For Private Equity & Holding Companies

Customer engagement automation across your entire portfolio.

One relationship. Every portco gets better. SaaS, services, and manufacturing — we understand them all.

Your portfolio companies all have the same problems.

Missed Calls

Phones ring. Nobody answers. Orders lost.

Customer Complaints

"Where's my delivery?" "Why didn't you call back?"

Systems Don't Talk

CRM here, ERP there, phones somewhere else.

You could fix these one company at a time. Or you could fix them all at once.

Deploy once. Improve every company.

Six services. One platform. We do the work.

Call Flows

Route calls intelligently. No more missed orders.

Voice Agents

AI answers 24/7. Trained on each company's business.

Voice Apps

Customers self-serve. Payments, bookings, updates.

Automator

Connect ERP, CRM, phones. Systems finally talk.

Concierge Agents

One AI agent per customer. Proactive service.

Manager Agents

Exec reports across portfolio. Auto decisions.

Manufacturing Expertise

We speak manufacturing.

Most AI consultants have never seen a factory floor. We have.

30 years in manufacturing operations. From packaging to production. We understand:

  • Trade customers who call to order
  • "Where's my delivery?" (every day)
  • Paper-based processes that need digitising
  • Owners doing everything themselves
  • The gap between ERP and reality

Your SaaS portcos are easy. Your manufacturing portcos? That's where we shine.

Industry Focus

Where we excel

Precision engineering
Sheet metal fabrication
CNC machining
Industrial distribution
Contract manufacturing
Packaging

One relationship. Every company.

1

Discovery

We audit customer engagement across your portfolio

2

Prioritise

Identify quick wins and high-impact companies

3

Deploy

Roll out automation company by company

4

Report

Portfolio-wide insights. See ROI across all portcos.

See everything. From one place.

All portcos in one view. Customer engagement metrics per company. Revenue impact tracking.

Portfolio Overview

All companies, one dashboard

Cross-Company Insights

What's working, what isn't

Benchmarking

Compare portcos to each other

ROI Tracking

Revenue impact per deployment

Weekly Exec Report

Auto-generated, sent to you

Portfolio Dashboard

Live
Calls Answered94%
AI Resolution Rate78%

12

Portcos

£2.4M

Revenue Protected

10x

ROI

Investment scales with your portfolio.

Platform Access

For your portfolio

Per Company

Deployment & customisation

Ongoing

Usage-based, transparent

Typical engagement

£100K+ per year

ROI: 10x within 12 months

No surprises. No hidden fees. Clear value.

Let's Talk Numbers

Frequently Asked Questions

How long does deployment take?

First company live in 2-4 weeks. Full portfolio rollout depends on size — typically 3-6 months.

Do you handle both SaaS and manufacturing?

Yes. SaaS is straightforward. Manufacturing is where we excel — we understand trade customers, deliveries, and production.

What if our portcos use different systems?

Our Automator connects 100+ systems. We adapt to each company's stack.

Who manages it day-to-day?

We can. Or your ops team can. The visual builders mean anyone can make changes.

What's the minimum portfolio size?

We work best with 5+ portfolio companies. One-off engagements are better suited to our Enterprise tier.

Ready to automate your portfolio?

One conversation. Understand the potential. No obligation.