We find the highest-cost workflow inside one portco, automate the routine path, and return a measurable ROI map before you commit.
Directional ranges only. Actual impact depends on workflow scope, current process, system access, and entity readiness.
The highest-cost repeatable workflow to automate first inside one portfolio company.
A practical estimate of manual hours, cycle-time drag, exception volume, and the likely automation case.
Read-only first, scoped write later, and human review for anything that changes a financial or customer outcome.
Both. We usually start with one portfolio company so the operator, CFO, and fund team can see the same workflow economics before any broader rollout.
No. The audit maps the systems that specific company already uses, then scopes the automation around that reality instead of requiring a portfolio-wide migration.
A workflow map, the candidate we would automate first, the completion definition, the exception boundary, and a measurable ROI case you can use internally.
Anything that materially changes payments, customer commitments, or compliance posture without clear evidence stays human-reviewed.
A free workflow audit ranks the highest-cost admin path in one portfolio company and shows what the first automation would own.
Audit one portfolio workflow