Emily Cook
Private Equity & Adoption
Seven years across private equity and investment banking deal teams. Performance coach for industry leaders, having trained more than 1,000 professionals.
AI value creation for lower mid-market private equity
Create operating value with AI.
We help operating teams find recurring, high-value workflows across the portfolio, build the first solution inside a portfolio company and adapt what works across the relevant businesses.
The opportunity
The AI value-creation gap is accelerating.
The gap is widening between companies embedding AI into their workflows and operations and those that aren’t.
~2×
ROIC for PE-backed companies that systematically build AI capabilities across functions.
The opportunity comes from changing how the business performs, not simply adding more tools.
Source: BCG, 2026.
Our approach
Find the opportunity. Build into the workflow. Scale what works.
We combine commercial discovery, software delivery and adoption in one practical programme.
Find the opportunity
Work with leaders and frontline teams to identify the workflows with the clearest revenue, margin or service-delivery upside, then establish a practical starting measure.
Build into the workflow
Put working software inside the existing process, data and systems, with people retaining judgment where it matters.
Measure and scale
Track the measures that matter, improve the software with real users and adapt successful components across the portfolio.
How we work
From opportunity to portfolio scale.
Start wide enough to see the opportunities, focus on one company to prove it, then expand with clear progress checks along the way.
01
Portfolio Opportunity Assessment
We look across the relevant companies in your portfolio and rank where AI can create the most value, weighing the size of the opportunity, the workflows that repeat across the group, data readiness and delivery feasibility. You start with the clearest, highest-value case rather than a scatter of disconnected pilots.
Outcome: a prioritised first company and opportunity.
02
Solution for One Company
We embed with the management team and the people who will actually use it to design, build and launch the first solution inside one company. Building alongside operators keeps it grounded in the real workflow, so it gets adopted, not just delivered.
Outcome: working software and an agreed set of progress measures.
03
Scale Across the Portfolio
Once it works, we reuse the core and adapt the data, integrations and workflow for the next relevant business. Each rollout is faster than the last, turning one proven solution into a repeatable pattern across the portfolio.
Outcome: a repeatable deployment pattern across the portfolio.
Progress checkpoints
Measure as you go.
We help define practical starting measures with management, review them throughout delivery and use the results to guide the next stage.
Working software is the start.A measurable change in the business is the result.
Why RERATE
Senior operators and builders, accountable through delivery.
01
Value before technology.
We connect every build to a clear commercial opportunity and help define the measures that will show progress.
02
Senior team, end to end.
The people who scope the work stay accountable through build, adoption and measurement.
03
Built to be owned.
Integrated, documented and transferred to a named owner, with continued support available where useful.
Track record
Read case study
Read case study
Read case study
AI projects our team have delivered, across industries.
Industrials
Global automaker
An AI system that watches 100+ live sensor feeds during testing and flags faults that would ruin a costly run. Now used across carmakers.
100+
Live feeds monitored
Financial services
FTSE-100 credit bureau
AI that sorts bank transactions with 97% accuracy, so lenders can judge credit risk reliably at scale. Deployed to major banks.
97%
Classification accuracy
Information services
Leading academic publisher
AI that matches research papers to the right expert reviewers across 500+ journals, helping editors find one in three reviewers automatically.
500+
Journals covered
Illustrative example
How AI drives value creation.
AI can create operating value through EBITDA growth and cash generation. Sustained performance and a stronger operating model can add re-rating upside at exit.
£15m entry equity · five-year hold
Baseline
2.1x
With AI operating gains
2.5x
With exit re-rating
2.9x
EBITDA effect+£4.2m
£0.6m of incremental EBITDA valued at the 7.0x entry multiple.
Debt paydown+£2m
Additional free cash flow used to retire debt during the hold.
Exit re-rating+£6m
An illustrative 1.0x applied to £6m of exit EBITDA.
Illustrative £28m EV acquisition: £4m entry EBITDA at 7.0x, £13m debt and £15m equity. Baseline exit assumes £5.4m EBITDA at 7.0x and £6m debt, producing £31.8m of equity. The scenario with AI operating gains adds £0.6m of EBITDA at the entry multiple and £2m of debt paydown. The scenario with exit re-rating illustrates a further 1.0x on the exit multiple.
Our team
The team behind the work.
Private equity context, operating experience and applied AI delivery stay connected from assessment through implementation.
Peter Wooldridge
AI Product & Engineering
Former Director of AI at Monolith (from seed stage through to acquisition), where he scaled technical teams from 3 people to +20 people.
Adam Clark
Operations & Go-to-Market
Ten years scaling products and brands, including building a beverage category from zero to £25m.
Experience at
The core team remains accountable throughout. Additional engineering specialists are brought in when the project requires them.
Questions
What teams often ask us.
Do we need to know where to start?
We can help at either stage. If priorities are still emerging, we compare relevant portfolio companies and recurring workflows to identify the strongest place to begin. If a priority is already clear, we use the assessment to sharpen it and move faster.
How do you decide whether something is worth building?
We work with management to define the commercial opportunity, practical starting measures and delivery path. That gives everyone a shared view of what success looks like and how to track it.
Can the same software work across the portfolio?
Often, especially in sector-focused portfolios. We reuse common components and adapt the data, integrations and workflow for each company and its customers.
What happens after launch?
RERATE supports the initial operation and measurement, then documents the system and hands it to a named internal owner. Continued support can be agreed where needed.
How are engagements structured?
Assessments are fixed-scope engagements. Once the first opportunity is defined, we scope implementation around the workflow, integrations and measures agreed with management.