One partner across your portfolio. AI-native IT, marketing and operations.
CapePoint deploys a single integrated stack across portfolio companies, replacing the vendor sprawl that quietly eats portfolio margin. One operator. One playbook. Live in 30 days, embedded in 90.
When every portco runs its own everything, that's where the margin goes.
Each portco has its own vendors, its own contracts, and its own quality bar. What none of them has is the operating model that makes the cost curve work in your favour.
In most portfolios, each portco runs its own marketing agency, its own IT vendor, its own ops tooling. Different contracts, different invoices, different quality. What works in one portco rarely transfers to the next. Operating partners spend cycles on vendor coordination that could go to the companies themselves, and the cost stack across a mid-sized portfolio runs into seven figures a year before counting internal headcount.
AI-native operations have changed what's possible. Work that used to take a marketing team, an IT shop, and an ops consultant now runs through agents and automation. The cost curve has broken. Most portfolios are still structured for the old one.
An applied technology studio, built for portfolio deployment.
One partner, one stack, three integrated modules: IT, Marketing, and Operations Agents, deployed per portfolio company on a repeatable playbook, with custom build work available beyond them.
The studio was built AI-native from the ground up. Agents handle the volume of work that used to require teams. Automation runs the workflows that used to require headcount. One operator directs strategy across the portfolio while the stack does the execution.
Three modules. Take one, two, or all three.
Each module is productized and deployable on its own. Most portcos start with one and add modules as the relationship matures.
Managed infrastructure, security, helpdesk, endpoint management. Scales from five endpoints to five hundred under one partner. Replaces fragmented MSPs with a single accountable layer.
Full marketing engine deployed inside the portco. Strategy, web, content, distribution, CRM, intelligence. Agents handle the volume. Agency-level output without the agency overhead.
AI agents deployed into specific operational workflows: customer service voice, sales pipeline, internal ops. A force multiplier inside your operating team. CapePoint's own operation runs on George, the studio's lead agent.
Proven across a two-portco portfolio.
CapePoint delivers across two operating companies spanning five entities in the US and UK, under shared ownership. The first runs a national US footprint with offices in three major metros. The second operates in the UK and US. Both are winning in their categories, including a recent enterprise engagement at the top of the global market.
Since the stack went live, it has replaced three roles and five vendor relationships. Output accelerated, and the quality is higher than what came before. One operator now directs across both portcos.
One architecture, deployed per portco.
Every portfolio company gets its own configured stack, assembled from the modules the portco needs. Same architecture, same playbook, same delivery team. Different brand, different data, different market.
Portco 01 runs Pulse-Portco01. Portco 02 runs Pulse-Portco02. A new portco gets Pulse-NewCo.
The first deployment proves the model. The second runs faster. By the fifth portco, deployment is mechanical, configuration from a proven playbook. The PE firm sits on top with portfolio-level visibility. One partner, one accountable party, one stack scaling with the fund.
Live in 30 days. Embedded in 90.
Deployment runs in two phases, with retained operations beginning at day 90.
Refining outputs, integrating with existing teams, handling edge cases, reaching steady state. By day 90 the stack is operating at full capacity.
Monthly retainer. CapePoint operates the stack on an ongoing basis. Continuous output, monthly reporting, quarterly business reviews, single accountable vendor. New modules added as needed.
What this looks like in your portfolio.
A five-portco lower-middle-market portfolio. Mixed B2B services and industrial, revenue range $20-100M. CapePoint deploys Marketing across all five and IT across two. First portco kicks off in month one, fifth is live by month six.
The harder-to-measure gains are in coordination cost, vendor management overhead, and consistency of execution across the portfolio. Add the sixth portco when the fund closes the next deal.
The vendor list becomes one line.
Each portfolio company runs its own pile of agencies, MSPs, and point tools, every one with its own bill and handoff. Marketing, IT, and operations become one partner across the portfolio.
Beyond the operational stack.
Once IT, Marketing, and Operations Agents are running across the portfolio, CapePoint becomes the deployment partner for deeper AI work: Custom Solutions. Systems built for how a business actually works, where off-the-shelf does not fit. Custom agents for specific portco functions. AI-native operations beyond the modules: finance, customer experience, supply chain, internal knowledge management.
The first engagement is productized for speed and predictability. The relationship that follows is built on what the portfolio needs next, and on the operational depth that only comes from running the day-to-day stack alongside the company.
Where would this start in your portfolio?
Tell us about your portcos. We'll come back with where the highest-leverage first deployment sits, and if it's worth 30 minutes, we take it to a portfolio review. If there's a fit, we scope a first deployment and move. If there's not, you leave with a clearer view of where AI-native operations could change the math.