What is the RAG PE Sponsor Advisory Retainer?
The PE Sponsor Advisory Retainer is a monthly engagement, from $20,000 to $45,000, that gives a sponsor one AI partner across the whole portfolio. It covers portfolio AI mapping, vendor evaluations, governance standards, monthly portfolio reviews, and a quarterly LP grade memo. Exit after the first 90 days without penalty.
From $20,000/month (to $45,000) 12 month term First Quarter Out
Schedule a Portfolio ReviewWho it is for
- Operating partners responsible for AI across 4 or more portfolio companies.
Who it is not for
- Sponsors with one AI project at one company (choose the PE Value Creation Program).
What you get
- 01Portfolio AI map within 30 days: maturity score and top opportunity for every company.
- 02Monthly 90 minute portfolio review with the operating partner.
- 03Written vendor evaluations within 5 business days when a portfolio company is pitched an AI tool.
- 04Portfolio AI governance standards the sponsor can require across companies.
- 05Quarterly LP grade memo summarizing AI work and results across the portfolio.
- 06Priority scheduling for portfolio company engagements.
Price and what moves it
From $20,000/month (to $45,000)
- $20,000/month for up to 6 portfolio companies. Moves toward $45,000 with portfolio size, AUM, and add-on activity.
The offer
First Quarter Out
The portfolio AI map arrives within 30 days. If the first 90 days do not prove the value, exit without penalty. Otherwise the 12 month term applies.
Your part: introductions to each portfolio company CEO within 30 days.
Questions
Why a sponsor level retainer instead of project by project?
One partner sets the standard across every company, catches bad vendor deals before they are signed, and reports to LPs in one voice.
Are portfolio company builds included?
No. Builds are scoped and priced separately at each company, with priority scheduling.
What does a vendor evaluation cover?
Fit, total cost, data handling, lock in risk, and a written recommendation.
Can you present to LPs?
Yes. The quarterly memo is written for LP materials, and a principal can present at annual meetings.
How do we exit?
After the first 90 days, without penalty. After that, under the 12 month term.
Who leads it?
A founding principal with sponsor side experience at NHK Capital Partners.