For private equity
Task runs scaled agentic interviews across a portfolio company's functions to find where AI changes the operating economics — and where it doesn't. Walk into the next LP call with an AI thesis that's defensible, not aspirational.
Your investment thesis, operating methodology, and sector specialty stay yours. Task compounds them across the portfolio — your systems, your methodology, accelerated — and survives quarterly LP scrutiny across the hold.
What Task is
Task runs scaled agentic interviews across a portfolio company's functions — documenting the what, the how, and the why of each business process — then maps where AI creates measurable operational efficiency and encodes the playbook across the hold. Not a third-party data scrape, and not a one-off GPT: a tailored, agent-first read of how the business actually runs.
The problem
Every value-creation plan now carries an AI mandate. Almost none have a way to turn it into realized EBITDA across the hold.
Performative pilots don't move the operating model, and they don't survive a board read. The firm's playbook lives in slides — not in a system that runs across every portco — and the sponsor-to-portco execution gap is where 100-day plans go to die.
Per Bain's 2026 Global Private Equity Report, AI has shifted from a diligence question to a value-creation mandate — but converting that mandate into portfolio-wide results is where most firms still stall.
What Task does
Surface where AI creates operational leverage across the portfolio company — scored against your authored rubric, grounded in observed work, and refreshed against quarterly LP scrutiny across the hold.
Map how the work actually happens through scaled agentic interviews across management and operators in every function — the bottlenecks, decisions, and informal knowledge the org chart papers over.
Your firm authors and reuses its playbook across the portfolio — sector-weighted (industrial ≠ tech), with cross-portco aggregation flowing back to inform your next thesis. Task is the authoring tool, not the supplier; your investment thesis, operating methodology, and sector specialty stay yours.
Answers to common questions
Those vendors make existing diligence faster. Task is the AI-strategy-of-target diligence layer — the new top-line pillar Bain elevated alongside Commercial, Operational, and Tech in the 2026 Global Private Equity Report.
Most firms have a folder of half-working GPTs. Task is a tailored, agent-first interviewing system — methodology-grounded, cross-functional, and consistent across every portfolio company — that encodes what it learns into a playbook you own and re-run, not a one-off prompt that degrades the moment its author moves on.
We've optimized the agents so your tokens go further — repeated context is cached, the heavier models are reserved for the work that actually needs them, and you can bring your own provider keys for full cost control and visibility. The result is portfolio-scale interviewing and analysis at a fraction of what a naive multi-agent setup would burn, and an even smaller fraction of what people executing those interviews would cost.
Yes — and the early evidence is striking. In a 2026 case study, 94% of Otter.ai's B2B users chose an immediate AI-led interview over a scheduled human call when given the binary choice; the research team reported the AI interviews produced output consistent with human conversations. The deciding variable isn't AI vs human — it's scheduling friction removed.
Process mining reads event logs and tells you what already happened in your systems. Agentic interviews capture how work is actually meant to happen — including the cross-functional handoffs, exceptions, and tacit judgment that never hit an event log. Process mining sees the digital trace; agentic interviewing captures the human substrate where most operating leverage hides.
Your investment thesis, operating methodology, and sector specialty stay yours. Each portco’s work stays isolated; the firm-level playbook compounds across the portfolio without leaking IP across deals.
Interview output is structured and feeds Task's deliverables, with provenance carried through to every downstream artifact — so risk, legal, and internal audit can trace any claim back to its source. The data stays with the customer.
Tell us about the target you're underwriting or the portfolio company you're working with. We'll run the diagnostic and walk your team through the output.