Who we help · Private equity
Make your PortCos AI native.
A read-only diagnostic finds the revenue, margin, and cash each company earned but never collected. Kadre builds and runs all the workflows, with the company's operator approving. The firm sees the results in the language of the board.
Two ways we work with private equity firms
Inside a portfolio company, agents recover revenue, margin, and cash that would otherwise leak. At the firm, the same work sharpens diligence and shows where value leaks across the portfolio. Most firms start with one company and bring us to the firm side once the results are in.
Recover what each company already earned
For the platform CFO or the accountable operating owner. Unsold estimates, expiring policies, contract-to-billing gaps, and disputed invoices are value that leaks after the sale. We find where, and only then propose an agent. Each workflow that goes live makes the next one cheaper, because the connectors, policies, and shared memory are already in place.
- A read-only commercial leakage diagnostic, with a decision package the CFO can trace
- A bounded pilot, then Kadre runs the workflow while approvals stay with the company
- Rollout to sibling companies after one auditable result, never assumed at signing
Diligence and portfolio reviews
Work for your deal team and your operating partners, done by an engineer and an operator who has run the function under review.
- AI diligence on a target: how exposed the business model is, what the data can support, where commercial value leaks today, and a first-hundred-days view for the investment committee
- Portfolio reviews: a structured review across companies that returns a prioritized list of workflows with owners, and the patterns that repeat across the portfolio
- Operating-partner reporting: the same results the portfolio company sees, in the language of the board
The entry point is a read-only diagnostic
The Commercial leakage diagnostic examines one recurring commercial process without touching production or contacting your customers. It returns a decision package a CFO can trace, including the decision to stop.
How the workflow diagnostic works
- Eligible event population and the value it represents
- Current conversion, realization, or recovery baseline
- Automation and configuration your software already has
- Data completeness and whether outcomes can be traced
- Consent and lawful contactability where outreach is contemplated
- Human capacity to handle exceptions
One failed critical gate means no production deployment. The diagnostic is designed to reject bad fits.
Candidate workflows
Revenue a company has already earned but never collected: a quote nobody followed up, a renewal that started too late, an invoice nobody chased.
Quote follow-up
- Trigger
- Quote quiet past your threshold
- Owner
- Sales lead
- Approval
- Every send
- Measured
- Reopened quotes, cycle time, reviewer time
Renewal preparation
- Trigger
- Contract expiring in 45 days
- Owner
- Account manager
- Approval
- Every packet
- Measured
- Renewals prepared on time, discrepancies cleared
Invoice exceptions
- Trigger
- Dispute or short payment
- Owner
- AR lead
- Approval
- Every credit
- Measured
- Days to resolution, credits within policy
Candidate workflows. The diagnostic determines whether any applies to a specific company.
How a portfolio goes AI native
Company by company, in the order the diagnostic sets. Not every company is a fit: if the diagnostic finds nothing worth automating, we say so and stop there. Each company that goes live reports in P&L terms: revenue recovered, margin protected, and cash collected sooner.
Our approach
Inside one portfolio company
What a portfolio CFO sees once the first workflow is live: the company's own CRM, books, and orders in one workspace, quiet quotes found and followed up, and the sales lead approving every send.
How Ask Kadre works
Inside one portfolio company. Ask about quotes, orders, and receivables. Kadre reads the company's systems, shows what it checked, and stops before anything changes a record.
The sponsor introduces. The platform company buys.
The operating partner is the introducer and the validator. The platform company is the economic buyer, the pilot environment, and the source of operational proof. Replication across the portfolio is earned after one auditable result. It is never assumed at signing.
Sponsor
Introduces one qualified platform companyValidates the baseline and the readoutDecides on replication after proofPlatform company
Owns the budget and the approval decisionsNames the operational ownerKeeps the data and the outcomeKadre
Runs the diagnostic read-onlyBuilds and operates the workflowReports evidence against the numberNot on offer
Portfolio-wide rollout before proofOutcome fees before a credible baselineAutonomous pricing, credit, or compliance decisionsWork examples
Two anonymized engagements. Each one states what is in production and whether results have been measured yet.
See work examples
An outreach workflow running inside a client's own cloud account with every draft reviewed by a person. An order intake workflow in production with approval and posting kept with the PortCo's team. Read them plainly.
Start with one PortCo.
Introduce us to one portfolio company. A read-only diagnostic shows where it is losing revenue, margin, or cash, and you and the company see the results.