A portfolio-wide AI playbook delivered measurable EBITDA improvement across three mid-market companies in under 6 months.
Average EBITDA improvement per company
Time to first measurable impact
Combined annual cost savings
Companies transformed simultaneously
A mid-market PE firm had a thesis that AI could accelerate value creation across their portfolio, but lacked the in-house expertise to identify and execute opportunities.
Portfolio-wide AI playbook with rapid assessments at each company
90-day value creation sprints with tailored solutions per business
Automated quality inspection, intelligent routing, and AI-powered client onboarding across the portfolio
The PE firm adopted the ClearForge AI playbook as standard for all new acquisitions. Two portfolio companies moved to ongoing retainers.
Every engagement starts with understanding your specific challenges.