See Where AI Moves EBITDA Across Your Entire Portfolio—In 30 Days
Most value creation plans have AI on every page and a clear answer at zero portcos. This 30-day fund-level engagement gives you a standardized maturity scorecard for every company, a portfolio heat map, top EBITDA bets per portco, and a defensible recommendation for where the next $1M goes.
"AI" Is on Every Page of Every Plan—and Nowhere in Particular
The value creation plan says AI. The LP letter says AI. The IC memo says AI. What none of them say is which portco, which process, which quarter.
The problem isn’t ambition. It’s comparability. Most operating partners get bespoke per-portco assessments that can’t be put side-by-side. The heat map is a feel, not a defensible artifact. The capital allocation decision is judgment, not data.
This benchmark fixes that. Same rubric, every portco, in 30 days. The output drops directly into the IC memo and the next LP update. The investment recommendation is defended in writing—and most often turns into 3-5 prioritized portco engagements that actually move EBITDA.
What the Fund Gets
How the Benchmark Runs
Thirty days. Same rubric across every portco. Defensible output.
Fund-Level Kickoff
Working session with the operating partner / value creation team. Confirm the portfolio in scope, the maturity dimensions that matter for this fund, and the EBITDA-impact lenses to apply. Standardize the rubric before we touch a portco.
Parallel Portco Assessments
Two interviews per portco—CEO/CFO and the operations lead. Process maturity, data readiness, talent, tooling, EBITDA-impact bets. Same rubric, different facts. We work portcos in parallel so the fund-level engagement stays at 30 days regardless of portfolio size.
Heat Map & Bets
Portfolio heat map: ready now, needs foundation, non-applicable. Top-5 EBITDA bets per portco with size, effort, and rough payback. Identify the 3 portcos where the next dollar of value-creation budget compounds hardest.
Investment Recommendation
Single-page executive summary suitable for IC and LP updates. Live readout to the operating partner. Three concrete next-engagement recommendations, sequenced. Optional refresh as a 6- or 12-month retainer.
Your Deliverables
Fund-level artifacts plus per-portco briefs. Optional annual refresh.
Standardized Maturity Scorecard
A single rubric applied across the portfolio: process maturity, data readiness, talent depth, tooling posture, and AI-suitability. Same axes, every portco. Comparable.
Portfolio Heat Map
Visual classification of every portco: ready to deploy AI now, needs data/process foundation first, or non-applicable for AI investment in this hold cycle. Drives sequencing of capital.
Top-5 EBITDA Bets Per Portco
Five concrete AI / automation opportunities per company, sized by EBITDA impact, effort, and rough payback. Specific enough to scope a Sprint, not generic enough to be a deck slide.
Fund-Level Investment Recommendation
Where the next $1M of value-creation budget compounds hardest. Which portcos to fund first, which to revisit at 12 months, which to deprioritize. Defended in writing.
Executive Summary
Single-page summary suitable for the IC and the next LP update. The narrative an operating partner can take to a fund-level audience without re-formatting.
Per-Portco Briefs
A 2-3 page brief per portco with maturity scoring, top bets, and immediate next steps. Useful artifact for the portco CEO and the value-creation team alike.
Working Files & Interview Notes
Source material behind the assessment. Reusable next time you need to go a layer deeper at any one portco.
Optional Annual Refresh
Same rubric, applied 6 or 12 months later. Maturity progression becomes a fund-level metric you can report on.
Why Operating Partners Choose Proactive Logic
Sells Once, Serves the Fund
Bought once at the fund level by the operating partner. Output drives 3-5 prioritized portco engagements. The cheapest path from a single decision to multiple deployments.
Same Rubric, Comparable Output
Most portfolio reviews are bespoke per portco and impossible to compare. We standardize the rubric so the heat map is real and the investment recommendation is defensible.
PE-Native Vocabulary
EBITDA impact, hold-period fit, LP commentary, value-creation-plan integration. The output drops directly into the artifacts the operating partner already produces.
Engineers in the Room
Forward-deployed engineers conduct the portco interviews alongside the lead. The bets are technically credible because the people identifying them have actually shipped them.
Request Your 10-Minute Diagnostic
Find out where EBITDA improvements are hiding in your portfolio. Our diagnostic identifies your top 3 operational efficiency opportunities and maps them to your hold-period timeline.
- No pitch deck — just a focused look at where you're leaving value on the table
- Projected EBITDA impact per lever, mapped to your timeline
- Quick wins you can execute in the first 30 days
Annual Portfolio Review Coming Up?
Schedule a 30-minute call with a PE-fluent lead. We’ll confirm portfolio scope, fee, and timeline—and tell you whether a benchmark or a per-portco Sprint is the better starting point.
Schedule Your Call