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FOR ACQUIRERS

Half the process you bought lives in the seller's head.

For search fund CEOs, holdcos and lower-mid-market fund partners in their first year of owning a company. The seller leaves in six months. We map what leaves with them before it does, and build the first agent in your first hundred days.

Per company or per portfolio

Post-Close AI Plan

  • What lives in the seller's head: the processes that leave with them, mapped as they actually run
  • First-100-days plan: the one workflow to automate first, with a baseline measured before anything is built
  • Readiness scoring across the companies you own, grouped by system of record, so one build serves several and the next company you buy on the same system starts from a mapped template, and for each one the answer to a question a buyer will ask you later: who can run this process when the agent is wrong
  • A priced 90-Day Production Sprint for the first workflow, or an honest recommendation not to
  • The pre-close diligence memo on your next deal, if you want it
Book a call

30 minutes · no deck · no cost. Bring the work that piles up.

HOW IT RUNS

  1. Week 1

    Interviews with the seller and the people who run the process. Read-only access to the systems.

  2. Weeks 2–3

    The real process map, loops and exceptions costed, every step sorted: delete, code, agent, human.

  3. Week 4

    Readout: the baseline, the first-hundred-days plan, and a fixed price for the first build. It is written as the page a board wants before an AI decision: the outcome, the number it starts from, the evidence due at the next review, and who owns delivery.

WHAT IT DOES TO THE RETURN

Automation is usually sold to an owner as margin. For an acquirer it moves three numbers, and the second two are larger.

  1. Earnings

    The workflow runs with fewer touches, so the cost comes out and the cycle time with it. This is the part everyone prices.

  2. The multiple

    A buyer prices in the cost and risk of fixing a messy operation and keeps the upside. A documented, standardized process with an agent running it is what a growth buyer pays more for, because growth is easier to underwrite when the operation does not break under volume. Complexity left in place does not raise the price. It lowers it.

  3. The hold

    Companies grouped by shared operating logic get one build, not one each, so value shows up earlier in the hold and the asset is ready to market sooner. The same dollar of value realized over a shorter period is a higher return.

Projects like this qualify for financing through BDC's LIFT program for Canadian businesses with C$1M or more in sales, on preferential terms when the supplier is Canadian. We are. How LIFT works →

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