The Blueprint Process
From initial consultation to investment committee presentation—here's how we deliver actionable AI transformation intelligence for your agency acquisitions.
Week 1: Due Diligence Data Collection
Submit your target agency's financial and operational data through our secure portal. This isn't a generic upload—it's a curated data room designed specifically for PE due diligence.
What We Analyze:
- P&L statements (3 years) + current year YTD
- Client concentration analysis & contract details
- Employee headcount by department & comp structure
- Tech stack inventory & vendor contracts
- Sample deliverables & case studies
Data room setup in <2 hours vs. traditional 2-week process
Week 2: AI Deep Dive Analysis
Our AI doesn't just scan documents—it performs forensic analysis on your target's operations, identifying exactly which processes can be automated and what margins are achievable.
What We Analyze:
- Workflow repetitiveness scoring by department
- Client retention risk during transformation
- Revenue model evolution opportunities
- Talent redundancy & redeployment analysis
- Competitive positioning post-automation
Uncover 40-60% automation potential typically missed by consultants
Week 3: Agency Transformation Blueprint
Receive your investment thesis in a box. This isn't a PowerPoint deck—it's a data-driven roadmap showing exactly how to achieve 3-5x multiple expansion through AI transformation.
What We Analyze:
- Executive summary with go/no-go recommendation
- Department-by-department automation roadmap
- 3-year financial model with sensitivity analysis
- Client & employee risk mitigation strategies
- 100-day post-acquisition action plan
IC-ready analysis that has helped close $2.4B in agency acquisitions
Post-Acquisition: Value Creation
Your Blueprint becomes the operating manual for transformation. Track progress against projections and watch EBITDA margins expand from 20% to 50%+ as AI takes over routine operations.
What We Analyze:
- Quarterly progress reviews against Blueprint KPIs
- Vendor selection support for AI implementation
- Change management playbooks for teams
- Exit positioning for software multiples
- LP reporting templates with AI narrative
Portfolio companies typically hit 40% of projected savings in first 6 months
Why PE Firms Trust Our Process
92%
Accuracy in margin expansion projections
$2.4B+
In analyzed portfolio value
73%
Of agencies show 40%+ automation potential
Q3 2025 Cohort • Only 12 slots remaining