SonatafyPrivate Equity

SeparatingAI Opportunityfrom AI Distraction

Every portfolio company is being told to do something with AI. Some are ready. Some are not. This review helps you tell which is which, with evidence instead of instinct.

Two complimentary reviews.
One portfolio view, not two separate reports.
Straight answers to the questions you’re already asking.

Ready to get started?

The Problem

Your portfolio companies are under pressure to show progress on AI. The harder question is which company should be spending on AI right now. One company has clean data and a clear owner. Another has legacy systems, nobody accountable for AI, and a recent pilot without measurable results. From the board seat, they can look the same.

Standard technology audits tell you about technical debt. However, they don’t tell you whether a company has the data, the governance, and the human capital to convert an AI investment into results. This review will close that gap.

What You Get

Two complimentary reviews.

Select two of your portfolio companies. An experienced Sonatafy team will review each selected company against the same six domains, including business value, data readiness, governance, and execution capacity, allowing the results to be directly comparable. Every finding is tied to evidence and anchored to the NIST AI Risk Management Framework.

One portfolio view, not two separate reports.

An Investment Prioritization Matrix shows where to fund AI now, where to validate first, and where to wait. Each company gets 90 day priorities and the specific conditions it needs to meet before investing additional capital.

Straight answers to the questions you’re already asking.

Where can we create measurable value with AI? Where are the execution and governance risks? Which companies can move fast, and which need to fix their foundations first? What should management do in the next 90 days?

Why It Matters

The review is built to clearly identify the real constraints. It may be the technology. It may be governance, data quality, or the lack of a clear owner. Knowing which one before the money goes in lets you point the effort at the right problem.

Steve Taplin

Choose two portfolio companies and book a short alignment call with Steve Taplin.

We’ll shape the reviews around your value creation thesis.