Private Equity & SBA

Portfolio company value creation you can measure.

For sponsors, operating partners and SBA acquisition brokers: origination, intake and back-office systems built inside the company and measured against a written baseline.

Book a Strategy Call Two ways we create value
Drawing: the value bridge An illustrative bridge from value at entry to value at exit. Three steps add to it: lower cost from automating preparation work, more revenue from pipeline built on signals, and a better multiple as documented systems reduce key-person dependence. An evidence log of every tool, model and control supports diligence at exit. Beneath, a 90-day deployment runs from assessment through build to documentation and hand-over. No figures are shown. Summit Logic Value bridge Dwg SL-0010 Sheet 1 of 1 Rev A Illustrative Value Entry 1 2 3 Cost Revenue Multiple Preparation automated Pipeline from signals Less key-person risk Exit Value created Measured in the statements 4 Diligence Evidence log Every tool Every model Every control Every owner Assess Build and deploy Document and hand over 90-day deployment per portfolio company
the problem

What we hear from operating partners

AI is on every value creation plan. Showing it in the statements is the hard part.

Pilots that never reach the P&L

Each portfolio company runs its own experiments, and few of them change how the work gets done.

Thin teams at the portfolio company

The people who know the process have no time to rebuild it, and hiring takes quarters you do not have.

SBA files arrive unprepared

Acquisition deals reach the lender with documents missing and add-backs unsupported, and the deal slows or dies.

what we build

Two ways we create value

Forward deployed work inside the portfolio company, and a packaged system for SBA acquisition deals. The same process work drives both.

  1. AI solutions sprint

    Forward deployed engineering (FDE) inside the portfolio company, sold as a thirty to ninety day sprint.

    • Process audit, then build and deploy in their systems
    • A written baseline before work starts

  2. Lead to revenue system

    The origination, enrollment or outbound system a portfolio company needs to grow revenue.

    • Fit to one bottleneck
    • Reporting from first touch to closed revenue

  3. SBA Acquisition Diligence System

    Buyer and broker-side pre-underwriting for SBA acquisition deals, ending in a lender-ready package.

    • Document chase and spreading
    • Add-back review prep for a person to judge

  4. Evidence for the next buyer

    Every tool, model, control and owner on record, so the work holds up in diligence at exit.

    • Backed by Governance & Risk
    • Exportable in full
example workflow

Example workflow: from process audit to measured value

This is how a sprint runs inside a portfolio company. The sponsor sees the same baseline the team does.

  1. 01

    Baseline

    Agree on the current numbers, and what counts as attributable, before anything is built.

  2. 02

    Audit

    Map the process with the people in it. Sort each step into delete, code, agent or human review.

  3. 03

    Build

    Deploy inside the company's systems, starting with the most expensive bottleneck.

  4. 04

    Measure

    Report against the baseline, in terms the operating partner can take to the board.

  5. 05

    Document

    Record every tool, model and owner, so the work survives diligence.

  6. 06

    Repeat

    Take what worked to the next portfolio company, with the playbook already written.

how it starts

Start with a GTM Strategy Sprint

Positioning, ideal client, offers and a channel plan, plus a funnel leak map and baseline numbers. It ends with a starting point we both agree on.

  • 25 years building and running enterprise technology
  • A commercial lending brokerage of our own
  • AI systems built in-house
  • Veteran-owned, in Loveland, Colorado

How each step works

questions

What people ask us

How does AI create value in a private equity portfolio company?

It creates value when it changes a high-frequency process, such as origination, intake or reporting, and the change shows up against a written baseline. The process comes first and the model comes second.

What does forward deployed mean here?

It means we work inside the portfolio company, in its systems, next to the people doing the work. We do not hand over a slide deck and leave.

What is the SBA Acquisition Diligence System?

It is buyer and broker-side pre-underwriting for SBA acquisition deals. It covers document chase, spreading and add-back review prep, and it ends in a package ready for the lender.

Do you underwrite or make credit decisions on SBA deals?

No. We prepare the file and a person judges it. The lender makes the credit decision.

How long does a sprint take?

A sprint runs thirty to ninety days, depending on the process and the systems. We scope it after the audit.

Bring us one portfolio company

Forty-five minutes. Pick the company and the process, and we will tell you where we would start.

Book a Strategy Call