Transform Your Portfolio. Multiply Your Returns.

Private equity firms win by driving operational excellence and value creation across their portfolios. AI is the most powerful lever you have to increase margins, accelerate growth, and maximize exit multiples—but only if it's deployed systematically.

Stellis AI helps PE firms operationalize AI across entire portfolios, creating measurable value in every company you own.

Why PE Firms Choose Stellis AI

You don't invest in technology experiments. You invest in operational improvements that drive EBITDA, reduce costs, and increase enterprise value.

Stellis AI delivers AI transformation as a value creation engine—systematically deployed across your portfolio to generate the outcomes that matter at exit.

The Results PE Firms Care About:

Higher Margins

Reduce operational costs by 15-30% through AI-driven automation of repetitive tasks, faster decision-making, and elimination of growth bottlenecks.

Revenue Acceleration

Deploy AI to optimize sales processes, marketing effectiveness, and customer experience—driving top-line growth without proportional headcount increases.

Increased Enterprise Value

Companies with operational AI capabilities command premium multiples. You're not just improving operations—you're building competitive moats that acquirers will pay for.

Faster Time to Value

Our AI SPRINT framework delivers visible results in 30-90 days, not 12-18 months. Your hold period matters—we respect that.

De-Risked Exits

Buyers want proof of scalability and operational excellence. AI-enabled companies demonstrate both, reducing buyer hesitation and strengthening your negotiating position.

Portfolio-Wide Learning

Lessons learned in one portfolio company accelerate adoption in others. Your assigned Stellis AI advisor ensures best practices transfer across your entire portfolio.

Portfolio-Wide AI Transformation

Stellis AI doesn't just train your companies—we transform them. And we do it systematically, with a proven framework built on Amazon's operational rigor.

Three Deployment Models:

Model 1: Single Company Transformation

Testing the approach with one portfolio company before broader rollout

What's Included:
Complete AI SPRINT transformation across all 6 phases
Assigned AI advisor who becomes an extension of your operating team
Monthly progress reviews with PE leadership
Measurable KPIs tracked to exit
Engagement Options:
Momentum: Self-directed with toolkit and community
Focus: Strategic guidance with monthly advisory
Build: Co-execution with delivery team
Transform: Full AI operating partner

Model 2: Sequential Portfolio Rollout

PE firms with multiple portfolio companies wanting systematic value creation

What's Included:
Assigned senior Stellis AI advisor works across your portfolio
Playbook and best practices refined with each company
Shared learning across portfolio companies
Group training and workshops for portfolio-wide alignment
Volume pricing discounts for multiple companies
Quarterly portfolio-wide progress reviews
How It Works:
1.Pilot Phase: Transform 1-2 companies first (3-6 months)
2.Refine & Scale: Apply lessons learned to next cohort
3.Accelerate: Each subsequent company moves faster as playbook matures
4.Optimize: Your advisor becomes expert in your thesis and operating model

Model 3: Cohort Transformation Program

Larger PE firms or those with platform + add-on strategies

What's Included:
Concurrent transformation across multiple portfolio companies
Dedicated Stellis AI transformation team
Portfolio-wide AI Leadership Academy
Shared community and resource library for all portfolio companies
Monthly cross-portfolio workshops and best practice sessions
Executive dashboard showing AI maturity and ROI across portfolio
White-glove service with priority support
Substantial volume discounts for portfolio-wide programs
How It Works:
All portfolio companies move through AI SPRINT phases together
Peer learning and cross-company collaboration accelerated
Economies of scale on training, tools, and implementation
Single point of contact for PE firm leadership

Our Proven 6-Step Transformation Process

Every engagement follows the AI SPRINT AI Transformation Framework inspired by Amazon—a systematic approach that ensures adoption, capability building, and measurable results.

S

SPARK Action with Leader Education

Hands-on AI experience for leaders, aligned strategic priorities, and a shared vision with a clear transformation plan and defined first Sprint

P

POSITION Your Company to Win with AI

Evaluate business strategy to identify where AI amplifies unique strengths, addresses hidden risks, and positions companies to lead

R

RALLY Your Employees to Use AI Daily

Build confidence and habits with clear policies, hands-on training, and smart incentives that make AI a natural, trusted part of everyday work

I

INTEGRATE AI Into Your Sales and Marketing Processes

Start where ROI is highest and risk is lowest—unlock quick wins in revenue and productivity, then expand to remove growth bottlenecks

N

ENABLE a Culture of Innovation

Build ongoing training, shared practices, and support that turns every employee's potential into action—creating an adaptable, change-ready organization

T

TRAILBLAZE with New Offerings that Drive Growth

Use AI to innovate beyond efficiency—driving growth through new products, services, and business models

Plus: The Monthly Sprint Cadence

Beyond the 6-step framework, we establish a monthly rhythm of experimentation, learning, and implementation. This ongoing cadence ensures AI becomes embedded in operations—not a one-time project.

Comprehensive Support Across Your Portfolio

Strategic Advisory

Assigned senior advisor who understands PE value creation
Monthly strategic guidance and priority setting
Quarterly portfolio reviews with PE leadership
Exit readiness planning and buyer preparation

Hands-On Execution

Delivery teams to build and deploy AI solutions
Technical implementation support (0.5 to multiple FTEs based on tier)
Integration into existing workflows and systems
Ongoing optimization and performance improvement

Training & Enablement

AI Academy access for all portfolio company leaders and employees
Live training sessions and workshops
Weekly office hours with AI experts
On-demand learning resources and toolkits

Tools & Resources

AI Agent Library: Access our growing collection of AI agents across business functions
Best Practices Library with industry-specific guidance
Toolkit Library: Templates, prompts, frameworks, and playbooks
Monthly AI research and trends briefings

Community & Collaboration

Private community for portfolio company leaders
Cross-portfolio learning sessions
Vendor intelligence and tool evaluations
Peer networking and best practice sharing

How PE Firms Measure Success

We align our success metrics with yours. Here's how PE firms track AI transformation value:

Operational Metrics

Cost reduction in target departments (typically 15-30%)
Productivity gains measured in hours saved per employee per week
Process cycle time improvements
Automation coverage of repetitive tasks

Financial Metrics

EBITDA improvement
Revenue per employee increases
Customer acquisition cost reduction
Gross margin expansion

Strategic Metrics

AI maturity score across portfolio
Percentage of employees actively using AI daily
Number of AI-enabled workflows deployed
Innovation pipeline velocity

Exit Preparation Metrics

Competitive moat strength (proprietary AI capabilities)
Scalability indicators
Technology infrastructure readiness
Talent quality and retention

Your assigned advisor works with you to define the specific KPIs that matter most for your investment thesis and hold period.

The Stellis AI Difference for Private Equity

Operational Credibility

Led by Trent Gillespie, former Amazon executive who led global expansion and AI initiatives, including Last Mile Delivery innovation and Alexa AI Privacy. This isn't theory—it's battle-tested operational expertise.

PE-Aligned Incentives

We understand your timeline, your metrics, and your exit goals. Everything we do is designed to create measurable value that shows up in EBITDA and enterprise value.

Portfolio Leverage

Your assigned advisor becomes an extension of your operating team, transferring knowledge across portfolio companies and accelerating each successive deployment.

Speed to Value

The AI SPRINT framework delivers visible results in 30-90 days. We respect your hold period and design transformation timelines accordingly.

Proven Frameworks

Creator of the AI Flywheel™ and AI SPRINT™ frameworks used across industries. Not generic consulting—proprietary methodologies that work.

Ongoing Partnership

We don't deliver a deck and disappear. We co-execute, train your teams, and stay engaged through implementation and beyond.

Assess Your Portfolio's AI Transformation Potential

Get a comprehensive AI Strategy Assessment & 90-Day Plan to identify highest-impact opportunities across your portfolio before launching full transformation.

Request AI Strategy Assessment & 90-Day Plan

Getting Started Is Simple

1

Portfolio Assessment

We review your portfolio companies, investment thesis, and value creation priorities to identify the highest-impact opportunities.

2

Pilot Design

We recommend a deployment model (single company, sequential, or cohort) and design the engagement to match your timeline and goals.

3

Launch & Transform

Your assigned Stellis AI advisor begins working with portfolio company leadership to execute the AI SPRINT framework and deliver measurable results.

4

Scale & Optimize

As we prove value in initial companies, we systematically expand across your portfolio—each deployment faster and more effective than the last.

Transform Your Portfolio Value

Your portfolio companies are competing against AI-enabled competitors right now. The firms that operationalize AI systematically will command premium multiples at exit.

The question isn't whether to do this—it's whether you'll lead or follow.

Schedule a confidential portfolio assessment to explore how Stellis AI can drive measurable value creation across your investments.

Schedule Portfolio Assessment Now

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