Built for the operators who actually run the company
Operating partners at lower-middle-market PE firms.
You manage 5–15 portfolio companies. Every one of them runs on different tools, different definitions, different reporting cadences. You spend the first week of every month aggregating numbers nobody fully agrees on.
Holdco principals.
You operate the holdco model: multiple companies under one operating leadership. The thesis depends on running them with shared discipline. Most of your time is spent translating between their systems instead of operating against them.
Portfolio CEOs.
You're running the company. The deal team wants visibility. The board wants reporting. You want to spend time on the value creation plan, not on building dashboards.
How we help you deliver value
What it lets you do. A modern datalake (BigQuery or Snowflake), the pipelines that fill it, and dashboards on top. Clean, unified data flowing from operating systems into one place. No more three‑day manual aggregation cycles.
Typical state. Most sub-institutional companies operate below L0: manual exports, ad-hoc spreadsheets, and dashboards rebuilt by hand each cycle. Reaching L0 is the first major Build Sprint move.
What it lets you do. Standardized KPIs and board-ready reporting across portfolio companies. Operators see the same numbers, the same way, every month, without analyst rebuilding.
Typical state. The state most operating partners think they want, and the state most platforms charge them six figures to fail to reach.
What it lets you do. AI surfaces patterns, anomalies, and recommendations on top of the reporting spine. Operators get decision support, not just dashboards.
Typical state. Where the value creation plan actually starts to compound. The first level where AI does work the operator couldn't do faster manually.
What it lets you do. AI in the loop for recurring decisions and handoffs. Weekly and monthly operating rhythms run on the system rather than on email and Slack threads.
Typical state. Where retainer relationships justify themselves. The system absorbs the operating tempo.
What it lets you do. Autonomous workflows where humans handle exceptions only. The operating system gets sharper every quarter without proportional headcount growth.
Typical state. Rare. Reserved for portfolio companies operating at scale or with deliberate long-term commitment. Aspirational, not required.
We help sub-institutional capital leverage data and AI like the biggest firms in the world.
How we work with the portfolio
Architecture Assessment
2–3 weeksA fixed-scope diagnostic. We map the operating reality, diagnose the current Level, identify the highest-leverage move for your operating thesis, and deliver the roadmap. Yours to execute either way.
Build Sprint
8–10 weeksThe system gets built. Data architecture, reporting spine, AI infrastructure. Modern data stack: BigQuery, dbt, Looker, conversational analytics, layered AI capabilities. Built to last past the engagement.
Strategic Retainer
OngoingQuarterly operating review. Monthly sprint. Priority access for Build Sprint expansion. Operating cadence runs on the system, not on chase emails.
Why serious operators trust Aptum AI
The work is built by an operator, not a SaaS vendor. Nick Graham came up through U.S. Army Special Forces and went on to lead operations at two venture-backed cybersecurity startups before joining the Enterprise AI team at a publicly traded SaaS company, where his team's work measurably contributed over $300M in annual savings.
Nick writes Dead Reckoning, a weekly newsletter on strategy for navigating uncertain business terrain in the age of AI. If you want to see how he thinks before you book a call, that's the place.
Read the founder bio →Ready to find your Level?
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