01
Fragmented data
Each portfolio company speaks a different language of ERP, Excel, and reporting.
Private Equity sector
Executable AI for Private Equity: EBITDA Maximization and Exit Value Acceleration.
We unify data, accelerate due diligence, and improve operating efficiency. Cognitive architectures that turn fragmented information into strategic assets.
- EBITDA
- Due Diligence
- Portfolio
- ISO 27001
Value proposition
What Kodex does for your fund and portfolio
We accelerate due diligence, unify portfolio-company data, and prepare exit theses with auditable evidence — not decorative dashboards.
Book valuation consulting
Typical friction in Private Equity
02
Slow DD
Weeks of manual review delay the deal and hide technical debt.
03
Hard-to-defend exit
Without technology traceability, the multiple is debated instead of demonstrated.
Measurable impact
Language for IC and operating partners
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KPI 01
DD
Accelerated
risk and digital maturity
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KPI 02
Portfolio view
unified KPIs
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KPI 03
Exit
Ready
evidence for buyers
Valuation backed by evidence
Direct
RAG + MCP integration
Centralize portfolio-company knowledge and connect ERP/CRM in real time for consolidated visibility.
Indirect
Adoption for analysts and investors
Decision-oriented interfaces: less friction in committees and exit processes.
Outcome
Defendable exit multiple
Speed, audited traceability, and margins that reinforce the technology thesis for buyers.
Applied to your business
Use cases for funds
Concrete cases for your sector's day-to-day — not generic demos.
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Priority · 01 Use case
Accelerated technology due diligence
Risks, technical debt, and digital maturity of potential acquisitions.
Private Equity
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02 Portfolio data unification
Financial and operational KPIs across portfolio companies in one cognitive infrastructure.
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03 AI-driven pricing optimization
Predictive models for margins in portfolio companies.
- 04
Exit readiness
Technical audit and digital hardening ahead of buyers.
Visual context
The Private Equity world we operate in
01 · Due diligence
Investment room
02 · Unified data
Portfolio operations
03 · Exit ready
Value thesis
How do we drive your portfolio today?
DFY as a strategic valuation partner. DIY with diagnostic templates and guides in KodexLAB.
FAQs for partners and operating partners
How does AI impact the exit multiple?
It improves scalability, reduces manual dependency, and strengthens the technology thesis.
Is RAG system information auditable?
Yes. Every answer is anchored to verifiable portfolio sources.
What security do you apply to sensitive financial data?
ISO 27001 plus identity, access, and secure key management.
Does it integrate with portfolio-company legacy systems?
Yes. An integration layer without interrupting operations.
More sectors
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Legaltech
Legal
eDiscovery, integridad documental y cumplimiento ISO 27001 para firmas y departamentos legales.
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B2B
B2B / Industrial
Supply chain, mantenimiento predictivo e integración ERP/IoT con seguridad de grado industrial.
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Aeronáutica
Aeronáutica
Continuidad operativa, trazabilidad documental AMM/SB/AD y cumplimiento sin fricción.
Open →
Want this sector live with Kodex?
We move from diagnosis to DFY delivery with the same engineering and audit criteria.