Sales productivity
Improve research, lead handling, proposal, follow-up and management visibility without losing accountable ownership.
Private equity and portfolio companies
Turn AI activity into a portfolio-company value-creation plan.
Advery helps management move from scattered experiments to a prioritised AI portfolio, a controlled 100-day implementation path and evidence for the next investment decision.
Senior thinking. Lean delivery. Working systems.
Advery connects the value-creation thesis to the operating work required inside the portfolio company. The emphasis is on bounded implementations that management can own and measure, without creating a long transformation program before evidence exists.
Rules and conventional automation remain the right answer for predictable work. AI agents are introduced only when variable planning or judgement creates enough value to justify additional evaluation, observability and control.
Value-creation levers
Connect AI to the management agenda.
Customer value
Strengthen retention, reactivation, service and next-best-action workflows using controlled customer data.
Operating capacity
Reduce avoidable handling, reconciliation and handoff work, then define how recovered capacity will be used.
Reporting and control
Create a clearer management view of performance, exceptions, ownership and the evidence behind value claims.
Cost and risk
Use rules, automation and AI proportionately, with data, access, evaluation and human review designed into the operating model.
Controlled 100-day path
From value thesis to a scale decision.
- Days 1 to 30
Opportunity portfolio
Map value levers, current workflows, data readiness, ownership and risk. Rank the first controlled opportunities.
- Days 31 to 60
Minimum useful implementation
Establish the baseline, design the control model and build one bounded change with acceptance criteria.
- Days 61 to 100
Evidence and scale decision
Evaluate value, adoption, quality, cost and risk. Stop, improve or expand with a management-ready evidence pack.
What management and sponsors can expect to hold.
- AI value-creation thesis and ranked opportunity portfolio
- Current-state baseline and value logic
- AI-enabled operating model with ownership and controls
- Implementation backlog, stage gates and evaluation plan
- Management evidence pack and recommendation to stop, improve or scale
Experience boundaryThis is a capability proposition for private equity and portfolio-company management. It does not claim previous private equity engagements or portfolio-company results.
Choose one portfolio-company priority to test.
Use a 20-minute Opportunity Call to identify the value lever and evidence required.