Sound Familiar?
Cut Software Spend
Replace the stack of SaaS tools your teams work around with one system you own.
We build custom software and AI employees for private equity portfolio companies that cut software and fulfillment costs and grow revenue.
Sound Familiar?
We don’t guess. We map how your portcos actually run, build what moves the numbers, and stay on to keep improving it. Most clients are live in 4–8 weeks.
Step 1: Audit
A full audit of how the business runs: visual process maps and SOPs for every workflow, so you see exactly where time and money go.
Step 2: Identify
We pinpoint the bottlenecks and the biggest opportunities: the software and fulfillment costs to cut, and the revenue being left on the table.
Step 3: Build
Custom software, AI employees and automations, scoped to the business and built in sprints. Working software along the way, no surprises.
Step 4: Deploy & Train
We launch it, train your people on the systems and on Claude, ChatGPT and Unstack, and make sure it works in the real world, not just in a demo.
Step 5: Keep Improving
As the business changes, the systems should too. We stay on, track the gains, and keep making it better.
Not chatbots. Trained AI employees that work inside your portcos’ own systems, around the clock: answering leads, following up and taking the manual work off your team.
Inbound Responder
Answers every call, form and chat in seconds, qualifies the lead and books the meeting, nights and weekends included.
Follow-Up Agent
Chases every quote, missed call and quiet thread until it closes. No lead goes cold because someone forgot.
Outbound SDR
Researches accounts, writes personal outreach and books meetings, so pipeline grows without adding headcount.
Ops Coordinator
Keeps jobs, schedules and hand-offs moving between teams, and flags what’s stuck before it costs you.
Back-Office Assistant
Takes over the data entry, invoicing and reconciliation your people do by hand every day.
Create Your Own AI Employee
Book a Call
A live dashboard for every company in the fund: where each one stands, and exactly where the savings and the revenue gains are coming from.
Want this for your fund?Book a call.
Fund overview
EBITDA lift across the fund
+$4.2M
- Portco 01+$1.35MLive
- Portco 02+$1.6MLive
- Portco 03+$1.25MLive
- Portco 04PendingBuilding
- Portco 05PendingAudit
Illustrative figures. See where every company stands, live.
Portco drilldown
Portco 01 · EBITDA margin
12%17.7%
Illustrative figures. Every number for one company, before and after go-live.
Cost savings
Saved per year, across the fund
$1.6M
- Software: $600K
- Fulfillment: $500K
- Calls: $300K
- Data entry: $200K
Illustrative figures. Every dollar saved, traced to the line it came off.
Revenue gains
Revenue added by AI employees
+$5.2M
$2.6Mto EBITDA
- Inbound Responder$2.3M44%
- Follow-Up Agent$1.7M33%
- Outbound SDR$1.2M23%
Illustrative figures. Revenue by the AI employee that brought it in.
Custom software, AI agents and automation for operators, from a London ice cream business to a national mortgage lender.
PlatformThe Operating System for a Modern Staffing Agency
A recruiting firm ran intake, screening, client updates and contracts across about a dozen tools. We built them one platform and now run it as their engineering team.
- Tools consolidated
- 6+
- Portals
- 2
- Admin modules
- 11
- Engagement
- Since 2025
ProducifyX Connect · Pipeline
AI + OperationsFrom inbox to recall: running a London ice cream maker on one system
An AI agent that turns wholesale emails into orders, a custom wholesale portal, and production, traceability and kitchen compliance in one Unstack workspace.
- Orders created by the AI agent
- 290
- Customer locations
- 388
- Orders migrated
- 3,500+
- Engagement
- Since 2024
Happy Endings · Production plan
AI AgentFredBot: guideline answers for loan officers, right inside Slack
A Slack bot that answers mortgage guideline questions from the agency handbooks and the bank's own overlays, cites its sources, and hands anything uncertain to an underwriter in one click.
- Questions answered
- 13,000+
- To reach an underwriter
- 1 click
- Agency rulebooks
- 4
- Live since
- Feb 2025
Slack · #lo-forum
Our in-house platform, Unstack, gets systems live in weeks. When a portco needs something fully custom, we build that too.
Questions Answered
13K+
Neighbors Bank’s loan officers get sourced answers from FredBot in Slack, without waiting on an underwriter.
More Estimates Booked
40%
Mike’s Fences booked 40% more estimates once an AI agent started answering and following up on every lead.
Hours Back per Employee
5–8 hrs
Every week, for each person on the ProducifyX team, now spent recruiting instead of copying and chasing.
Screening & Follow-Up
24/7
ProducifyX’s platform screens applicants and follows up nights and weekends, with nobody on the clock.
Trusted by operators in finance,healthcare, retail and services.
Claude
ChatGPT
Unstack
Airtable
n8n
Make
What operators say once the systems are live and the manual work is gone.
“We went from losing orders every week to never missing one. The system just works. And it costs us less than our old software.”
Watch the video
“Isaac came in, mapped out our workflows, and built us a custom platform that handles what used to take hours. Our team can actually focus on growing the business instead of putting out fires.”
“Our underwriters used to spend an hour a day just looking things up. Now they ask the bot and get answers in seconds. It’s like having a senior analyst available 24/7.”
“I used to spend half my day on the phone playing phone tag. Now I show up, give the estimate, and close the deal. The AI handles everything else.”
Illustrative portco · $20M revenue
Before and after working with us
EBITDA
$2.4M12% margin
+$1.35M EBITDA a year
≈ +$10.8M in enterprise value at 8×
Cut the costs, capture the revenue that slipped away, and see what it does to EBITDA.
- EBITDA before: $2.4M
- Software: +$350K
- Manual work: +$400K
- Inbound: +$250K
- Follow-up: +$200K
- Outbound: +$150K
- EBITDA after: $3.75M
Illustrative example, not a client result. New revenue counted at a 50% contribution margin; enterprise value at an 8× EBITDA multiple.
Run it yourself on Unstack, get 1:1 training for your team, or hand us the whole build.
Do It Yourself
$49/month
Build your own tables, pages, automations and AI agents on Unstack, the platform we use for our own client work. Free plan to start, no per-seat fees.
Do It Yourself includes:
- Unstack workspace
- AI-built tables & pages
- Automations & integrations
- Unlimited team members
- Go at your own pace
Done With You
Custom quote
We train your team 1:1 on Claude, ChatGPT and Unstack, and build alongside them until they can run it themselves. Priced to your team and goals.
Done With You includes:
- 1:1 team sessions
- Claude, ChatGPT & Unstack
- Bottleneck mapping
- Hands-on build support
- SOPs your team keeps
Done For You
From $7,500
Every build starts with a two-week Systems Audit at one company. The $7,500 is credited toward the build. Then we build the custom software and AI employees, deploy and train your team, and keep improving it for a monthly fee.
Done For You includes:
- Two-week Systems Audit
- Visual process maps & SOPs
- Custom software builds
- AI employees
- Integrations with your stack
- Automated follow-up
- Inbound & outbound systems
- Portfolio dashboards
- Team training
- Ongoing improvement
Straight answers to what operating partners and portco leaders ask before we talk.
Still have questions?Book a call.You can. But a good full-time developer costs $80–150K a year, takes months to find and still needs managing. We build what you need and you’re live in weeks, not quarters, with ongoing support if you want it.
Most clients are live in 4–8 weeks, and some automations take days. You get a clear timeline on the first call, not a vague estimate.
Yes. We audit each portco, roll out what works across the portfolio, and give the fund a dashboard for every company showing exactly where the savings and revenue gains come from.
We build in sprints and show you working software along the way, not a big reveal at the end. If something isn’t right, we fix it before you’ve paid for a finished product.
Unstack starts free, with paid plans from $49 a month. Custom builds start with a $7,500 two-week Systems Audit that’s credited toward the build, then a setup fee and a monthly fee. You’ll get the number on the first call, not after three meetings.
Our own AI-powered operations platform. It speeds up every build we do, and teams that want to run things themselves can use it directly.
No. We deploy the systems, train your people on them and on Claude, ChatGPT and Unstack, and stay on to keep improving them.
Businesses without repeatable processes yet. Figure out what works before you automate it. If your teams do the same manual work every day and you know there’s a better way, that’s exactly what we fix.