AI and Automation for Private Equity Funds and Portfolio Companies
Fund operating teams and portfolio company leadership are asked to move fast on AI without always having the infrastructure, the trained people, or the in-house engineering to do it.
We provide all three, as one partner, across the whole portfolio.
Where we move EBITDA across the portfolio
Margin expansion
Revenue growth
Exit readiness
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What we build for the fund itself
The Value Creation Lifecycle
Diagnose
We map AI opportunities against revenue impact and feasibility, assess data maturity, and identify quick wins versus longer bets.
Architect & Prototype
We design AI-ready data infrastructure, select and evaluate models, and build working proofs of concept.
Automate
We deploy AI agents and copilots, automate business processes, and handle OCR and document processing.
Build
We develop custom AI/ML models, integrate LLMs, build RAG systems, and embed AI features directly into your product.
Scale
We optimize AI workload cost, tune performance, and run MLOps and model monitoring in production.
Operate & Evolve
We provide 24/7 monitoring and incident response, and run continuous improvement cycles on models already in production.
What We Deliver, From Assessment to Production
AI and Automation Workshops
Working automations by the end of the session, not another AI briefing for the board.
We run structured workshops where investment teams and portfolio company staff build real automations using their own workflows as the material. What gets built stays in use after we leave, and the framework for spotting the next opportunity travels with your team to the next portfolio company.
What's included:
AI Transformation Partner
One accountable technical partner across the portfolio, from first assessment to systems running at scale.
Beyond individual projects, we act as the engineering team behind your fund's AI strategy: building the data infrastructure, the product, and the systems that keep running and improving long after the initial engagement ends.
What's included:
AI Maturity Assessments and Implementation Roadmaps
Know where AI moves the multiple before you commit engineering budget.
We run a standardized assessment across your fund or portfolio, evaluating data infrastructure, existing tooling, and team readiness at each company, then rank the opportunities by feasibility and financial impact.
What you get:
Operations Automation Across Departments
Automate the manual work slowing down finance, ops, sales, and HR, without ripping out existing systems.
We build AI agents that take over the repetitive, document-heavy work inside departmental teams and connect them directly into the tools already in place, so the automation shows up as reduced cost and freed-up headcount, not a new system to manage.
What it enables:
Delivered, Not Theoretical
Upskilling Investment Teams with Agentic AI
Permira's investment team had AI knowledge but no hands-on automation experience, losing time to email triage, IC briefings, research, and CRM logging.
We ran two 1.5-hour foundations workshops followed by two 4-hour onsite hackathons in London and NY. 35 investment professionals built five working automations in a day, including a Research Accelerator and Meeting Prep Agent, all running on a self-hosted setup to handle sensitive M&A data.
AI & AUTOMATION TRAINING PROGRAMME
financial services
14,000+ Hours Saved on Reconciliation
Following an acquisition, Mattioli Woods needed a single data platform to unify systems and automate financial reconciliation.
We built the platform and automated reconciliation of more than 320,000 bank transactions annually, with reporting handled end-to-end. The result: over 14,000 staff hours saved every year.
90% Faster Email Handling
STS Industrial's sales team was spending significant time on manual inbox triage, at the cost of pipeline visibility.
We built an AI agent that classifies every incoming email as an RFQ, purchase order, or spam, and routes qualified deals directly into Pipedrive. Email handling time was reduced by 90%, giving the sales team real-time visibility into pipeline activity and more reliable forecasting.
INDUSTRIAL SALES
financial services
Multi-Agent Retirement Advisory System
For EV our team developed an autonomous, agentic retirement planning system to provide 24/7 financial advisory while maintaining strict security and compliance.
By utilizing specialized agents for tasks like tax and portfolio optimization within an AWS-based architecture, the company transitioned from human-led consultations to automated, proactive financial planning.
Generative AI Training Assistant
STX Next automated CBMG’s sales training platform by implementing an AI-based system that analyzes speech and grades student performance against key criteria.
This solution enabled real-time, personalized coaching feedback, which removed the need for manual grading and significantly accelerated trainee skill acquisition.
financial services
Enterprise-Grade Security & IP Protection
We're ISO/IEC 27001:2022 certified. Your data never trains public models, your IP remains 100% yours, and we specialize in deploying self-hosted, private AI infrastructure (AWS, Azure, or private VPCs) to satisfy the strictest M&A and regulatory requirements.
Accelerate Your AI Roadmap, Wherever You Are on the Journey
Share your current fund or portfolio-level challenges with us, and we’ll map out a pragmatic, secure approach to help you scale.
FAQ
What does STX Next do for private equity funds?
We run AI workshops for investment and operating teams, build automated deal screening and portfolio reporting pipelines, and support RAG-powered search across a fund's deal memos and files.
What does STX Next do for portfolio companies?
We run AI maturity assessments, deliver training and bootcamps for portco teams, build data infrastructure, and provide full-stack AI-augmented software development.
How long does an AI maturity assessment take?
The standardized assessment across a portfolio typically produces a roadmap of the three to five highest-value opportunities per company within a few weeks, depending on portfolio size.
Can portfolio company or fund data stay on self-hosted infrastructure?
Yes. For Permira, we ran the entire automation solution on a self-hosted, enterprise n8n instance because the firm handles sensitive M&A data. We build on your infrastructure (Azure or AWS) when data residency requires it.
Is STX Next only an AI vendor, or does it build the full product?
We build the full stack: the data infrastructure and AI features, the applications around them, and the CI/CD and cloud infrastructure that keep it all running in production.
What industries does STX Next work in?
Financial services, industrials, healthcare, and technology, with 20+ years of experience delivering to PE-owned and VC-backed portfolio companies specifically.
Is STX Next itself backed by private equity?
Yes. STX Next is backed by Innova Capital, one of Central Europe's leading private equity firms.
