The AI value ledger for private equity
AI activity isn’t value.
Prove the P&L.
Turn your AI deal thesis into a traceable financial record. Measure what reached the P&L, net of every cost, with evidence built for board review and exit diligence.
For operating partners and portfolio CFOs. Explore with fictional demo data.
A number is only as strong as its proof.
Our measurement commitments
From thesis to evidence
One ledger.
An unbroken chain of proof.
Hours saved and pilots launched are a starting point—not an investment outcome. ValueProof connects the work to the financial result, then connects the result to its evidence.
Built for lower mid-market PE
Funds with $100M–$1.5B AUM. Portfolio companies with $10M–$150M revenue. Rigor that fits your operating team.
Start with the investment thesis.
Capture underwritten dollar targets, owners and time windows in a 100-day baseline. Link every AI initiative to a value lever—and surface assumptions with nothing behind them.
Follow the money, not the activity.
Map operational KPIs to financial line items. Deduct build costs, recurring spend and change friction. Keep realized value separate from run-rate, and expose gains that never reached the P&L.
Make every claim defensible.
Document baselines, attribution methods and source files. Grade confidence from A to D. A claim only counts as verified after CFO sign-off.
Bring the evidence to the boardroom.
Package thesis versus actual, the net value bridge, evidence and approvals into an AI Value Evidence Pack. Give sponsors a portfolio view without opening up one company’s data to another.
The net value engine
The whole equation. Nothing hidden.
Illustrative calculation only. Verification requires evidence and CFO sign-off.
A portfolio perspective.
Company-level accountability.
Review thesis drift, durability and vendor spend across the fund. Keep company access isolated, while initiative owners log inputs and CFOs control approvals.
V1 integration scope
CSV / Excel imports · QuickBooks Online · Xero · Evidence file uploads
Pricing
Rigor at the right scale.
14-day trial with demo data. Annual billing includes two months free.
Portfolio Company
One company’s thesis, initiatives, net value and evidence.
$990 / month per company
Fund
Up to 6 portfolio companies, including Portfolio View.
$4,900 / month
Optional 100-Day Baseline Setup: $7,500 one-time.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
Build the evidence before you need it
Your next board meeting deserves more than activity metrics.
Explore a fictional portfolio. Follow the value from thesis to costs, attribution and evidence.
Start your 14-day trial