# AI for private equity portfolio companies

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.

Last updated: 2026-10-27

## Published prices

- [AI Assessment](https://www.shipaistudio.com/services/assessment): $1,500 for one week. One week on one workflow or agent: what to build, and what it is worth.

- [AI Build Sprint](https://www.shipaistudio.com/services/build-sprint): $5,000 for two weeks. One workflow or agent live in two weeks, with approvals and monitoring. One flat price.

- [AI Operations](https://www.shipaistudio.com/services/operations): $999 a month. We run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.

## Workflows we look at first

### 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.

### 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.

### 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.

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

## The AI Assessment

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

## Controls

- **A person approves.** Anything that goes out in your name, changes a record, or moves money waits for your yes.

- **Every action on record.** Each step is logged with its inputs, its source, and who approved it.

- **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.

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.

## Questions and answers

### How 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.

### What 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.

### Who 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.

### Can 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.

### Which 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.

### Do 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.

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