Operating leverage
Reduce manual effort, rework, delays, outside spend, and the cost of fragmented workflows while increasing team capacity.
AI Value Creation for Private Equity
Turn AI from a portfolio theme into measurable value creation.
VBT helps operating partners and portfolio-company leaders identify the few opportunities that can materially improve EBITDA, growth, customer value, or enterprise capability, then builds them into production.
Start in one portfolio company and one workflow. Prove the result. Reuse the pattern without forcing every company onto the same platform.
Where value can move
Focus on the work that can materially change the investment case.
Commercial growth
Create differentiated products, better customer experiences, faster service, stronger conversion, and new revenue potential.
Critical-system modernization
Reduce technical drag, improve release speed, strengthen data access, and make the company more capable of adopting AI.
Management visibility
Bring fragmented operating information together so leaders can understand performance, risk, exceptions, and opportunity sooner.
Two paths into the portfolio company
Start with the constraint, not a predetermined technology program.
Transform the work that should operate differently, or modernize the system preventing it from doing so.
Transform Work
Redesign one high-value workflow with clear economics, accountable ownership, and a practical path to production, then expand only after the result is visible.
Explore Transform WorkModernize + AI
Modernize the critical platforms, integrations, and data foundations constraining growth, efficiency, customer value, or future AI adoption.
Explore Modernize + AIProduct strategy, experience design, AI engineering, and software delivery are brought into either path as the portfolio company’s needs require.
A practical portfolio model
Prove value locally. Repeat patterns intelligently.
Screen the opportunity
Identify where individual portfolio companies have repeated work, operating friction, customer opportunity, or technical constraints with meaningful economics.
Choose the first company and workflow
Select an opportunity with a committed management owner, a practical path to production, and an outcome that can be measured.
Build and launch
Redesign the workflow or rebuild the constrained system, put the production result into use, support adoption, and measure what changes.
Reuse the pattern
Apply the strongest lessons, integrations, controls, and methods elsewhere when the evidence and operating context support it.
Repeat the pattern, not necessarily the platform.
Designed for portfolio reality
Every company needs ownership of its own result.
Company-specific implementation
Each solution should fit the portfolio company’s systems, people, customers, constraints, and operating strategy.
Management ownership
The portfolio-company leader responsible for the outcome must remain directly involved in prioritization and adoption.
Evidence before rollout
Do not mandate the same AI program across the portfolio before the first implementations have proven value.
Capability that survives the hold period
Leave the company with stronger systems, knowledge, controls, documentation, and internal capability.
Value-creation patterns in production
Different companies. Repeatable paths to value.
Transform WorkWorld Emblem
Turning one AI workflow into company-wide transformation.
VBT started with one high-value production workflow, proved meaningful results, and expanded across departments as each success created new capabilities, confidence, and compounding returns.Approximately 70%Routine production work automatedMillionsIn projected annual valueRead Case Study Transform WorkZumba
Scaling global operations without scaling complexity.
VBT redesigned Zumba’s global content operation around AI, allowing teams to serve more markets dramatically faster while improving consistency and generating significant measurable value.$500K+Value generatedWeeks to minutesContent turnaroundRead Case Study Modernize + AIClear Packaging
Rebuilding a critical platform without stopping the business.
VBT modernized a core laboratory platform and customer experience in phases, improving performance and flexibility while protecting live operations throughout the transition.Minutes to secondsReport performance10×Reporting flexibilityRead Case Study Transform WorkNational Food Distributor
Turning fragmented data and buyer instinct into explainable, AI-supported decisions.
VBT built a production platform combining trusted product data, machine-learning forecasts, explainable recommendations, and natural-language analytics to improve high-value purchasing decisions.17,000+ ProductsMatched and validated at 99.99% accuracyProduction AIForecasts and analytics assistant launched in 2024Read Case StudyThese examples demonstrate value-creation patterns relevant to portfolio companies. They do not imply that a client was private-equity-owned or that VBT was engaged by its sponsor unless that relationship is separately approved for public disclosure.
One team across the investment and operating context
Useful to the operating partner. Owned by the portfolio company.
For operating partners
Create a disciplined way to identify opportunities, compare potential impact, support management teams, and reuse lessons across the portfolio.
For portfolio-company leaders
Pursue one practical initiative tied to the company’s actual priorities without being pulled into a broad technology mandate or a one-size-fits-all platform.
A shared foundation when it creates leverage.
When multiple workflows or portfolio initiatives benefit from reusable context, integrations, controls, and operating visibility, TrackFrame may provide a common foundation. It is not a requirement and should not be imposed where it does not create value.
Start with one company and one result
Find the first portfolio opportunity worth funding.
VBT can help operating partners and management teams identify where AI or modernization can create measurable value, define the business case, and build the first production result.