Davos Intelligence San Francisco Backed by Y Combinator Now booking H2 · MMXXVI
An Engineering Practice · Not a Consultancy

Applied intelligence
for private equity.

Davos Intelligence is the AI transformation partner for private equity. We make funds and their portfolio companies measurably more efficient — embedding artificial intelligence across operations, finance, revenue, and the back office so capital compounds faster from day one through exit.

Mandate
Mid-market funds & their portfolio companies
Focus
Operating efficiency, end-to-end
Independence
No referral fees. Ever.
§ I · Capabilities

Five disciplines, applied across the portfolio.

Every engagement is built around a single question: where does AI make this portfolio company measurably more efficient — and how do we ship it. We function as an extension of the operating partner bench and the portco leadership team.

01

Portfolio Diagnostics

An efficiency baseline for each portco — workflows mapped, time-and-cost data gathered, and the highest-leverage AI interventions sized against the operating model. Delivered as a written assessment with a CEO and operating-partner readout.

02

AI Transformation Programs

End-to-end transformation embedded across operations, finance, revenue, and the back office. We sequence initiatives into the 100-day plan, own the execution roadmap, and hire or upskill the team that runs it after we leave.

03

Function-Level Deployment

Production AI shipped into the workflows that move efficiency the most — procurement, AR/AP, customer support, sales operations, underwriting, scheduling. We write the spec, select the stack, and stand up the first three workloads.

04

Portfolio-Wide Playbooks

What works once should compound many times. We package proven deployments into shared infrastructure, vendor agreements, and reference architectures the entire portfolio can pull from on day one.

05

Operating Partner Support

Embedded fractional capability for in-house operating teams. Quarterly portco reviews, board-ready efficiency scorecards, and direct engagement on demand — sized to the fund, not to a fixed retainer.

§ II · Approach

A four-phase transformation, compounding across the portfolio.

Every engagement runs in defined phases with named deliverables. We start at one portco, prove the efficiency gain, and then operationalize the playbook across the rest of the fund — measured quarterly to the deal partner and the board.

Phase 01
Two weeks

Baseline

Efficiency baseline per portco. Workflows mapped, time-and-cost data gathered, and the highest-leverage AI interventions identified — quantified, not theorized.

Phase 02
Four weeks

Transformation Plan

Initiatives prioritized to thesis, with measurable efficiency targets, owners named, and dependencies mapped against the operating model and the 100-day plan.

Phase 03
Twelve to twenty-six weeks

Deployment

Embedded execution alongside management. We sit in standups, ship the first three production workloads, hire the first AI lead, and hand the system to a team that owns it.

Phase 04
Quarterly · Hold period

Compounding

The proven playbook scales across the portfolio. Each portco gets a board-ready efficiency scorecard with realized impact, hours and dollars saved, and the next workloads queued.

§ III · Contact

If your fund is ready to make every portco measurably more efficient with AI, we should talk.

Book a 30-minute introduction
General
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Office
San Francisco