For investorsBy investor · Private equity and growth funds
Create value across the portfolio, and prove it to your LPs.
Holds are longer and LPs want distributions they can see. We give the fund one live, auditable view of how each company runs, from diligence to exit.
The problemWhat goes wrong today
Returns now come from operations, and LPs want the evidence.
Each portfolio company reports in its own way, weeks late. What works in one company stays there, and the exit data room is built in a rush at the end of the hold.
LPs increasingly ask for proof of value creation, not a narrative.
What the benchmarks sayPublished research, with its source
What the research says.
- ~7 yrsaverage hold at exitup from 5–6 years; IRR tends to stall around year seven1 Bain & Company, Global Private Equity Report 2026
- 2.5×as many LPsnow rank DPI a most critical metric vs three years ago2 McKinsey, Global Private Markets Report 2025 (survey of LPs)
- ~20%of portfolio companieshave gen AI in use with concrete results so far3 Bain & Company, Global Private Equity Report 2025 (survey of investors with $3.2T in assets)
How AIx2 helpsWhat changes with the company as built
Four things change.
Sharper diligence
Targets mapped from data before the investment committee.
One portfolio playbook
What works in one company rolled out to the next.
LP-ready proof
Value creation shown with live, auditable data.
Exit readiness
Clean data and a proven equity story at exit.
How the work runsThe Five Step Method, in this setting
From read-only access to results, step by step.
- Weeks 1–2
Portfolio connected
The first portfolio companies connected read-only, one standard data model for all.
- Weeks 2–6
Each company mapped
Processes, margins and red flags rebuilt from each company’s own data.
- Weeks 6–10
Playbook rolled out
Levers proven in one company sized and assigned in the others; one live KPI view.
- Ongoing
Proof for LPs and exit
Monthly KPI pack in days, an exit data room that stays ready.
Illustrative caseA worked example, with its arithmetic
$3B buyout fund with 12 portfolio companies
Illustrative case: a worked example, not a client result. The arithmetic is shown below it.
The situation
The monthly portfolio KPI pack took three weeks to assemble, no two companies reported alike, and the exit data room was built only at exit.
What AIx2 did
- Connected five portfolio companies to one standard, live view.
- Found the margin levers in each company’s own data and rolled what worked from one company out to the next.
- Kept the exit data room current from the same data, every month.
BeforeWith AIx2
Monthly portfolio KPI pack
3 weeks to 2 days
Exit data room
built at exit to always ready
Companies on one live view
0 to 5
Illustrative. +2 points of margin in five companies averaging $300M revenue = +$30M EBITDA a year; at an assumed 10× ≈ $300M.
What you receiveThe deliverables
What lands on your desk.
- One live KPI view across the portfolio
- Lever playbook shared between companies
- LP reporting from auditable data
- An exit data room that stays ready
More for investorsThe other deal stages and investor types
The same evidence, for every seat at the table.
- By deal stageDue diligenceSee how the target really runs, before you sign.$40M overpayment avoided
- By deal stageM&A and integrationCapture the synergies you paid for, from the first day after closing.$14M more revenue synergies a year
- By deal stageValue creationTurn the value-creation plan into EBITDA, not slides.+$10M EBITDA a year
- By investorHoldings and family officesRun a diverse group of companies with one clear, live view.+$24M EBITDA a year across the group
- By investorLPs and endowmentsSee through every fund to the companies underneath.1,400 portfolio companies seen through
- By investorSovereign and state portfoliosLift the performance of state-owned companies, with transparency the public can trust.$60M lower costs a year