For PE operating partners

Turn the hold period into a value-creation engine.

Your portfolio companies — manufacturers especially — are under pressure to show operational and financial gains on the clock. We build AI-accelerated software they own outright: expanding EBITDA and modernizing operations without a rip-and-replace that stalls production, and leaving a clean, documented tech asset that strengthens the exit.

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The value-creation clock is running.

Operations capped by legacy and manual systems

On the shop floor especially, production runs on spreadsheets, paper travelers, and 20-year-old systems one person understands. Throughput, on-time delivery, and working capital stay stuck where the software is — and you can't expand EBITDA on a process you can't see or change.

No real-time line of sight to the numbers

When every portco runs on different, disconnected systems, you're reconciling spreadsheets to answer the board. Operating partners can't drive improvement — or report it to LPs — without real-time operational and financial visibility.

A messy stack drags the exit

Fragmented legacy systems and redundant SaaS don't just erode margin during the hold — they read as risk in diligence and weigh on the multiple at exit. Buyers pay up for clean, owned, documented technology.

Portco-level proof. Portfolio-level capability.

Every build below came from the same engineering team and the same AI-accelerated methodology we bring to your portfolio — shipped fast, owned by the company, across the verticals PE backs.

Operational systems unification (industrial)

For a $7B+ industrial services company, we unified field operations, CRM, and back-office systems across multiple business units onto a single operating layer — the same modernization a multi-plant manufacturer (or a freshly acquired bolt-on) needs to run on one source of truth.

Compliant Digital Infrastructure in Regulated Verticals

We built a HIPAA-compliant diagnostics platform from scratch for a healthcare company operating under strict regulatory requirements. For PE firms acquiring in healthcare or life sciences, this is the kind of compliant infrastructure buildout every portco needs.

Mission-Critical Operational Software

For an environmental and chemical analytical lab, we delivered a full LIMS (Laboratory Information Management System) that handles sample tracking, chain of custody, and regulatory reporting. When your portcos run on operational software that doesn't exist off the shelf, we build it.

AI Automation at the Enterprise Level

We deployed an AI-powered call center platform that automates inbound routing, customer interaction, and escalation workflows. Build once for one portco, roll the pattern out across the portfolio — that's how AI automation scales under a platform thesis.

Healthcare & Diagnostics in the Portfolio

Labs and healthcare are being acquired faster than their software can keep up.

PE is rolling up diagnostics, specialty labs, and provider groups at speed — and inheriting the same problem every time: a failing LIMS, a fragmented EHR and billing stack, and a patient or customer portal a decade behind. We've spent fifteen years building exactly these systems — laboratory information management, patient and customer portals, and AI-infused workflows. The play is the same one we run on the shop floor: put the portco's data at the center, and a roster of AI agents on top.

UNIFIED DATA CORE AI AGENT Clinical Documentation AI AGENT Prior-Auth & Eligibility AI AGENT Coding, Billing & Denials AI AGENT Results Routing & Triage AI AGENT Scheduling & Capacity AI AGENT Specimen & LIMS QA
UNIFIED DATA COREPatient · Lab · Imaging · Claims · Billing
Clinical Documentation
Prior-Auth & Eligibility
Coding, Billing & Denials
Results Routing & Triage
Scheduling & Capacity
Specimen & LIMS QA

The portco's systems stay — unified, not replaced

EHR / EMR LIMS PACS / Imaging Billing / RCM Patient Portal Devices & Instruments

Build it once and roll the pattern to every add-on in the platform. The portco owns the core outright — a clean, documented asset that reads well in diligence and lifts the multiple at exit.

Built for how PE actually operates.

120+
Engineers on our bench in Latin America. A dedicated integration team can spin up within two weeks of close — no recruiting lag, no ramp time, no competing with Bay Area talent markets.
6
Regulated verticals delivered — healthcare, life sciences, industrial, logistics, manufacturing, and enterprise SaaS. We don't need to learn your portco's compliance requirements from scratch.
1
Methodology across every engagement. The same AI-accelerated development process, sprint cadence, and delivery model — whether we're integrating one portco or ten.

How we work with PE operating teams.

1

Value-creation audit

We map each portco's operations and systems against your value-creation plan — where AI and custom software unlock the fastest operational and EBITDA gains, and what's quietly putting the exit at risk.

2

100-day roadmap

We sequence the highest-ROI builds first, tied to your thesis and the hold timeline — quick operational wins in the first 100 days, compounding from there.

3

Build & modernize — without stopping the line

Our team executes AI-accelerated, in parallel across portcos. We surround legacy systems, substitute the redundant ones, and sunset the licenses — modernizing without a cutover that disrupts production.

4

Own it through to exit

You own every build outright. We steward it through the hold, roll proven patterns to new acquisitions, and hand over clean, documented technology that strengthens diligence at exit.

What modernization is worth at exit

Owned, AI-accelerated software isn't an IT line item — it's EBITDA you expand and a clean, documented asset that lifts the multiple. Put a portco's numbers in:

Annual EBITDA impact
Enterprise value created at exit

Every dollar of recurring cost you remove or EBITDA you add is worth your exit multiple in enterprise value. Owning the software also removes vendor-concentration and license-cliff risk that surfaces in diligence — protecting the multiple, not just the margin.

Illustrative — your numbers depend on the portco. See the benchmarks behind it in The Portfolio Software Tax, or have a Slingr assessment turn these into a real, scoped value-creation plan.

Where it leads

From portco silos to an exit-ready operating core.

The same evolution, run on the hold clock: merge the portco's data into one pool it owns, stand up the custom platform that runs the operation, build the roster of agents — and retire the licenses that drag the multiple.

AI AGENTEBITDA Reporting
AI AGENTOps Automation
AI AGENTAnomaly Detection
AI AGENTBoard & LP Reporting
CUSTOM PLATFORMpurpose-built software that runs the business — owned by you
ONE DATA POOLmerged · governed · owned by you
Aging ERPSILOED
MES / Shop floorSILOED
Dept. appsSILOED
SpreadsheetsMANUAL

The portco runs on an aging ERP, siloed plant systems, and spreadsheets. Opex compounds every renewal — and diligence will read the stack as risk.

First, the portco's data merges into one governed pool it owns. Not a sync — a migration. Watch the silos drain.

On that pool we stand up a custom platform — an owned operating asset, not another subscription on the P&L.

A roster of AI agents runs the work. The legacy licenses are retired — what remains is a clean, owned asset that reads well in diligence and lifts the multiple at exit.

Put AI to work on your value-creation plan.

Book a 30-minute call. We'll walk through what we've built, show how our 120-engineer bench spins up within two weeks of close, and scope the highest-ROI builds for a portfolio company — or your whole portfolio.

Talk to our PE team