Portfolio Company × AI

AI implementation in portfolio companies — beside the fund team, until the portfolio company runs it

Beside the fund team, we use AI across strategy, training, and efficiency as one value-creation measure, increasing time for what only people can do. We direct the time freed toward the portfolio company's customers, management, and employees. We shape the approach with the portfolio company and fund so the frontline team can keep building it with their own hands.

How we work — Prepare, Build, Run

01
Prepare
Together with the portfolio company and fund, we begin by inventorying current work and information handling, then define how the work should operate after AI is introduced: what AI will handle and where people will work directly with customers, management, and employees.
02
Build
We implement with the frontline team. AI speeds up the creation of repeatable systems and operating guides, while training helps frontline teams become builders.
03
Run
The portfolio company embeds and improves the practice, directing the time freed toward closer work with customers, management, and employees. Changes and remaining issues are shared with the fund.

Where the freed-up time goes

Implementation is not the end. With your fund team and the portfolio company, we decide how the time freed will be reinvested: visiting customers, and working face to face with management and employees to build connection and align motivation. We stay involved through adoption.

Visits and dialogue with customers
One-on-ones and floor time with employees
Once the portfolio company can run it independently, we step back

Where this can help

An AI initiative sits in the 100-day plan without touching frontline work
Forms, accounting, and inquiries fragment the time available for customers
An externally built system does not grow around frontline requests
Changes inside the portfolio company do not reach the fund in clear terms
The picture after implementation is not shared between company and fund

Areas we cover

Business planning

Drafting business plans and 100-day plans around facts from the frontline.

Forms and accounting

Mapping input, transcription, reconciliation, and monthly reporting flows.

Customer response

Organizing inquiries and preparing responses around the moments when people meet customers.

In-house capability

Helping frontline teams use AI and turn improvement requests into working changes.

Investor reporting

Organizing progress, effects, and remaining issues in a form that can be shared with the fund.

How information is handled

We inventory customer, employee, and operating data, then identify what can go to AI for each use.

We organize environment settings, access rights, and record keeping around the portfolio company policies and the fund reporting context.

Related AI implementation work

These examples show people in the field moving from users to builders and growing systems around the way their work actually flows.

Before: Could put up a website, but coding was out of reach.
After: Built an in-house system on the Claude API that reads handwritten time cards. A 40-hour review task shrank to 2 hours a month, and the freed time went back to clients. Now every employee who wishes to gets support to take the CCA-F certification exam. In August 2026 the firm ran an AI training for 60 employees; one voice: "I learned there is a way of engaging with AI that draws on my own strengths."

Implemented at 5D Management Inc., where our founder serves as co-representative director

Before: Delivery slips and invoices were handwritten on carbon-copy forms. Pricing errors crept in, and reconciliation depended on one person.
After: Now iPad input auto-generates delivery slips and invoices. Errors and person-dependence are gone — a defensive win. Improvement requests still come from the floor via LINE on a smartphone, and the app keeps growing — no PC involved.

Implemented at 5D Management Inc., where our founder serves as co-representative director

See the other field of work

Contact

Start by reading your workflow together.

We begin with the materials, people, and current flow, then consider together where time can be opened up.