Start with one portco, not a portfolio-wide program.
You bring one portfolio-company scenario. I scope the highest-value AI, data, and automation opportunities and the first implementation path without turning it into a broad transformation program.
The Single-Portco AI/Data Opportunity Scan is for operators who need a fast, credible view of where AI or automation can create operational leverage in one company. It helps you test the playbook before rolling anything across the portfolio.
20-min call · bring one portco scenario · leave with a written go/no-go · mutual NDA available before any data is shared.
You own the operating relationship. MLDeep turns the opportunity into a first technical path.
What you keep
- Board, management, and operating partner relationship
- Portfolio strategy, value-creation thesis, and rollout judgment
- Commercial framing and decision ownership
- Portfolio-level learning from the first company scenario
What MLDeep handles
- Technical scan of AI, data, analytics, and automation opportunities
- Prioritization against data readiness, implementation complexity, and business value
- First implementation path with constraints and dependencies
- Recommendation on whether to build, defer, or inspect foundations first
A focused scan that creates a first fundable action.
Start from one operating pressure
Examples: manual reporting, pipeline visibility, customer success handoffs, support triage, billing cleanup, internal KPI production, or data quality risk.
Map the systems and constraints
Inspect where the work happens today, what data exists, what integrations are possible, and where manual effort or decision lag shows up.
Rank the opportunity set
Prioritize opportunities by implementation effort, data readiness, operating leverage, and chance of producing a visible win.
Scope the first path
Produce a narrow implementation recommendation the operator can discuss with the management team before expanding the playbook.
Portco scan brief.
A single-company scan works best when the scenario is specific. Use these prompts before a partner fit call.
Download the complete portco scan brief
A deeper operating-advisor worksheet with best-fit scenarios, input prompts, opportunity scoring, scan outputs, first implementation patterns, and funding decision rules.
Company context
Stage, team size, operating model, current systems, and the management team's appetite for change.
Operating pressure
The workflow, metric, decision, or team bottleneck creating wasted effort, risk, or missed visibility.
Data reality
Known sources, reporting tools, CRM/ERP/product systems, spreadsheets, and any existing data warehouse or BI layer.
Decision needed
What the operator needs to decide next: fund a sprint, inspect foundations, hire, defer, or package a repeatable portfolio play.
What I commit to in writing -- without overpromising.
Honest version. I am a single-practitioner consultancy. I do not carry SOC 2, E&O insurance, or a standard fund-level DPA. These are the controls you can hold me to before any portco intro:
Your fund's template, the portco's template, or mine -- whichever you prefer. Signed before any system access.
No writes to production systems unless explicit scope authorizes it in writing.
No subcontractors, no offshoring, no rotating bench. One named person inside the data.
Provisioned at kickoff, revoked at handoff. No long-lived access tokens.
All exports, screenshots, and working files deleted within 7 days of sign-off.
Written into every SOW. Cap matches the engagement value, predictable risk shape.
Processor terms / data-handling memo PDF available before kickoff. Email me if your fund's GC needs the memo before the fit call.
What operating partners ask before booking.
How is portco data handled?
Do you have SOC 2, E&O insurance, or a standard DPA?
What does a Portco Opportunity Scan cost and how long does it take?
Can I see a redacted sample scan?
What if you are unavailable mid-scan?
Will you pitch the portco directly after the engagement?
Bring one portfolio-company scenario.
I will help you decide whether it is ready for an opportunity scan, a narrow automation sprint, or a foundation-first assessment.
Responds within one business day · calls overlap 17:00-22:00 IST / 07:30-12:30 ET · back to partner hub.