity report. It is not a valuation, a quality-of-earnings review, legal diligence or investment advice.
What the fund sees is agreed in writing with each company’s management before anything is built. Each company’s records are kept separate, and the cross-company view is limited to the measures in that agreement.
The people accountable in each company and at the fund. The AI roles prepare and recommend; they hold no title, signing authority or fiduciary duty.
No. It adds capacity around each management team. Executives keep their roles, their judgment and their accountability.
No. Start with one company and add others when the value is clear. Each company has its own scope.
Yes. Private models are available on any package that builds or runs agents, hosted and managed by ProcessRoot on our infrastructure or in dedicated cloud environments, and quoted before you sign. The private route
Each company is scoped after its diagnostic. Any fund-level terms, and each company’s scope and price, are written down and agreed before work begins.
Start with your business.
More room to serve your customers. To grow your team.
To work on the business you set out to build.
