Private Equity · BESPOKE
Portfolio Value-Creation Deployment.
The engines rolled out across portcos by one team, on one playbook, with one reporting layer — and exit-ready evidence as the byproduct.
The problem this solves
- Each portco buying different tools with no shared learning
- Ops team stretched across deployments it can't staff
- AI capability invisible in the data room at exit
What we measure
- Measured EBITDA lift per portco
- Time-to-deploy per company (should fall)
- Data-room artifacts produced
Every engagement starts by baselining these numbers in your systems — results are reported against your baseline, not against industry averages.
The playbook
01
Lighthouse deployment
Front-office, conversion, and back-office engines live in the highest-opportunity portco first — proof before scale.
02
Cross-portfolio rollout
Our vertical playbooks (home services, dental, insurance, accounting and more) redeployed company by company, faster each time.
03
Exit-ready evidence
Documented baselines, deltas, and running systems — an AI story that survives quality-of-earnings scrutiny.
The market context, in published numbers
88%
of organizations now use AI in at least one business function — up ten points in a year
McKinsey, The State of AI (November 2025 global survey) (2025)
7%
of organizations have fully scaled AI across the business — adoption is everywhere, results are rare
McKinsey, The State of AI (November 2025 global survey) (2025)
$582B
global corporate AI investment in 2025 — up 130% in a single year
1 ≈ 2
individuals working with AI matched the performance of two-person teams working without it, in a 776-professional field experiment at Procter & Gamble
Figures are third-party market benchmarks from the cited sources, not Ometz AI client results. We share them so you can size the problem before we ever talk.
Under the hood
What Custom Agents does, out of the box.
Internal knowledge copilots
Agents trained on your SOPs, pricing, and docs — instant answers for your team.
Document processing pipelines
Contracts, forms, invoices, and records extracted, validated, and filed.
Industry system integrations
PMS, EMR, AMS, TMS, field-service platforms — connected via API or RPA.
Multi-step workflow agents
Agents that execute processes end to end, escalating exceptions to humans.
Voice & chat interfaces
Custom conversational frontends for teams or customers.
Evaluation & monitoring
Every agent ships with quality monitoring and a feedback loop.
Also in the Private Equity program
CLARITY
Revenue Intelligence for Private Equity
Comparable baselines across every portco, opportunities ranked by EBITDA impact, and reporting your LPs and IC can audit.
GROWTH
B2B Growth Engine for Private Equity
Off-market deal flow as a system: researched, principal-grade outreach to founders inside your thesis — so the conversation starts before the bankers do, at relationship prices instead of auction prices.
Next step
See what Custom Agents recovers for your private equity business.
Fourteen questions, four minutes, and a maturity radar across the seven dimensions of AI readiness, from strategy to culture. Then decide if a conversation is worth your time.