For private equity
AI implementation for portfolio companies.
For operating partners, deal teams, and portfolio-company CEOs. We put AI agents into dispatch, payables, collections, warranty, quoting, and reporting, and we measure hours returned. Assess, build, then manage, on a hold-period clock.
A record, not a forecast
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4,668
Tasks completed
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~1,140
Hours returned
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$5.09M
Documents handled
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$117,929
92 warranty claims
One AI coworker program in live national service and back-office operations, August to October 2026. The company is not named. These figures describe that program. They are not a projection for the next one.
01 — The work
Where the hours actually go
Lower-middle-market field service, facilities, multi-site operations, and distribution. The margin sits in coordination and follow-up. The system of record is usually already there. The delay is the labor around it.
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Dispatch and service coordination
Open jobs, waiting parts, the next visit. The agent keeps the board current. A coordinator handles what does not fit the rule.
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Accounts payable and invoice processing
Read the invoice, match it to the job or the receipt, and set the exception aside. The queue moves without a new seat in accounting.
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Accounts receivable and collections follow-up
The second and third reminder, on the company’s calendar, in the company’s voice. A person approves anything that goes out.
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Warranty claims
Build the claim from the job record and the vendor’s requirements. In the program above, 92 claims worth $117,929 were part of the work. That is claim value, not a promise of recovery.
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Quoting and estimating
A first draft from the scope notes or the site visit, for an estimator to correct. The blank page is the expensive hour.
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Reporting
One weekly picture for the chief executive and the operating partner: hours returned, dollars touched, and the exceptions still open.
The board does not need a workshop. It needs one workflow in production, with the hours written down.
02 — Engagement
Three ways to start
Scoped per company. Nothing on this page is a price. Most portfolios start with one company, then earn the right to roll.
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01
Portfolio AI assessment
For an operating partner sequencing several companies, or a deal team looking before a close. Diligence support lives here.
You leave with The workflows that can return hours inside a hundred days, and the ones to leave alone.
Not this A software rollout, or a taxonomy of AI.
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02
One hundred days, one company
For a single workflow that already has weekly volume and a named owner.
You leave with The agent in the live operation, a baseline, and a count of hours returned. Cash, where that workflow touches cash.
Not this A transformation program.
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03
A managed program across the portfolio
For the pattern that held up at the first company, taken to the next ones on a cadence.
You leave with The same build, run again, and a report an operating partner can take to the board.
Not this A permanent staff inside the fund.
03 — Method
How the hundred days run
One workflow. The company’s systems. A person at the company still approves anything a customer, a vendor, or an employee would receive.
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Days 1–20
Baseline
Sit with the people who do the work. Name the system of record, the weekly volume, and the rule for what a human must approve.
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Days 21–60
In the work
The agent runs on live volume. Exceptions go to a named owner. This is not a side demonstration.
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Days 61–100
The number
Hours returned. Documents handled. Cash, where the workflow touches cash. Then your decision: stop, stay, or take the pattern to the next company.
04 — Proof
How to read the count
August to October 2026. One national service and back-office operation. We do not publish the company’s name, and we do not treat the count as a quote for yours.
- 4,668 tasks completed
- Work finished inside the operation. Not a sandbox, and not a pilot that never touched live jobs.
- About 1,140 hours returned
- Hours the staff did not spend on the work the agent took. Hours are the first measure because they can be counted.
- $5.09 million in documents
- The face value of documents that moved through the program. This is not revenue, and it is not savings.
- 92 claims, worth $117,929
- Warranty claims prepared in that program. Worth is the claim amount. It is not a statement that the next company will recover the same.
Where a workflow touches a line the board already watches, overtime, contractor spend, warranty, or collected receivables, we put the result on that line. We do not publish an EBITDA figure we do not have, and we do not invent a multiple.
05 — Founder
Thomas Matteson
Wright Applied, Tulsa, Oklahoma
Thomas Matteson founded Wright Applied to put AI agents into service and back-office operations on a private equity clock.
He led national service operations across more than 9 million service visits, $30 million in purchase orders, and $11 million sold and delivered in the last 12 months. He built the national service plan for Amazon. He has developed and manufactured products from the ground up.
Earlier in his career he served brands including Bloomin’ Brands, Panda Express, CAVA, and Whataburger.
06 — Terms
What we will and will not do
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No long contracts
The first agreement covers one workflow at one company.
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Start with one workflow
If the volume, the owner, or the system of record is not real, the assessment says so. The work stops there.
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Your data stays yours
The company’s records, systems, and work product stay with the company.
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A human approves the outbound
Anything that leaves the building waits for a person at the company. A note to a customer, a claim to a vendor, a quote, a payment file.
A fit
A lower-middle-market fund whose companies run field service, facilities, multi-site operations, or distribution. A workflow with weekly volume. Someone at the company who owns it.
Not a fit
A strategy deck with no workflow behind it. A license to a general chatbot. A company with no system of record and no one to approve work that leaves the building.
Scoped per company. We do not publish a rate card. The review is where a first workflow is either worth a scope, or it is not.
07 — Questions
Before the call
Who is this for?
Operating partners, deal teams, and the CEOs and COOs of the companies they own. The fit is lower-middle-market private equity with service-heavy or back-office-heavy portfolio companies.
What happens in the 30-minute portfolio review?
We look at two or three companies, or one company in diligence, and name the workflow we would start inside a hundred days. If there is no fit, that is the outcome of the call. No preparation and no deck.
Is this a software license?
No. We assess the work, build the agent into the operation, and manage it. The company does not receive a login to a generic tool.
Do you replace the operating team?
No. The agent takes a defined workflow. Managers keep the exceptions and the decisions. Dispatch, payables, collections, warranty, quoting, reporting. One at a time.
Can the assessment run during diligence?
Yes. It can run before a close, on what a seller will actually share. It is a view of the work, not a quality of earnings.
How do you talk about EBITDA?
Hours returned come first, because they are countable. Where the workflow touches cash or a cost line the board already tracks, we put the result on that line. We do not invent a multiple, and we do not publish an EBITDA number from the program above because we do not have one to publish.
What do you need from the portfolio company?
A person who owns the workflow, access to the system of record, and a sample of the live work. Not a data-science team.
What does it cost?
Scoped per company. There is no rate card on this site. The review is the conversation about whether a first workflow is worth pricing.
The review
Bring one portfolio.
Thirty minutes. We will name the first workflow, or we will tell you not to start.
Book a 30-minute