We help operating teams find recurring, high-value workflows across the portfolio, build the first solution inside a portfolio company and adapt what works across the relevant businesses.
The gap is widening between companies embedding AI into their workflows and operations and those that aren’t.
~2×
PE-backed companies that build cutting-edge AI capabilities across functions earn nearly twice the ROIC of those that don’t.
Source: BCG, 2026.
We combine commercial discovery, software delivery and adoption in one practical programme.
Work with leaders and frontline teams to identify the workflows with the clearest revenue, margin or service-delivery upside, then establish a practical starting measure.
Put working software inside the existing process, data and systems, with people retaining judgment where it matters.
Track the measures that matter, improve the software with real users and adapt successful components across the portfolio.
Start wide enough to see the opportunities, focus on one company to prove it, then expand with clear progress checks along the way.
We look across the relevant companies in your portfolio and rank where AI can create the most value, weighing the size of the opportunity, the workflows that repeat across the group, data readiness and delivery feasibility. You start with the clearest, highest-value case rather than a scatter of disconnected pilots.
Outcome: a prioritised first company and opportunity.
We embed with the management team and the people who will actually use it to design, build and launch the first solution inside one company. Building alongside operators keeps it grounded in the real workflow, so it gets adopted, not just delivered.
Outcome: working software and an agreed set of progress measures.
Once it works, we reuse the core and adapt the data, integrations and workflow for the next relevant business. Each rollout is faster than the last, turning one proven solution into a repeatable pattern across the portfolio.
Outcome: a repeatable deployment pattern across the portfolio.
We help define practical starting measures with management, review them throughout delivery and use the results to guide the next stage.
Working software is the start.A measurable change in the business is the result.
We connect every build to a clear commercial opportunity and help define the measures that will show progress.
The people who scope the work stay accountable through build, adoption and measurement.
Integrated, documented and transferred to a named owner, with continued support available where useful.
Industrials
An AI system that watches 100+ live sensor feeds during testing and flags faults that would ruin a costly run. Now used across carmakers.
100+
Live feeds monitored
Financial services
AI that sorts bank transactions with 97% accuracy, so lenders can judge credit risk reliably at scale. Deployed to major banks.
97%
Classification accuracy
Information services
AI that matches research papers to the right expert reviewers across 500+ journals, helping editors find one in three reviewers automatically.
500+
Journals covered
AI can create operating value through EBITDA growth and cash generation. Sustained performance and a stronger operating model can add re-rating upside at exit.
£15m entry equity · five-year hold
2.1x
2.5x
2.9x
£0.6m of incremental EBITDA valued at the 7.0x entry multiple.
Additional free cash flow used to retire debt during the hold.
An illustrative 1.0x applied to £6m of exit EBITDA.
Illustrative £28m EV acquisition: £4m entry EBITDA at 7.0x, £13m debt and £15m equity. Baseline exit assumes £5.4m EBITDA at 7.0x and £6m debt, producing £31.8m of equity. The scenario with AI operating gains adds £0.6m of EBITDA at the entry multiple and £2m of debt paydown. The scenario with exit re-rating illustrates a further 1.0x on the exit multiple.
Private equity context, operating experience and applied AI delivery stay connected from assessment through implementation.
Private Equity & Adoption
7 years in finance including deal teams across co-investments (AlpInvest) and investment banking (Nomura). Former founder of FOUND, a performance coaching and training business, where she coached and trained +1,000 leaders and teams across the investment industry (clients include Carlyle, Coller Capital and Three Hills).
AI Product & Engineering
15 years in applied AI across enterprise and VC-backed startups, spanning data science, ML engineering, software development, and DevOps. Former Director of AI at Monolith (acquired by CoreWeave), an engineering simulation software company, from seed stage through to acquisition, where he scaled the AI team from 3 to 20+ people.
AI Product & Engineering
20+ years across software, data and AI. Former co-founder and CTO of Drover (acquired by Cazoo), a VC-backed car subscription business, where he scaled a 30+ person product and engineering team. Started his career as an interest rate swaps trader at Goldman Sachs.
Operations & Go-to-Market
10 years scaling products and brands. A former head of marketing at Diageo, where he built a beverage category from zero to £25m and drove growth for household brands across 11 markets.
Experience at
The core team remains accountable throughout. Additional engineering specialists are brought in when the project requires them.
We can help at either stage. If priorities are still emerging, we compare relevant portfolio companies and recurring workflows to identify the strongest place to begin. If a priority is already clear, we use the assessment to sharpen it and move faster.
We work with management to define the commercial opportunity, practical starting measures and delivery path. That gives everyone a shared view of what success looks like and how to track it.
Often, especially in sector-focused portfolios. We reuse common components and adapt the data, integrations and workflow for each company and its customers.
RERATE supports the initial operation and measurement, then documents the system and hands it to a named internal owner. Continued support can be agreed where needed.
Assessments are fixed-scope engagements. Once the first opportunity is defined, we scope implementation around the workflow, integrations and measures agreed with management.
Start here
Bring a portfolio question or a known company problem. A 30-minute conversation will establish the right starting point and whether we can help.