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Operating model

One evidence chain.
Four gated stages.

Built for PE operating partners and Heads of Value Creation: management evidence → IC underwrite → ranked plan → governed delivery. Same record from diligence through the hold.

The pipeline

Each stage has a job an operating team already recognizes.

No fifth agent. No black-box “AI suite.” Inputs, outputs, and the human gate are explicit at every handoff.

Consulting Agent

Stage 01

Live

Management evidence

Runs self-serve or consultant-led interviews so operating reality — workflows, friction, owners — is on record before anyone underwrites a thesis.

Takes in

  • Management interviews
  • Department and role context
  • Operating evidence

Produces

  • Structured synthesis
  • Workflow and exception map
  • Assessment handoff
Boundary: Synthesis informs diligence; it does not replace sponsor, operator, or IC judgment.

Assessment Agent

Stage 02

Live

IC underwriting

Scores six readiness dimensions and produces an investment memo with conservative, base, and aggressive cases — assumptions visible for partner review.

Takes in

  • Company profile
  • Consulting synthesis
  • Industry / segment context

Produces

  • Readiness and risk view
  • Three financial scenarios
  • IC-ready memo
Boundary: Decision support only. Not a guarantee of EBITDA, MOIC, IRR, or hold-period outcome.

Value Creation Agent

Stage 03

Live, productionizing

100-day / hold plan

Turns the underwrite into a ranked intervention list: benchmarks metrics, diagnoses root causes, and models exit scenarios against the plan.

Takes in

  • Assessment output
  • Operating metrics
  • Peer / benchmark context

Produces

  • Root-cause diagnosis
  • Ranked interventions
  • Three modeled scenarios
Boundary: Projections track the metrics and assumptions you supply — not a valuation opinion.

Migration Agent

Stage 04

Live

Governed delivery

Executes supported migration paths with a full run record. When risk thresholds are crossed, a named human approves before work continues.

Takes in

  • Supported template
  • Source material and credentials
  • Approved intervention

Produces

  • Migration run record
  • Generated or migrated artifacts
  • Validation result
Boundary: Limited to implemented paths. No pause/resume yet; no zero-downtime promise. Your ERP, billing, CRM, and compliance systems stay systems of record.

Model choice

Leading providers — and your own weights when you need them.

Agents run against commercial model providers you already diligence. Architecturally, the same pipeline supports open-weight models on customer-controlled neoclouds. BYOK and endpoint selection stay at the workspace.

Anthropic

Default for agentic workflows on the commercial API path — prompts and tool context under Anthropic commercial terms.

Google Gemini

Available when Gemini is the configured provider for agentic or extraction surfaces.

OpenAI

Optional override when an OpenAI model is explicitly selected for a workspace surface.

Open-weight / neocloud

Architecturally supported: bring your own open-weight model on a customer-controlled neocloud or self-hosted endpoint. Your contract governs retention and fine-tuning.

MigrateForce does not train foundation models on your portfolio content. Provider training defaults and neocloud retention follow the contract on the endpoint you configure — see /security.

Handoffs

Diligence in. Delivery out. Same ledger.

Evidence feeds the underwrite. The underwrite and operating metrics feed the plan. Approved interventions define migration work. Measured outcomes check the original IC assumptions.

Management evidence

Consulting Agent

Structured synthesis

IC underwriting

Assessment Agent

Readiness and risk view

100-day / hold plan

Value Creation Agent

Root-cause diagnosis

Governed delivery

Migration Agent

Migration run record

Next step

Underwrite one target before the next IC.

Run an assessment for a readiness view and three scenarios, or book a walkthrough on a live portfolio company.

MOIC / IRR scenarios · Human approval gates · Systems of record unchanged