From AI Chaos to Strategic Advantage:
How Investors Should Evaluate Portfolio Company Readiness

Most investors are drowning in AI noise

Portfolio companies race to "AI-ify" everything, board presentations swing between unrealistic timelines and analysis paralysis, and every SaaS tool claims transformative AI features.

Meanwhile, the hard questions go unanswered

  • Where are the actual security gaps?
  • What productivity gains are you really seeing?
  • Which product strategies will survive the next 18 months?

We regularly present our Operator Framework to investors in the UK PE and VC community to provide a practical approach for cutting through the chaos.

Whether you're evaluating new deals or guiding existing investments, this four-pillar assessment framework transforms vague AI aspirations into concrete, measurable progress.

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