For investorsBy investor · Holdings and family offices
Run a diverse group of companies with one clear, live view.
A holding sees each company through its own reports, late and in its own format. We give the family or the board one standard, live view of the whole group, and check every capital request against what each company really returns.
The problemWhat goes wrong today
A diverse group is hard to compare, and capital follows the loudest request.
Each operating company keeps its own systems and reports in its own way. Group reporting arrives weeks late, capital requests are judged on the business case presented, and what works in one company rarely reaches the others.
Building a large head office to fix this costs what it was meant to save.
What the benchmarks sayPublished research, with its source
What the research says.
- 10–15%conglomerate discountlinked to inefficient capital allocation, US listed groups1 BCG and HHL Leipzig Graduate School of Management, study of diversified companies, 2014
- 30%higher annual shareholder returnsfor companies in the top third by capital reallocated across business units, vs the bottom third2 McKinsey, “How to put your money where your strategy is”, 2012
- 21%of family office assetsare in private equity, about half of it direct3 UBS, Global Family Office Report 2025 (317 family offices)
- 37%of family officesexpect to raise direct private equity over five years4 UBS, Global Family Office Report 2025 (317 family offices)
How AIx2 helpsWhat changes with the company as built
Four things change.
One view of the group
Every company’s KPIs in one standard, live view.
Capital where it pays
Requests checked against each company’s real returns.
Best practice shared
What works in one company rolled out across the group.
Lean and discreet
No big head office. Runs on-prem with open-source models.
How the work runsThe Five Step Method, in this setting
From read-only access to results, step by step.
- Weeks 1–2
First companies connected
Read-only access, on the group’s own servers; one standard KPI model.
- Weeks 2–6
Each company mapped
Processes, margins and returns rebuilt from each company’s data.
- Weeks 6–10
Capital and practice
Capital requests checked against real returns; proven practices sized for the other companies.
- Ongoing
Group view, live
Group reporting in days; new companies added to the same view.
Illustrative caseA worked example, with its arithmetic
Family holding with eight operating companies, $2B revenue
Illustrative case: a worked example, not a client result. The arithmetic is shown below it.
The situation
Group reporting arrived four weeks late, only some capital requests were checked against results, and no two of the eight companies reported alike.
What AIx2 did
- Put all eight companies on one standard view, on the group’s own servers.
- Checked every capital request against the company’s real returns.
- Found the margin levers in the first three companies and assigned owners.
BeforeWith AIx2
Group reporting
4 weeks late to 2 days
Capital requests checked
some to 100%
Companies on one standard view
0 of 8 to 8 of 8
Illustrative. +2 points of margin in three of the eight companies, with $1.2B combined revenue = +$24M EBITDA a year.
What you receiveThe deliverables
What lands on your desk.
- One standard, live view of the group
- Capital requests checked against real returns
- Practice playbook across companies
- On-prem deployment, data stays home
More for investorsThe other deal stages and investor types
The same evidence, for every seat at the table.
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