Private Equity · CLARITY
AI Roadmap for Portfolio Companies.
Comparable baselines across every portco, opportunities ranked by EBITDA impact, and reporting your LPs and IC can audit.
The problem this solves
- No comparable view of AI maturity across portfolio companies
- Value-creation claims unsupported by measured baselines
- AI narratives at exit built on adjectives, not deltas
What we measure
- Portcos baselined
- EBITDA opportunity identified and ranked
- Initiatives reporting measured ROI
Every engagement starts by baselining these numbers in your systems — results are reported against your baseline, not against industry averages.
The playbook
01
Portfolio-wide Radar
Every portco assessed on the same seven dimensions — comparable scores, honest gaps, a ranked deployment queue.
02
Value-creation baselines
Call, lead, conversion, and admin-hour data pulled per portco — the before that makes every after provable.
03
LP & IC reporting
A portfolio AI dashboard: initiatives, baselines, deltas. The annual-meeting answer, maintained quarterly.
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 Revenue Intel does, out of the box.
Baseline audit & build
We pull your phone, CRM, and ops data into a documented starting point.
Live KPI dashboard
One screen for pipeline, conversion, response times, and capacity.
Call & lead analytics
Every inbound touch counted, timed, and attributed to its source.
Automated reporting
Weekly and monthly reports assembled and delivered without anyone building them.
Threshold alerting
Answer rate drops or pipeline stalls trigger alerts before they become quarters.
Attribution mapping
Which channel produced which booked job — spend follows evidence.
Also in the Private Equity program
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.
BESPOKE
Custom AI Agents & Integrations for Private Equity
The engines rolled out across portcos by one team, on one playbook, with one reporting layer — and exit-ready evidence as the byproduct.
Next step
See what Revenue Intel 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.