Move to Portcos Autonomy

RakerOne helps private equity firms drive SG&A efficiency, productivity gains, and execution speed across portfolio companies, without long transformation cycles.

people walking on grey concrete floor during daytime
people walking on grey concrete floor during daytime

The Operating Results

The Operating Results

5%

AI automation influenced over half of exit value

1%

80% of portcos have not operationalized AI

-10%

Average back-office cost savings

AI-native value-creation for portfolio companies

AI-native value-creation for portfolio companies

AI-native value-creation for portfolio companies

Finance

Sales

Document

Office

Reporting

Portfolio

Accelerate positive cashflow and reduce finance-driven SG&A drag

Automate invoice intake, validation, and approvals

Reduce billing delays and manual reconciliations

Improve cash conversion and finance throughput

Finance

Sales

Document

Office

Reporting

Portfolio

Accelerate positive cashflow and reduce finance-driven SG&A drag

Automate invoice intake, validation, and approvals

Reduce billing delays and manual reconciliations

Improve cash conversion and finance throughput

Finance

Sales

Document

Office

Reporting

Portfolio

Accelerate positive cashflow and reduce finance-driven SG&A drag

Automate invoice intake, validation, and approvals

Reduce billing delays and manual reconciliations

Improve cash conversion and finance throughput

Featured Capabilities

Featured Capabilities

Operate

Run core portfolio company workflows automatically across departments.

Operate

Run core portfolio company workflows automatically across departments.

Operate

Run core portfolio company workflows automatically across departments.

Transform

Turn documents and forms into structured, system-ready operational data.

Transform

Turn documents and forms into structured, system-ready operational data.

Transform

Turn documents and forms into structured, system-ready operational data.

Assist

Ask questions and trigger operational actions across portfolio companies.

Assist

Ask questions and trigger operational actions across portfolio companies.

Assist

Ask questions and trigger operational actions across portfolio companies.

Integrate

Connect existing ERP, CRM, finance, and document systems seamlessly.

Integrate

Connect existing ERP, CRM, finance, and document systems seamlessly.

Integrate

Connect existing ERP, CRM, finance, and document systems seamlessly.

Sign

Execute approvals and client documents with legally binding e-signatures.

Sign

Execute approvals and client documents with legally binding e-signatures.

Sign

Execute approvals and client documents with legally binding e-signatures.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Assign

Select the right AI for each task, from data extraction to document reasoning models.

Protect

Control access, approvals, and audit trails across portfolio operations.

Protect

Control access, approvals, and audit trails across portfolio operations.

Protect

Control access, approvals, and audit trails across portfolio operations.

Optimize

Increase automation safely to improve productivity and SG&A leverage.

Optimize

Increase automation safely to improve productivity and SG&A leverage.

Optimize

Increase automation safely to improve productivity and SG&A leverage.

What to expect when moving portcos from manual work to automation

What to expect when moving portcos from manual work to automation

What to expect when moving portcos from manual work to automation

↘ Manual work

Manual work increases with revenue and complexity

Finance, sales, and operations operate in silos

Quotes, invoices, and documents handled manually

Reporting assembled manually

SG&A grows faster than EBITDA

Improvements driven by local initiatives

Execution quality varies by management team

white clouds and blue sky during daytime

↗ Autonomous work

Growth without additional headcount

End-to-end workflows, and execution

Automated generation, validation, and execution

On-demand visibility across portfolio operations

SG&A leverage improves as volume scales

Repeatable value-creation levers across portcos

Consistent operating discipline

Further questions?

How do you create value without relying on clean, centralized data?

How quickly will this reduce manual work for our teams?

How do we avoid expensive pilots with unclear ROI?

How quickly will this reduce manual work for our teams?

Do portfolio companies need AI talent to make this work?

How quickly will this reduce manual work for our teams?

How do you prevent black-box AI and decision risk?

How quickly will this reduce manual work for our teams?

Can this scale across portfolio companies without breaking workflows?

How quickly will this reduce manual work for our teams?

AI Maturity Index for Portfolio Value Creation

AI Maturity Index for Portfolio Value Creation

Benchmark, prioritize, and accelerate AI-driven EBITDA growth across portfolio companies.

Quantify AI readiness impact on EBITDA potental across 24 operational criteria

Prioritize highest impact workflows for rapid ROI

Track AI maturity progress with measurable performance metrics

Scientist in a lab coat using a pipette in a dimly lit laboratory with advanced equipment in the background.

Case studies

Case studies

Case studies

Why private equity leaders choose RakerOne

Why private equity leaders choose RakerOne

Why private equity leaders choose RakerOne

Deployable Operating Lever

RakerOne gives private equity firms a repeatable operating capability they can deploy across portfolio companies without redesigning processes or relying on local experimentation.


Operating teams can identify high-friction workflows and deploy automation in weeks, turning operational improvement into a standard playbook instead of bespoke initiatives.


Over time, this creates compounding value as the same execution patterns are reused, refined, and scaled across multiple deals and operating contexts.

Immediate SG&A Leverage

RakerOne targets the manual coordination, paperwork, approvals, and rework that quietly drive SG&A expansion as portfolio companies grow.


By automating finance, sales operations, HR, and back-office workflows, growth is absorbed by systems rather than additional headcount.


This delivers structural efficiency improvements that expand margins while preserving execution quality, employee focus, and operational stability heading into exit.

Works Across Portfolio

RakerOne operates above existing systems, allowing deployment across portfolio companies with different ERPs, CRMs, maturity levels, and industry constraints.


Common workflow patterns apply across insurance, real estate, manufacturing, and services without forcing technology standardization or disrupting revenue-critical systems.


This enables private equity firms to establish a shared operating model while allowing portfolio companies to retain autonomy in how they execute.

Ready for Operational Autonomy?

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.

Ready for Operational Autonomy?

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.

Ready for Operational Autonomy?

Let’s discuss your operational bottlenecks and how AI can solve them in 30 days.

AI Maturity Index for Portfolio Value Creation

Benchmark, prioritize, and accelerate AI-driven EBITDA growth across portfolio companies.

Quantify AI readiness impact on EBITDA potental across 24 operational criteria

Quantify AI readiness impact on EBITDA potental across 24 operational criteria

Prioritize highest impact workflows for rapid ROI

Prioritize highest impact workflows for rapid ROI

Track AI maturity progress with measurable performance metrics

Track AI maturity progress with measurable performance metrics

Scientist in a lab coat using a pipette in a dimly lit laboratory with advanced equipment in the background.
Scientist in a lab coat using a pipette in a dimly lit laboratory with advanced equipment in the background.