How to test an AI benefit before putting it in the deal model
Separate time saved from usable capacity before an AI benefit goes into the deal model.
For PE sponsors, operating partners and portfolio-company leaders
We build the systems and capacity behind your value creation plan.
Proactive Logic turns a value creation plan into working operations: KPI reporting the board can trust, AI-assisted workflows, modernized systems and the senior people to run the work.
What we build
Where value creation plans stall, and what we build for each
The plan is usually clear. The data, workflows and people needed to carry it out are often missing. These are the six gaps we work on most.
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Where the plan stalls: KPI data is spread across source systems, spreadsheets and rollups.
Data & KPI visibility
One trusted KPI layer across the operating systems, reported on a cadence the board can rely on.
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Where the plan stalls: AI ideas stall because they are not tied to a specific operating lever.
AI workflow automation
AI built into the workflows that affect margin, cycle time and capacity, with people in control of the output.
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Where the plan stalls: Diligence findings end up in a slide deck instead of a Day-1 plan.
Technology diligence & Day-1 planning
Technology, data and integration findings turned into Day-1 and first-100-day workstreams with clear owners.
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Where the plan stalls: Legacy systems and spreadsheet workflows slow integration and reporting.
Legacy workflow modernization
Fragile internal systems rebuilt so they keep the operating logic the business depends on.
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Where the plan stalls: Dashboards describe the problem but leave the next decision open.
Decision engines & optimization
Explainable recommendations that management teams can act on.
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Where the plan stalls: The management team lacks the senior specialists to run the workstreams.
Flex technology talent
Senior specialists assigned to the workstream, without adding permanent headcount.
Insights
Latest field guides
Practical checks for sponsors and management teams testing a value creation plan.
Does your value-creation plan have the delivery capacity it needs?
Check whether named people with available hours stand behind each commitment in the plan.
Which technology and data dependencies could derail the first 100 days?
Find the access gaps and disputed data definitions that can hold up early operating commitments.
How we work
How the work runs through the hold period
We add execution capacity for the sponsor and the management team. We do not replace their judgment.
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First 30 days
Visibility and definitions
Map the operating systems, data flows and reporting gaps. Agree the KPIs the sponsor and management will run on, and name the risks and workstreams worth pursuing.
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Days 30–100
Build and clean up
Stand up data integration, KPI reporting and AI workflows. Modernize the legacy workflows that block execution and consolidate reporting across add-on acquisitions.
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Ongoing
Run and prepare for exit
Run the reporting cadence the board expects, keep improving the workstreams that compound over the hold period, and tighten data and reporting for exit readiness.
Phase timing is agreed with each team. These are not fixed schedules.
- Senior specialists
- Senior people chosen for the workstream, not a generalist team learning it from scratch.
- Working systems
- We build the data, workflows and systems behind the plan. The deliverable is operating capacity, not a deck.
- AI with human judgment
- We use AI to work faster. Judgment stays with the operators, the sponsor and the management team.
- Risk moves in stages
- Engagements move from discovery to hardening to managed support, so risk transfers as the operating system matures.
- PE pattern recognition
- A pattern base built across 200+ M&A and deal advisory situations.
Start with one constraint
Tell us where the plan is stuck.
The diagnostic is a conversation with a senior partner. Bring the operating context and leave with a working hypothesis on which value creation workstream should move first.
A general description is enough for the first conversation. Keep confidential deal information out of the initial request.