Turn your hold
period into a value
creation window.
AI strategy, data modernization, and technology implementation for PE firms and their portfolio companies — built around compressed timelines, board mandates, and measurable EBITDA outcomes.
Trusted by industrial and financial innovators across PE-backed verticals
This is not an industry vertical. It's a value creation model.
Targeting PE requires a different strategy than fintech or manufacturing. The buyer, the urgency, and the entry motion are all distinct — and understanding that distinction is what makes the difference between a vendor and a partner.
200–400bps
EBITDA expansion from properly deployed AI within 12 months.
Industry Estimate on AI-Driven
EBITDA Expansion, 2025–2026
72%
of PE Operating Partners rank IT modernization a top-3 value creation lever.
95%
of PE firms have begun or plan to implement agentic AI in 2026.
15–25%
EBITDA margin improvement from digital enablement in mid-market portfolio companies.
McKinsey Digital
Enablement Analysis, 2025
58% of PE-backed companies have no formal AI strategy at the point of acquisition. The 100-day plan must assess data quality, infrastructure, workflow complexity, financial attribution, and organizational readiness — all at once. We've mapped our AI Readiness Assessment to exactly those five dimensions.
How we work with Private Equity.
We engage at two levels — directly with PE Operating Partners as a portfolio-wide technology partner, and with individual portfolio companies in verticals where we have deep proof.
Direct engagement with PE-backed companies
We approach portfolio companies in fintech, manufacturing, and data-heavy sectors directly. Your PE ownership creates the urgency — hold period, board mandate, compressed timeline. We deliver the implementation. Faster to close, leverages our existing vertical proof.
Portfolio-wide diagnostic as a channel play
One Operating Partner relationship spanning 8–15 companies is not one sales conversation — it's a pipeline. We position the AI Readiness Assessment as a repeatable, portfolio-wide tool that de-risks the 100-day plan and creates a consistent value creation lever across every holding.
Every layer of the modern financial product stack.
Whether you are building a finance app from scratch, scaling an existing investment app, modernizing a legacy financial management tool, or launching blockchain solutions — we bring the full team and the right experience.
The major impact was the speed at which they helped deliver what our client wanted.
Felipe Talhari
Co-founder
@ EQI Investimentos
Cheesecake Labs is great to work with. The team is very open, and when we've had challenges, they've worked through them with us. We feel like we're one team instead of working with a different company.
Alicia Smith
Head of Blockchain & New Fintech Products
@ MoneyGram International
Even though it was one of Cheesecake Labs' first projects with an energy company, their team understood our business quickly. They developed an understanding of the energy sector and applied that to the product.
Julia Rodrigues
R&D & Innovation Manager,
@ AES Brasil
Cheesecake Labs has been a valuable partner to us. They've guided us through the journey, and the team has been proactive, which is truly important for a company like ours.
Nan Jiang
VP of Business Development & M&A,
@ Bemis Manufacturing Company
AI Readiness Assessment
Five-dimension diagnostic: data quality, infrastructure, workflow complexity, financial attribution, and org readiness. Built for the 100-day plan.
Data
modernizationAI strategy & implementation
Legacy
modernizationManufacturing
& IIoTFintech & financial services
AI Readiness Assessment — built for the 100-day plan.
Deployable as a one-time portfolio company engagement or as a repeatable, portfolio-wide tool across multiple holdings. This is the diagnostic that turns 25 disconnected AI projects into one operating model.
Ready to move faster on your portfolio?
Book a working session with our Partnerships Director and a senior solutions engineer. Bring one company, one mandate, or a portfolio-wide AI question. We'll give you an honest read on what it takes.
Format
30-min video call
Who you'll meet
Partnerships team + senior solutions engineer
What we'll cover
One AI initiative you're considering
What you'll leave with
Feasibility view, risk flags, rough cost & timeline
Cost
Free, no obligation
FAQ
We partner with both Operating Partners and portfolio companies, helping identify value creation opportunities and execute technology initiatives that drive measurable business outcomes.