For private equity operating partners
One playbook across your portfolio,
running in every company.
For operating partners and roll-ups: AI departments deployed into each portfolio company from one playbook, each in its own workspace, with cost tracked per company and results reviewed against a baseline.
Prefer to set it up yourself? Start free →
Sound familiar?
Where portfolio AI plans stall
The targets are set, the team isn’t there
The plan calls for automation and margin gains in every company, and none of them has people to deliver it.
Every company solves the same problem alone
Each portfolio company is working out the same back-office automation on its own, with its own vendors.
The consultants left a deck
You paid for a strategy. What you needed was the work running in the companies.
Workflows
How it runs across a portfolio
A pilot in a few companies becomes the playbook for the rest.
Where portfolio companies start
The back office first
Operations, Customer and Finance & admin carry the repeatable work most portfolio companies share. Each company’s assessment decides which it starts with.
Operations
Orders entered from email, records kept in step between systems, status updates and supplier follow-ups.
Email, Google Workspace, your databases, web portals, Teams, Slack
See the Operations department →Customer
Support call analysis, onboarding reviews, ticket triage and renewal prep.
Freshdesk, Fireflies, email, Teams, Slack
See the Customer department →Finance & admin
New-subscription handling, invoice follow-up, reconciliation prep and reporting.
Stripe, QuickBooks Online, email, spreadsheets
See the Finance & admin department →Who it is for
Built for the people who own the number
One playbook across your portfolio, with results reviewed per company.
Another pilot that never scales?
The pilot runs in 2 to 3 companies on the same playbook, so what works is ready for the rest of the portfolio.
The work gets done. Your team stays in charge.
A mandate from the fund that disrupts the business?
It works in the company’s own tools and accounts, on its own AI keys. The team approves what matters, and our operators run it every day.
Systems
Inside the stack you already have
Agents work in your accounts, on your own AI keys. Nothing is migrated.
How it starts
From one call to a running department
Assess
We map the repeatable work in each portfolio company and the workflows they share, the hours it takes and the systems it touches, and pick where to start.
Launch
The first workflows go live in your tools, with approval steps set and a baseline recorded.
Operate
Our operators run it every day and review the results with you each month, or we hand you the keys.
Questions
What operating partners ask us
Is each company’s data kept separate?
Yes. Each company has its own workspace, with its own connections and AI keys, and every agent run is logged.
Does every company have to run the same departments?
No. The playbook is the starting point; each company’s assessment decides which workflows it runs.
Do you have a SOC 2 report?
Not yet. The controls on our Security page are in place today and a SOC 2 audit is planned. We will not describe Harnyss as SOC 2 compliant until an auditor has issued a report.
We can run it for you, or build it and hand you the keys. Compare the two paths →