Governed AI agents that take cost out of finance, IT and software delivery across your portfolio. £39m in annual savings delivered for two PE-backed companies.
Most portfolio companies carry a large, manual cost base in finance operations, IT and software delivery. That work is high-volume and rules-based, and it runs across a patchwork of systems. It is exactly where AI agents now do the work, with people handling the exceptions and the decisions.
We put governed agents into those processes, prove the result on one process first, then scale it across the company and the portfolio. The saving is recurring, so it compounds at exit: the exit multiple applies to every pound of recurring EBITDA.
£39m
Annual savings across two PE-backed clients
580+
FTE of capacity released
3
Agentic transformations delivered
Each play is proven on a live client process. Two of the three clients are PE-backed.
Order to cash, procure to pay and bank reconciliation run by agents. The finance team handles exceptions and sign-off.
Agents take tickets from the ITSM queue to a tested, CAB-ready change. The CAB still decides every release.
AI testing that verifies every bug fix and tests the UI after every release, with version changes mapped to user stories.
Identities, least-privilege access, segregation of duties and audit trails, so the agents stand up to audit and to a buyer's diligence.
Finance operations · PE-backed group
£32m
Annual savings
450+ FTE of capacity released
IT operations · PE-backed business
£7m
Added to annual EBITDA
70% Leaner IT organisation
Release testing · Business with in-house applications
15+
Testing FTE released
Every Release AI-tested before go-live
Clients are anonymised at their request. See all results.
We engage at the fund level and deliver at the portfolio company level. Prove it once, then repeat it.
Operating partner
We meet the operating partner or portfolio operations team to understand the value creation plan and which companies carry the most manual cost.
Fixed price
We measure where the work and cost sit in the chosen company, across processes and systems, and size the opportunity per process.
One process
Agents go into one process with a metric agreed upfront. We measure before and after, and report in your fund's format.
Phased
Agents move across the remaining processes, one at a time, with each process owner signing off.
Next company
The playbook, controls and agents carry over to the next portfolio company, which is where fund-level value compounds.
Agents need systems they can work in. When the foundation is broken, fragmented or about to be separated, we fix that too, and use AI to do it faster.
Before the deal closes, we assess where agents could release cost in the target, alongside ERP health, integration risk and data quality. Useful for the deal model and the 100-day plan.
Each bolt-on arrives with its own systems. Agents can run shared finance processes across them now, while ERP consolidation follows at the right pace.
Stand up the carved-out entity before the TSA expires, with an agent-first back office instead of rebuilding a full team.
AI reads the legacy estate and tests the replacement. Sometimes agents across the existing systems deliver the value sooner than a replacement would.
Stabilise a stalled Dynamics 365 programme, with AI regression testing so every fix ships safely.
Reliable numbers across every entity, with agents doing the reconciliation work that slows the close.
£32m a year of savings in one PE-backed group, and £7m added to EBITDA in another. We measure before and after, against a metric agreed upfront.
Our results came from companies running their own line-of-business applications with heavy integration. We don't need a clean demo tenant to deliver.
Our leadership team are former Microsoft employees who built and supported Dynamics 365 from the inside. When the ERP underneath needs fixing, we know it in depth.
Certified information security management, and agents governed like people: own identities, least privilege, segregation of duties and full audit trails.
It depends on where the cost sits in the portfolio company. Our two PE results are £32m a year of savings from agentic finance operations, and £7m a year added to EBITDA from agentic IT operations. A fixed-price diagnostic tells you what is realistic for a specific company before you commit to anything larger.
No. All of our AI results came from companies running their own line-of-business applications with heavy integration. Agents work across whatever systems carry the process. Where a company does run Dynamics 365, we know it in depth.
Both. We usually start with the operating partner or portfolio operations team at the fund, then deliver hands-on with the portfolio company management team. Progress and results are reported in the format and cadence your fund uses.
Yes. Once a process is proven in one company, the playbook, controls and agents carry over to the next. That is where the fund-level value compounds.
Released capacity is a management decision: absorb growth without hiring, redeploy people, or reduce headcount. We give you the figures per process and per role type early, so the portfolio company can plan the change properly.
They are built to. Every agent has its own identity and least-privilege access, segregation of duties applies to agents as it does to people, and every action is logged. A buyer's diligence team can see exactly what the agents do and how they are controlled.
We fix the foundation too. We rescue stalled Dynamics 365 programmes, replace legacy systems and consolidate bolt-ons, using AI for analysis and testing along the way.
The diagnostic and the first pilot are fixed price, with the success metric agreed upfront. After that, we can run the agents as a managed service priced on the work they do.
Book a briefing with our PE team. We will talk through your value creation plan and where agents could take cost out first.
Or call us directly: 01625 569 777
