Appendix
Multiple, Tangible Levers to Accelerate Growth
Vertical Expansion
Targeted sector expansion including healthcare, retail, financial services, and government.
Strong existing proof points in highly regulated and high growth industries with rising AI adoption.
Growth Lever Strategy
Hire sales and engineering personnel with deep technical expertise in priority verticals.
Build brand awareness through targeted thought leadership and industry-specific content.
PE Portfolio Penetration
Leverage established relationships with sponsors and operating teams to unlock access to portfolio companies.
Capture value from PE firms’ push to transform portfolio companies through AI—driving operational efficiency, revenue growth, and competitive differentiation.
Growth Lever Strategy
Add sponsor-coverage sales roles focused on initiating portfolio-wide AI engagements.
Provide portfolio-level AI strategy reviews to identify and prioritize the most impactful opportunities.
M&A Strategy
Pursue acquisitions or acqui-hires to add specialized AI capabilities and top technical talent.
Tap into a broad pool of boutique / niche AI firms seeking a larger platform to join.
Growth Lever Strategy
Use industry relationships to source proprietary acquisition opportunities in niche AI domains.
Bundle new capabilities into cross-sell opportunities with existing clients.
Appendix Slides
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