PlexoClose and reporting
Where numbers are retyped before they reach the pack the board sees.
Private equity · Value creation
Put AI in the value creation plan.Start from how the portco actually runs.
Five people. Seven days. You get the map of one workflow and the order of what an agent can own—so the plan names work, not a slide under digital.
Bring one portfolio company and one process. We tell you if the week is worth it.
Name one process in the plan.We scope the week on the call.
Order to cash
Where a quote, a change, or a credit lives outside the CRM and ERP.
Work-order close
Where the traveler or ticket is filled in after the work is already done.
Vendor and PO flow
Where onboarding, approvals, or receipts still depend on one inbox.
If yours is not listed, bring the lever the board already expects to move.
One portco process.Mapped in seven days.
You name it
One portfolio company, one process, five people who run it. No IT prep.
The agent interviews
In parallel, on a break, in English or Spanish. Confidential to the engagement.
You see what belongs in the VCP
The map and the order, live, with the operating partner and portco leadership.
The week ends in an order.That order is what the plan can name.
The week installs nothing. It says which step an agent can own first, what stays with a person, and what should wait. If you want the agent built, we do that next with the portco team, in that order. If you only want the map for the VCP, the map is yours.
Book it if you own the plan.Wait if you are shopping for software.
Book it if
- You are an operating partner or portfolio-ops lead with a VCP (or a board that expects one).
- You can name one portco process and five people who do it.
- You want AI in the plan tied to real work, not a digital initiative with no owner.
Wait if
- You need a vendor bake-off or an ERP replacement shortlist.
- You only want a headcount reduction case.
- You cannot give twenty minutes with the people who run the process.
The 30 minutes.Not a pitch deck.
- 01
You describe the process
The one in the VCP—or the one that keeps failing the operating review.
- 02
We say if the week is enough
Five interviews have to be enough for a map and an order the plan can use.
- 03
If it fits, you leave with a date
The five roles to invite at the portco, and the day interviews start.
Before you book.
Who is this for?
Operating partners, portfolio-ops leads, and deal-team members who own the value creation plan. The portco COO can join the call; the buyer for this page is the fund side.
What do we get in seven days?
Five interviews, the operating map of one process, and the order of what an agent can own first. That is what you can put in the VCP. Building the agent after is scoped separately with the portco team.
Do you need access to the portco's systems?
No. No integrations, no logins, no IT ticket. The agent talks to people.
Is this diligence or monitoring?
Neither. Individual performance is not the output. You receive aggregated bottlenecks by role—not names, not recordings—for one process you chose.
How does this sit next to the investment memo?
The memo can name the lever. We refuse to lock an AI initiative until someone who does the work has shown the path the system does not record. The week is that check.
What do you need from us?
A decision-maker on the review (operating partner or portco lead), one process to start, and permission to talk to five people.
Book the call.Bring one process from the plan.
30 minutes. If the week fits, you leave with the five people and the start date.
Prefer to write? team@useplexo.com