Who can help a lower mid-market private equity firm roll out AI across its portfolio?

The firms on this page all say they do some form of it. For a lower mid-market firm the practical test is whether the partner will start with one portfolio company and one process for a fixed fee.

Where should a portfolio start with AI?

With a back-office process that repeats across companies and has a clear cost, often in finance. Buy-and-build groups usually have the strongest case because each acquisition adds another set of systems.

No. The firms are listed alphabetically, with New Odyssey last because we wrote the page. Every fact about another firm comes from that firm's own website.

Private equity

AI Implementation Partners for Private Equity Portfolio Companies in the US: 7 Firms Compared

Last updated November 13, 2026

The short answer

Firms that help private equity firms roll out AI across their portfolio companies in the US include Accordion, HatchWorks AI, Ideas2IT, RSM US, RTS Labs and West Monroe and New Odyssey. Some focus on due diligence and fund-level work, some on value creation advice, and some build working systems inside portfolio companies. This page compares them using facts from each firm's own website, checked on November 13, 2026. It is written by New Odyssey, one of the firms listed, so it is a comparison and not a ranking.

The firms compared

Facts below come from each firm's own website, checked on November 13, 2026. Firms are in alphabetical order. New Odyssey wrote this page and is the last row.

Firm	Based	What it offers	Who it is for	Worth knowing
Accordion	New York	Markets Accordion Intelligence in three parts: AI within the client's technology stack, AI for accounting and finance processes, and custom AI tools built on the client's data.	Private equity firms and their portfolio companies, particularly portfolio company CFOs.	Announced the acquisition of Stride, an AI software engineering firm, on October 13, 2026.
HatchWorks AI	The site lists offices in Atlanta, Chicago and Dallas, plus San Jose (Costa Rica), Medellin (Colombia) and Lima (Peru)	For sponsors it markets portfolio-wide AI assessment, AI due diligence and exit readiness, and leadership training; for portfolio companies it markets custom AI systems, embedded engineers, and workflow and agent automation.	Private equity firms, operating partners and portfolio companies.	Publishes a case study with Vanco, which it describes as a Great Hill Partners portfolio company.
Ideas2IT	Dallas, Texas	Markets a four-phase program for private equity: assess fit, prioritize by return, build the foundations, then roll out across the portfolio; it says it aims to show proof of value in 6 to 8 weeks.	Private equity firms and portfolio companies, including operating partners and technology leaders; the homepage also names enterprises, mid-market companies and startups.	States it has been named an OpenAI Select Partner.
RSM US	Its press releases are datelined Chicago	Lists AI consulting on its private equity value creation page, described as advisory, implementation and managed services.	Private equity and venture capital firms and their portfolio companies, with a stated middle market focus.	Says it has more than 4,500 private equity-backed portfolio company clients.
RTS Labs	Glen Allen, Virginia	Markets AI agents for deal diligence and for operations inside portfolio companies, starting with a two-week fixed-fee diagnostic and reusing a build across companies with the same problem.	Private equity deal teams and portfolio companies.	Names Renuity, which it describes as a Greenbriar Equity Group portfolio company, as a client.
West Monroe	Its press releases are datelined Chicago, and the private equity page lists office leads for Minneapolis, New York and London	Markets an offer called Applied AI for Portfolio Performance, which it describes as identifying and prioritizing AI use cases and delivering AI solutions in portfolio companies, alongside AI-supported due diligence.	Private equity firms and their portfolio companies.	Says its carve-out teams have completed more than 1,200 divestitures.
New Odyssey (the author of this page)	London, with US operations in Dallas, Texas	Builds AI agents inside a portfolio company's own systems for back-office work, proving one workflow at one company before repeating it at the next. Uses packaged Pegasus agents where they fit and custom agents where they do not.	Private equity firms and their mid-market and lower mid-market portfolio companies in the UK and US	Has not published a private equity engagement. Its public example is the Talking News Federation help desk, in production.

How to choose

Separate fund-level work from portfolio work. Automating due diligence or investor reporting is a different job from changing how a portfolio company closes its books.
Ask what carries over from the first portfolio company to the second. Reuse is where a portfolio roll-out pays back.
Start with one company and one process that has an owner and a measurable cost. A portfolio-wide program before anything is proven is the usual way these stall.
Ask whether the firm builds or brings in others to build.
Ask for a record a buyer's diligence team could follow: what the system does on its own and where a person approves.

Where New Odyssey fits

New Odyssey works inside the portfolio company. We build AI agents for back-office work such as the month-end close, onboarding and document-heavy admin, prove one workflow at one company against a baseline, and then repeat the build at the next. We do not do deal sourcing or due diligence, and we have not published a private equity engagement, so ask us for the help desk case study and a fixed first step.

Frequently Asked Questions

Who can help a lower mid-market private equity firm roll out AI across its portfolio?: The firms on this page all say they do some form of it. For a lower mid-market firm the practical test is whether the partner will start with one portfolio company and one process for a fixed fee.
Where should a portfolio start with AI?: With a back-office process that repeats across companies and has a clear cost, often in finance. Buy-and-build groups usually have the strongest case because each acquisition adds another set of systems.
Is this a ranking?: No. The firms are listed alphabetically, with New Odyssey last because we wrote the page. Every fact about another firm comes from that firm's own website.

Sources

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