Where is AI compressing your portfolio?

A forward-looking assessment of AI disruption risk across B2B holdings — before it hits the P&L.

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The Problem

Most portfolio risk frameworks look backward. AI disruption doesn't.

The question your LPs will ask in 12 months:

 

"What's your exposure to margin compression from AI? How do you know?"

If you don't have an answer, you're already behind.

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What You Get

A bespoke assessment covering:

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• Risk scoring by holding — which portfolio companies face automation, displacement, or commoditisation pressure

• Segment-level analysis — not just company-level; where within each business is the exposure

• Trajectory view — what's stable now vs. what breaks in 6-18 months as AI capability compounds

• Board-ready output — risk bands, priority flags, and a watch list you can actually use

 

This isn't a generic AI trends deck. It's specific to your portfolio, with holdings scored against real capability curves.

 

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Who is This For

• PE sponsors asking "what's our AI exposure?"

• VCs stress-testing growth assumptions

• LPs doing fund-level diligence on AI risk

• Corporate boards overseeing B2B services or SaaS businesses

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How it Works

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1. Scoping call — 30 minutes to understand your portfolio and what matters

2. Analysis — I assess holdings against the disruption framework

3. Deliverable — A written assessment with scores, flags, and recommendations

4. Walkthrough — 60-minute session to discuss findings and next moves

 

Timeline: 2-3 weeks depending on portfolio size.

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