Ship AI

AI for private equity portfolio companies. The board pack, on time.

Ship AI Studio builds AI workflows for private equity portfolio companies with 10 to 500 people. It prepares the monthly board pack, collections follow-up, and quote follow-up for your team to approve. Start with a $1,500, one-week AI Assessment that ends with a fixed build scope or a clear no.

Portfolio companies · Add-on platforms · Companies with an operating partner

Published prices
AI Assessment
$1,500for one week
AI Build Sprint
$5,000for two weeks
AI Operations
$999a month

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The fix · PE-owned companiesReadout
#WorkflowWorthCall
01Monthly board and lender packDays off month-end reportingBuild first
02Collections follow-upDays sales outstandingBuild
03Quote and pipeline follow-upFollow-ups per open quoteLater
04Pricing and board decisionsStays with a personClear no

Management decides pricing, terms, and what goes to the board. The system prepares the numbers.

Where the hours go in pe-owned companies.

Three workflows we look at first. Each one is slow, repeated every week, and safe to hand to a system with a person approving.

  1. 01 · Days off month-end reporting

    Monthly board and lender pack

    Today
    Finance pulls numbers from the accounting system, the CRM, and spreadsheets, then fixes definitions that differ each month.
    With the system
    The measures are calculated from the source records with one definition, and each number links back to its records.
    Your part
    The CFO reviews the pack. Nothing goes to the board, the sponsor, or the lender without a person signing off.
  2. 02 · Days sales outstanding

    Collections follow-up

    Today
    Someone works the aging report by hand and sends reminders when there is time, so cash comes in late.
    With the system
    Each overdue invoice gets a drafted reminder that matches your policy and the customer's history.
    Your part
    Finance approves each reminder before it is sent. Disputes go to a person.
  3. 03 · Follow-ups per open quote

    Quote and pipeline follow-up

    Today
    Quotes go out and nobody follows up, because the CRM and the inbox say different things.
    With the system
    Every open quote gets an owner, a dated next step, and a drafted follow-up from the latest email.
    Your part
    The sales owner approves each message. Pricing and terms stay with your team.

What the $1,500 AI Assessment does.

One week on one workflow. For a portfolio company, the week usually starts with the board pack or collections. We work with the CFO or COO, look at the accounting system and the CRM, and put a dollar number on the delay.

  • A map of where leads, hours, and paperwork get stuck today
  • What it is worth, in dollars
  • Workflow or agent: which one fits, and what it needs access to
  • A ranked plan with the tools, checks, and approval points
  • A fixed Build Sprint scope, or a clear reason not to build

Credited in full toward a Build Sprint that starts within 30 days.

About the Assessment
  1. Day 1

    Kickoff call

    We pick the one workflow or agent to review.

  2. Days 2–3

    Watch the work

    Short interviews and a look at the tools and data it touches.

  3. Day 4

    Put a number on it

    What leaks, in dollars and hours, and what must wait for a person.

  4. Day 5

    Readout

    Your ranked plan, and a fixed Build Sprint scope or a clear no.

See how search and AI see your company.

Add your website. Six questions. A free report in two minutes.

Optional. We check if AI agents can read it.

The controls you will ask about.

We describe what we build, not a certification we hold. Your compliance team reviews the rules and the log before go-live.

We build on the tools you already use: accounting systems such as QuickBooks, NetSuite, Sage Intacct, or Xero, the CRM, the bank feed, spreadsheets, and email. The Assessment confirms which ones we can reach and how.

What your compliance officer will ask before you use AI
  1. A person approves

    Anything that goes out in your name, changes a record, or moves money waits for your yes.

  2. Every action on record

    Each step is logged with its inputs, its source, and who approved it.

  3. Scoped data access

    The workflow reads only this company's systems. It never pulls data from the sponsor or other portfolio companies, and nothing is used to train a model.

Santos Hernandez was the founding product hire and later VP Data at ZBD: $0 to $12M ARR, the EU's first MiCAR approval, and money transmitter licenses in 26 states and D.C. Before that: American Express, Bank of America, Vanguard, Wells Fargo, and Discover. The person you talk to builds it.

Meet the founder

Last updated October 27, 2026 · Santos Hernandez, Founder & CEO

Questions and short answers.

01How much does AI cost for a PE-owned company?

With Ship AI Studio, the first step is the AI Assessment: $1,500 for one week. A Build Sprint is $5,000 flat for one workflow or agent, live in two weeks. AI Operations is $999 a month to keep it running. The Assessment fee is credited in full toward a Build Sprint that starts within 30 days.

02What do we get from the $1,500 AI Assessment?

In one week we review one workflow with your team. You get a map of where the hours go, what the fix is worth in dollars, whether a workflow or an agent fits, a ranked plan with the approval points, and a fixed Build Sprint scope or a clear reason not to build.

03Who buys this, the PE firm or the company?

Either. An operating partner can introduce us, and the company's CFO or COO owns the workflow. The same published prices apply.

04Can this help with the 100-day plan after a deal?

Yes, if one workflow in the plan is slow and repeatable, such as reporting or collections. The Assessment takes one week, so the readout arrives early in the plan.

05Which tools do you work with?

We build on the tools you already use: accounting systems such as QuickBooks, NetSuite, Sage Intacct, or Xero, the CRM, the bank feed, spreadsheets, and email. The Assessment confirms which ones we can reach and how.

06Do you guarantee results?

No. The Assessment puts a dollar number on the workflow before you spend more. If the number is too small to pay for a build, the readout says so and you stop there.

Start with the board pack or collections.

A free 15-minute call with Santos. Bring the report that takes a week or the aging list nobody works.

  • $1,500 Assessment, credited toward a build
  • $5,000 flat, live in two weeks
  • A person approves every step that matters

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