A 6-week structured engagement: every manufacturing portfolio company screened on operational data, top candidates assessed on-site, investment-committee memos for the 2–3 viable opportunities — with EBITDA impact range, investment required, and a clear recommendation.
Book a 30-minute call → No commitment · Honest answer even if the answer is noIllustrative · Anonymized · All values based on comparable deployments
Operational data analysis for every manufacturing company in the portfolio — no site visits required. We screen for quality cost exposure, process variance, and AI use case fit.
One to two days per site on the 2–3 priority companies. Process walkthrough, equipment audit, data infrastructure review. Operator and quality manager interviews.
One structured memo per viable opportunity, formatted for your IC. EBITDA impact range, investment required, payback, build/buy/partner recommendation — with the evidence behind each number.
The current cost of the problem — quality escape rate, unplanned downtime hours, yield loss — quantified from actual operational data, not management estimates. This is the number the AI impact is measured against.
Source → operational data, not interviewsThe specific AI application scoped to the actual process: which production line, which defect type or failure mode, which data source drives the model. Concrete enough to brief a vendor or an implementation team.
Specificity → line-level, not plant-levelLow, base, and high case estimates with assumptions stated explicitly. Conservative by design — we prefer to be confirmed than to oversell. Each scenario is traceable to the baseline measurement.
Format → three scenarios, stated assumptionsHardware, deployment, and Year 1 opex — itemized and based on comparable deployments, not catalogue prices. Payback calculated from the base case EBITDA recovery. No hidden integration costs.
Basis → comparable deployments, not vendor quotesAn explicit recommendation with the evidence behind it. Proceed, do not proceed, or a stated prerequisite (typically: a data infrastructure investment that unlocks the opportunity). No ambiguity about what the assessment concluded.
Output → a decision, not a framework
This is not an AI strategy engagement.
We do not produce transformation roadmaps, maturity scores, or capability gap analyses.
The output is a ranked list of investment decisions, each supported by evidence
from your actual portfolio data. Companies without a viable opportunity at acceptable return
appear in the output too — with the reasoning.
The analysis is technically grounded because we have built the systems we are evaluating:
anomaly detection on production lines, predictive maintenance on process data, computer vision
on discrete components. The assessment is not framework-based. It is evidence-based.
Fixed-price engagement · Scope agreed before we start · No open-ended billing
A 30-minute call to understand your portfolio and whether the engagement makes sense. No commitment. No proposal before we have understood the situation.