About the Client
- Client Profile : LMM Roll Up
- AUM : $1.6B | Current fund - $500M | Portfolio of 11 Companies across Industrial, SMB, B2B Services
- Time to Production : 7 Weeks
- Internal Champion : COO + Operating Partner
- Year 1 Financial Impact : $400K-$530K (estimated first-year cash benefit from labor recapture, avoided hires, and process automation)
Before and After
Before
- 80+ hours per portco for vendor
onboarding/compliance
- 4-6 compliance breaches per year from missed renewals
- Manual spot-checks - no systematic vendor
coverage
- Unapproved vendors slipping through with no flag
After
- 14 hours per portco ( review + exceptions only)
- Breaches reduced to almost zero. Rare exceptions occur with faulty uploads or dynamic contract changes
- 100% vendor coverage - every cert tracked automatically
- $350K + identified in vendor consolidation savings
What we Deployed
- Compliance orchestration across all portcos. Agents auto-validate W-9s, SOC2 reports, and insurance certificates against fund criteria.
- Tracks every renewal deadline with proactive escalation.
- Suggests approved vendor alternatives with reasoning.
- Replaces manual spot-checks with systematic, auditable coverage.
ROI Math (Year 1)
(Illustrative ROI estimate range based on observed workflow changes and standard labor rates. Final exact number depends on adoption and operating context )
Labor Recaptured - Compliance
(470 hrs saved/year across 11 portcos × $85-$100/hr blended rate)
Breach Avoidance
*(*2-3 breaches avoided × $50K-$75K per incident remediation, legal review, LP
disclosure risk)
Vendor Consolidation Savings
(Identified through systemic vendor analysis across the portfolio.)
TOTAL YEAR 1 VALUE
$45,000 - $55,000
$80,000 - $200,000
$415,000
~$400K - $520K
Learnings and Challenges which we have since iterated upon
- 30% of vendor recommendations get overridden for timing or relationship reasons, which is
expected.
- Borderline insurance certs still require human judgment - the agent flags them, but someone has to make the call.