Modern glass towers looking up
For Private Equity

AI-driven value creation across the hold period.

Xivic is the AI value creation operating partner PE firms bring in to find, build, and scale the digital infrastructure that drives EBITDA, accelerates growth, and expands exit multiples.

Operating improvements drive 47% of buyout value.

Most portfolios lack the infrastructure to capture it.

Portfolio digital maturity is uneven

Some portfolio companies have world-class digital infrastructure. Most don't. Without a unified playbook, your portfolio is leaving millions on the table.

Value creation is leaving money on the table

Operating improvements require capital and expertise. AI delivers both—but only if you have the right team to deploy it. Most don't.

Digital diligence is an afterthought

Pre-acquisition diligence typically misses the digital opportunity. By the time you close, you've already left deal value on the negotiating table.

No one owns AI across the portfolio

AI sits in fragmented pockets. Without portfolio-wide governance and strategy, you're fighting duplication, missing synergies, and leaving multiple expansion on the floor.

How AI Creates Value in PE Portfolios
Our framework for identifying, sizing, and capturing digital value across the hold period.
Download the Brief

How We Work with PE

Three engagement models, all tied to EBITDA and multiples.

The Five Value Levers

Every AI system we build is accountable to one of these.

Revenue Expansion

AI systems that unlock new revenue streams and accelerate customer acquisition.

Margin Improvement

Operational AI that reduces cost-of-goods-sold and improves gross margin.

Speed & Throughput

Automation and agentic AI that dramatically reduces time-to-value and process cycle time.

Risk Reduction

AI-powered compliance, fraud detection, and operational resilience systems.

Multiple Expansion

AI infrastructure and narratives that justify higher multiples at exit.

Our Methodology: VFI + VOS + Compound Value Model

We don't start with AI. We start with where your EBITDA is leaking. Using our proprietary framework, we identify the highest-impact opportunities, size the value, and deploy integrated solutions that compound across your portfolio.

"We don't start with AI. We start with where your EBITDA is leaking."

Learn how our full methodology works and why it delivers 2-3x faster value than traditional consulting or pure-play AI vendors.

Explore the Full Methodology

Portfolio Case Studies

Real PE outcomes from real AI value creation.

$800K
Driven Brands
Roark Capital Portfolio | 5,000+ Locations

Annual labor savings via agentic customer service across a 5,000-location franchise network. AI handles first-touch inquiries and routine estimates, freeing operators to focus on bay-level throughput and quality.

38%
GoodRx
Consumer Health | Growth-Stage

Prescription fill conversion lift through unified patient data and AI-personalized recommendations. We built the data graph, deployed the intelligence layer, and drove 4.2x revenue per interaction.

$2.4M
Aprilaire
Manufacturing | B2B → D2C

D2C channel revenue Year 1 on a new cloud platform replacing legacy on-prem CRM. 3x faster SKU launches and 22% repeat purchase lift via data-driven retention — a textbook mid-market digital value-creation play.

Why PE Firms Choose Xivic

We're not the only option. Here's why we're the right one.

vs. Management Consultancies
They deliver decks and frameworks. You still need someone to build the systems.
Xivic does the strategy and the build. One team, one accountability chain, from diagnosis to production AI.
vs. Tech Service Providers
Strong engineering, but no PE financial lens. They optimize code, not EBITDA.
Every system we build is accountable to a value lever. Revenue, margin, speed, risk, or multiple.
vs. Boutique AI Firms
Narrow AI scope. They build a model but can't fix the data, the UX, or the go-to-market around it.
AI is one of four integrated pillars. We build the full operating system, strategy, experience, engineering, and growth.

Ready to Map Your Portfolio's Value Gaps?

Let's talk about where your EBITDA is leaking and how AI can help you capture it at scale.

Schedule a Portfolio Review Request a Digital Diligence Brief