AI for private equity
AI can take close prep, billing, collections and board reporting work off lean portfolio company teams. Fixed Labs runs one program across the portfolio, building each workflow in the company’s own systems and running it after launch. We work with operating partners and their portfolio companies: established businesses doing $5M+ in revenue.
A first workflow
We measure
Days from month end to package delivered, and manual adjustments per package.
Today
Each company’s finance team builds the monthly board and lender package by hand from its ERP and spreadsheets.
With AI
The workflow pulls numbers from each company’s systems, fills the fund’s standard package and flags variances that need comment.
Who approves
The company CFO signs off, and the operating partner reviews the package before it reaches the board or lenders.
Built around systems like
We work with operating partners and value creation leads at lower middle-market and middle-market funds. The companies we serve are established businesses doing $5M+ in revenue, with thin finance teams. Common triggers: a new platform deal, an add-on on different systems, AI in the value creation plan, or an upcoming sale.
The same manual work repeats in every portfolio company. Finance teams build board and lender packages by hand, so reporting slips. Receivables get chased by email when someone has time. Each add-on brings new systems, and staff re-key its data by hand. Every company buys its own AI tools, so nothing learned at one company helps the next.
Workflows
Today
Each company’s finance team builds the monthly board and lender package by hand from its ERP and spreadsheets.
With AI
The workflow pulls numbers from each company’s systems, fills the fund’s standard package and flags variances that need comment.
Who approves
The company CFO signs off, and the operating partner reviews the package before it reaches the board or lenders.
We measure
Days from month end to package delivered, and manual adjustments per package.
Today
Each company chases receivables its own way, with aging reports, spreadsheets and email.
With AI
A collections workflow proven at one company is adapted to the next company’s ERP, rules and customer terms.
Who approves
Each company’s finance lead approves anything sent to customers or posted to the ledger.
We measure
Days sales outstanding at each company, and build time for each repeat rollout.
Today
In a sale or add-on, the team pulls the same contracts and figures again for every diligence request.
With AI
The workflow indexes the data room, drafts answers to routine requests from source documents and cites each source.
Who approves
The deal lead and company CFO approve every answer before it goes to a buyer, lender or seller.
We measure
Open diligence requests, turnaround per request, and answers sent back for correction.
A first engagement
Most programs start with one workflow at one company, often reporting prep or collections, where results are easy to check. A first workflow usually reaches production in three to six weeks, with the company CFO and operating partner involved throughout. A person approves anything sensitive, and the proven workflow then moves to the next company.
We work inside the software your team already uses. No rip-and-replace.
Discover
Find the workflows that repeat across companies, such as reporting, billing, collections and AP.
List each company’s ERP, CRM and reporting tools to see where one build can be reused.
Rank opportunities by hours, cash impact and how settled each company’s process is.
Agree who approves what at the fund and at each company before any build starts.
Build and run
Build the first workflow at one company and prove it on real month-end, billing or diligence work.
Document each workflow so the next company gets an adaptation, not a rebuild.
Give the operating partner a monthly view of what is live at each company.
Add a fractional AI lead across the portfolio when the roadmap outgrows one project at a time.
Start with board and lender package prep, collections follow-up and invoice preparation, because every company does them every month. Each has clear rules, countable hours and a CFO who can judge the output. AP intake and diligence prep often come next. Once a workflow holds up at one company, we adapt it for the next.
A first workflow at one company usually reaches production in three to six weeks. The range depends on system access and how settled that company’s process is. Companies on similar systems reuse much of the work. We roll out company by company, so no finance team takes on a new process during a close or a sale.
Each workflow has a fixed build fee and a monthly fee to run it. We quote both after discovery, once we know the systems, the volume and the review the work needs. You see each price before any build starts. For work across several companies, a fractional AI team on a monthly retainer is often the better fit.
No. Deal teams keep investment decisions, and company leaders keep decisions about customers, pricing and people. AI takes the repetitive preparation and follow-up: pulling numbers, drafting reports, chasing receivables and drafting routine diligence answers. A named person approves anything that goes to a board, lender, buyer or customer. Finance teams get hours back for analysis.
Each workflow gets only the access it needs, through accounts the portfolio company controls. Each company’s workflows run on that company’s own accounts. We document what each workflow can read and change, and the company’s IT lead reviews it in discovery. Sensitive steps need a person’s approval. Specific data terms go into the agreement.
A 15-minute discovery call. We learn how the work runs today and tell you honestly whether AI can take it on.
Book a discovery call