For PE firms, VC funds, and the companies they back

Case studies & insights

Real results from live engagements, plus practical guides on AI automation, agents, and workflows.

Case StudyPrivate Equity & Venture Capital

AI-Powered Deal Origination

A PE/VC fund needed to screen thousands of investment opportunities against specific fund criteria — a process that was manual, slow, and expensive using existing origination platforms.

10,000+ opportunities processed in 24 hours

Case StudyE-Commerce & Retail

Healf: Claude-Powered Customer Support Agent

Healf, the FT's #1 fastest-growing company in Europe, was scaling faster than its support team could. Response times stretched to hours at peak and the Trustpilot score sat at 4.2 and drifting down.

4.2 → 4.8 Trustpilot rating improvement

Case StudyB2B Technology

Intelligent Document Processing

A B2B tech platform relied on manual data entry to process high volumes of policy documents, contracts, and forms — slow, error-prone, and expensive.

10x faster document turnaround

InsightPE & VC

Where AI Belongs in the 100-Day Plan (and Where It Doesn't)

Most 100-day plans either ignore AI entirely or treat it as a workstream of its own. Both are mistakes. Here's how to sequence AI into the first hundred days of a new platform deal.

Nihaar Udathu·
InsightPE & VC

Squirrel AI vs McKinsey, BCG and Bain for Portfolio AI

A fair comparison of Squirrel AI and McKinsey, BCG and Bain for PE funds and portfolio companies choosing an AI value creation partner.

Nihaar Udathu·
InsightPE & VC

Squirrel AI vs JMAN Group

A fair comparison of Squirrel AI and JMAN Group for PE funds and portfolio companies planning data, AI and value creation work.

Nihaar Udathu·
InsightPE & VC

Squirrel AI vs Faculty AI

A fair comparison of Squirrel AI and Faculty AI for buyers choosing between enterprise AI delivery and PE portfolio value creation.

Nihaar Udathu·
InsightPE & VC

Why AI Mandates Die in Portfolio Companies

Funds keep issuing AI mandates and portcos keep quietly shelving them. Having sat on both sides of the board table, here's why it happens and what actually gets adopted.

Nihaar Udathu·
InsightPE & VC

You Can't Hire a Chief AI Officer for Every Portco

Portfolio-wide AI capability is now a board expectation, but the hiring maths doesn't work at portco scale. Here's the model that does.

Nihaar Udathu·
InsightPE & VC

Where AI Shows Up in the Value Bridge

If an AI initiative can't be placed on the value bridge, it shouldn't be in the plan. A mapping of AI work to the three ways PE deals make money: revenue, margin and multiple.

Nihaar Udathu·
InsightPE & VC

Strategy Decks Don't Move EBITDA

The AI advice market splits into consultants who advise and engineers who build. PE sits in the gap between them, and that gap is where AI value gets lost.

Nihaar Udathu·
InsightPE & VC

The First Three AI Builds for Any Portco

When a portfolio company asks where to start with AI, the answer is almost always one of the same three builds. Here they are, with effort and payback framing for each.

Nihaar Udathu·
InsightPE & VC

AI Red Flags in Due Diligence

More and more targets describe themselves as AI-powered. Most aren't. A field guide for deal teams: what to ask, what to inspect, and the claims that should worry you.

Nihaar Udathu·
InsightPE & VC

An AI Roadmap for a Four-Year Hold

Year by year: what AI work belongs where in a typical hold period, from quick-payback builds in year one to exit-story assets in year four.

Nihaar Udathu·
InsightAI Automation

AI Document Processing: How to Eliminate Manual Back-Office Work in 2026

Manual document processing is one of the most expensive and error-prone operations in any business. AI can replace much of it. This guide explains how the technology works, what results to expect and what implementation involves.

Squirrel AI·
InsightAI Automation

Speed to Lead: Why 60-Second Response Time Converts 9x More Leads

Lead response data is clear: contact a lead within 5 minutes and you are 9x more likely to convert them. Most businesses take hours. Automation closes that gap.

Squirrel AI·
InsightAI Strategy

How to Choose an AI Automation Agency in the UK: 6 Questions to Ask

Many AI automation agencies sell promises. These six questions help you distinguish teams that build working systems from those that stop at strategy.

Nihaar Udathu·
InsightPE & VC

Why PE Firms Need AI Automation in 2026

Most portfolio companies lose 15 to 30% of operating capacity to manual tasks that can be automated. This is how PE firms can use AI to shorten value creation timelines.

Nihaar Udathu·
InsightAI Automation

n8n vs Zapier: Which Is Right for Your Business Automation?

n8n and Zapier are both workflow automation tools, but they suit different jobs. This guide explains how to choose and why we use n8n for almost every client.

Squirrel AI·
InsightAI Strategy

What Is an AI Agent? A Plain English Explanation

AI agents are widely discussed but often explained too vaguely or too technically. This is a practical guide to what they are, how they work and when to use one.

Squirrel AI·
Free · 30 minutes · No commitment

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