Lower-Middle-Market PE Portfolio Company, Private Equity · Portfolio operations, $420K annualized back-office savings.
A sponsor asked us to run an AI Enablement Diagnostic across a recently acquired services portfolio company, then ship the highest-EBITDA-impact workflow. We installed a back-office consolidation system that absorbed three roles' worth of repetitive work.
$420K
Annualized run-rate savings
3 FTE
Repetitive work absorbed
6 wks
Diagnostic to handover
The state of the business before
Post-close, the sponsor identified back-office sprawl across AP, vendor onboarding, and customer data hygiene. Hiring more coordinators would have eroded the margin thesis underwritten at acquisition.
The specific workflow and the named platforms
A document-processing agent handles invoice intake and coding, a vendor-onboarding workflow validates W-9s and banking details against fraud heuristics, and a data-hygiene job reconciles customer records across CRM and ERP nightly.
Quantified against the baseline
The three workflows together absorbed roughly three FTE of repetitive work, translating to about $420K of annualized run-rate savings. The sponsor now uses the same Diagnostic playbook on two additional portfolio companies.
They came in, framed everything in EBITDA terms our investment committee understood, and shipped a working system in six weeks. We are running the same playbook across the rest of the portfolio.