For PE Portfolio Companies
Your portfolio companies operate at Layer 6.
The Trillion Dollar Cluster is funding capital events
that will reach them before they see it coming.
One firm agreement. Standardized Capital Event Intelligence across your entire portfolio. Before the hold period ends.
The problem every Operating Partner faces right now
PE sponsors must adopt AI and enable AI capability across their entire portfolios within a three to five year hold period. Only 22% of organizations feel highly prepared to address AI talent issues. The board wants adoption metrics. Portfolio companies have no standardized path. The hold period doesn't allow for slow discovery.
Meanwhile, competitors are deploying firm-wide playbooks across their holdings — standardizing AI capability as a portfolio-level value creation lever.
The gap between AI-enabled portfolio companies and everyone else is compounding every quarter.
The capital is already moving toward your portfolio
STARGATE committed $500B. By 2027, AI investment could exceed $1 trillion annually. The Trillion Dollar Cluster is creating implementation demand at Layer 6 — your portfolio companies — before they know it's coming.
The CE Score tells you which portfolio companies are positioned to capture it and which are exposed. Before the hold period runs out.
Trillion Dollar Cluster Sources
STARGATE, CHIPS Act, IRA, Defense AI Modernization, Workforce Legislation
Layer 6 Window
18-36 months across downstream events before competitive saturation
Portfolio Opportunity
Map which holdings are positioned. Deploy capability to the ready ones first.
The Portfolio AI Readiness Program
One firm agreement. Three phases. Standardized deployment across your entire portfolio.
Portfolio Diagnostic — 2 weeks
Capital Event Score across all portfolio companies. Scored on Blindspot Gap, Network Proximity, Monopoly Position, Window Timing, and Cluster Position. Identifies where the highest-leverage deployment is.
$50K–$75K (scores all holdings)
Pilot Deployment — 4–6 weeks
THINK AI Upskilling + Digital Employee deployment in the highest-scoring portfolio company. Builds the case study and the portfolio playbook.
$50K–$100K per company
Portfolio Rollout — Ongoing
Licensed program deployment across remaining holdings. White-labeled. Per-company fee. You own the infrastructure.
$15K–$25K/company/year (Stage 4 monitoring)
What portfolio companies get
Stage 1
Capital Event Score Card
Know exactly where each portfolio company sits against active capital events in their sector. Identify blindspots before they become liabilities.
Stage 3
Digital Employee Deployment
AI configured to each company's specific workflows. Not a generic tool. A system built for how they operate.
Stage 4
Cluster Intelligence Monitoring
System-tier monitoring tracking the clusters their sector is inside. Alert when a downstream event surfaces. First to know. First to move.
Map your portfolio's AI readiness
The Portfolio Diagnostic scores all your holdings. Identifies which companies are positioned for the capital events already moving. Let's start there.