What is the RAG PE Value Creation Program?
The PE Value Creation Program is a 16 to 24 week engagement, from $180,000 to $350,000 per portfolio company, that installs production AI workflows against the sponsor's value creation plan. It runs Audit, Architect, Install, and Govern with sponsor review at every gate, and reports results in EBITDA terms the investment committee can use.
From $180,000 per portfolio company (to $350,000) 16 to 24 weeks Phase Exit Rights
Schedule a Portfolio ReviewWho it is for
- Portfolio companies from $25M to $500M in revenue with an AI line in the value creation plan. Operating partners who need sponsor grade reporting, not a vendor demo.
Who it is not for
- Companies outside a sponsor structure that do not need investor reporting (choose the AI Enablement Program).
What you get
- 01Value creation thesis: the AI levers across revenue, cost, margin, and exit multiple, each with an EBITDA estimate.
- 02Architecture and build plan for each chosen workflow, approved at a sponsor gate.
- 03Production AI workflows installed across the agreed levers.
- 04Quarterly LP grade report: what shipped, what it moved, and what is next.
- 05Governance charter and exit ready AI documentation a buyer can verify in diligence.
How it runs
Weeks 1 to 4
Audit and thesis.
Weeks 5 to 7
Architect and sponsor gate.
Weeks 8 to 20
Install in waves.
Then
Govern with quarterly reporting.
Price and what moves it
From $180,000 per portfolio company (to $350,000)
- $180,000 for 3 levers in one business unit. Moves toward $350,000 with more levers, more business units, add-on integration, and regulated data. Fixed price set in writing after the Audit phase.
The offer
Phase Exit Rights
Billed by phase: Audit 20%, Architect 20%, Install 45%, Govern 15%. The sponsor can stop at any gate and keep everything delivered.
Your part: gate decisions within 5 business days.
What you own
Everything we build sits in your accounts from day one: prompts, workflows, credentials, and documentation. You get a plain language runbook, one recorded team training session, and 30 days of support after launch.
After this
The PE Sponsor Advisory Retainer extends the same standard across the rest of the portfolio.
Questions
How does AI create value in a PE portfolio company?
Four levers: new revenue captured, labor cost absorbed, margin recovered, and a stronger exit story backed by documented AI operations.
How is this different from hiring a Big Four firm?
Published Big Four engagements commonly start at $250,000 and run past $1M. This program installs production workflows at or below that floor and is led by founding principals.
What does the investment committee see?
A thesis with EBITDA estimates before work starts, a gate review at each phase, and a quarterly report on results.
Can the portfolio company CEO run it day to day?
Yes. The CEO and CFO own the workflows. The sponsor gets the reporting.
Does Portfolio Diligence credit toward this?
Yes. 50% of the diligence fee credits against the Audit phase if the program is signed within 30 days of close.
What does the buyer see at exit?
The governance charter, workflow documentation, and quarterly results, organized for diligence.
We take 10 build engagements per quarter.
Schedule a Portfolio Review