Engagement options designed for board-cycle urgency
PortCoAudit AI is structured to help PE operating teams move from fast qualification to quantified roadmap to implementation support without muddying the next step.
Paid qualifier
What happens in the $2,500 workshop
The workshop is designed to answer whether there is a real, near-term operating case for a full audit. It is not a teaser call and not a generic AI education session.
Choose a paid qualifier, move directly into the flagship audit, or reserve the retainer after roadmap approval.
Pricing reflects company complexity, cross-functional coverage, and how much board-ready output the team needs in one cycle.
NDA-ready workflow, controlled data requests, and anonymized references unless permission is explicitly granted.
A fast operator session to confirm fit, surface quick wins, and decide whether a full audit is warranted.
Best for
Teams that need a clear go/no-go decision before opening up a broader portfolio workstream.
- 90-minute operator-led strategy session
- AI maturity and execution readiness snapshot
- Top 5 opportunities ranked by EBITDA impact
- Board-cycle urgency plan
Board-ready AI EBITDA roadmap for one portfolio company or a tightly-scoped operating initiative.
Best for
Operating partners and portfolio leaders who need quantified opportunities, named owners, and a 30/60/90 plan before the next board cycle.
- Workflow diagnostic across the target operating functions
- Opportunity scoring by EBITDA + feasibility
- 30/60/90 sequence with named owners
- ROI model with assumptions
Hands-on execution support after the roadmap exists and the operating team needs an implementation cadence.
Best for
Teams that already have a defined roadmap and want weekly operating support, KPI tracking, and vendor pressure-testing.
- Weekly implementation operating cadence
- Implementation coordination against the approved roadmap
- Vendor and tooling pressure-testing
- KPI tracking and exception management
A fast operator session to confirm fit, surface quick wins, and decide whether a full audit is warranted.
Investment
$2,500
/ session
What happens
Single 90-minute session, written recap within one business day, fee credit if you move into the full audit within 14 days.
Included
- 90-minute operator-led strategy session
- AI maturity and execution readiness snapshot
- Top 5 opportunities ranked by EBITDA impact
- Board-cycle urgency plan
- 100% fee credit toward full audit within 14 days
- Written recommendation on whether the full audit is warranted
Best fit
Teams that need a clear go/no-go decision before opening up a broader portfolio workstream.
Primary CTA
Buy WorkshopBoard-ready AI EBITDA roadmap for one portfolio company or a tightly-scoped operating initiative.
Investment
$12K-$20K
/ engagement
What happens
10 business days from kickoff to readout, with scope flex based on portfolio complexity, data access, and cross-functional coverage.
Included
- Workflow diagnostic across the target operating functions
- Opportunity scoring by EBITDA + feasibility
- 30/60/90 sequence with named owners
- ROI model with assumptions
- Board-ready memo and implementation brief
- 10 business day delivery window
Best fit
Operating partners and portfolio leaders who need quantified opportunities, named owners, and a 30/60/90 plan before the next board cycle.
Primary CTA
Request Fit CallHands-on execution support after the roadmap exists and the operating team needs an implementation cadence.
Investment
$6K-$12K
/ month
What happens
Monthly cadence layered on top of a workshop or audit, typically reserved for teams moving immediately into execution.
Included
- Weekly implementation operating cadence
- Implementation coordination against the approved roadmap
- Vendor and tooling pressure-testing
- KPI tracking and exception management
- Monthly board-cycle progress reporting
Best fit
Teams that already have a defined roadmap and want weekly operating support, KPI tracking, and vendor pressure-testing.
Primary CTA
Discuss RetainerQualification before commitment
PortCoAudit AI works best when the operating team already knows the business problem is real and needs a board-ready decision path fast.
Mid-market PE operators with one urgent portfolio company, a value-creation deadline, or a board package that needs quantified AI recommendations.
Access to the right operating leaders, current process realities, and enough data context to rank opportunities credibly.
A short list of high-confidence initiatives, owner-ready sequencing, and a board-ready narrative instead of a generic innovation deck.
Buyer FAQ
Common questions from PE operating teams evaluating fit, confidentiality, evidence, and handoff.
PortCoAudit AI is built for PE operating partners, value-creation leaders, and portfolio executives who have one urgent operating question and need a board-defensible answer quickly. It is not a fit for teams looking for broad AI education, enterprise-wide transformation theater, or a months-long strategy study without a near-term operating decision.
The workshop is a paid qualifier. We pressure-test the operating problem, review current constraints, identify the highest-confidence AI opportunities, and tell you whether a full audit is warranted. You leave with a written recap, a sharper scope, and a recommendation on the next step rather than a generic brainstorm.
Confidentiality means the workflow is NDA-ready, data requests stay narrow, and public-facing materials avoid naming firms, companies, or outcomes unless explicit permission exists. We structure the work so operators can share only what is necessary to rank opportunities and build the roadmap.
The output is designed to be implementation-ready. The audit does not stop at themes or AI use-case lists. It packages the work into ranked initiatives, assumptions, owners, and a 30/60/90 sequence that an internal team or selected vendor can use immediately.
The buyer receives a decision package: the reasoning behind each ranked opportunity, the assumptions that drive the EBITDA case, the operational constraints that could slow execution, and the concrete next actions required in the first 30, 60, and 90 days.
Yes. The roadmap is meant to be handed off. Internal operators, portfolio leadership, or implementation vendors should be able to use the memo, initiative matrix, and execution plan as the working brief rather than starting from scratch.
Scope flexes based on company complexity, number of functions in scope, data readiness, and whether the work centers on one portco or a broader operating initiative.
No. Teams with a clear mandate and immediate board-cycle pressure often move directly into the full audit. The workshop is the fastest qualifier when scope is still fuzzy.
Usually no. We use the retainer after a workshop or audit establishes the roadmap, owners, and metrics to manage against.