AI across the hold period.

The hold

From diligence to the exit story.

1. Diligence

   Before the close, the review names AI readiness and the size of the value-creation case: which workflow, which system of record, and which board line the hours will hit.

2. The 100-day plan

   The plan names the first workflow, the system of record, and the measure the board will watch. Day 30, day 60, and day 90 are the counts inside that plan.

3. Value creation

   Finance and the back office, the reporting pack, sales operations, and RFP response. The agent prepares the work. A person approves anything that leaves the building.

4. Integration and add-ons

   After an add-on, the acquired company’s reporting rhythm and back office come onto the portfolio pattern.

5. Exit readiness

   The exit story is an AI-driven EBITDA record a buyer can read: the hours returned, the documents handled, and the workflows that carry them.

The portfolio

One playbook across the companies.

Each company starts from its own baseline. The board sees tasks, hours, and dollars on the same kind of view.

The fund

How a fund engages.

1. 01

   Portfolio review

   Thirty minutes. The first workflow gets a name, and the day-90 measure gets a name.

2. 02

   One company

   The first agreement covers that workflow at one company.

3. 03

   The rest of the portfolio

   The same pattern, company by company.

Proof

The record for the board.

From the operating company Thomas Matteson ran before Wright Applied, unnamed, August to October 2026: 4,668 tasks the agents completed, about 1,140 hours returned, $5.09 million in document value the agents handled, and $100 million and above in RFP bid value the team handled and responded to.