PRIVATE EQUITY AND INVESTMENT TEAMS
AI consulting for private equity and investment teams.
SageCreek AI helps private equity firms, portfolio companies, and investment teams put AI where it moves value: faster deal research, sharper screening, and better operations across the portfolio. We audit where AI raises revenue or margin, then we build it, and you own everything we build.
AI for deal work
Pre-deal research is slow and expensive, and the hardest part comes early: knowing what questions to ask before you have earned access to the data room. We built a diligence research tool for a PE-backed manufacturer that runs dozens of browser agents through four phases and returns acquisition-grade target research in two days.
For a consumer products manufacturer, our screening engine cut category evaluation from months to hours, and surfaced $293M of whitespace the manual process had not priced.
AI for portfolio operations
For a real estate private equity firm, a comp analysis that took 80 analyst hours per park now comes back the same day, and a scoring tool and playbook cut brand integration from 20 weeks to 4. Those gains compound across every acquisition and every asset in the portfolio.
How investment teams start
Every engagement begins with a free 30-minute call with a founder. From there you choose how deep to go, from a fast first read to a full transformation blueprint for owners and boards planning a larger transformation, an exit, or a portfolio-wide push.
Our team includes operators and investors, including Travis Marc Wilson, who is General Counsel to SageCreek and Managing Director of MERIT Venture Partners.
THREE WAYS TO BEGIN
Start with a free call, then choose your depth.
TIER 1
AI Readiness Snapshot
A fast, low-cost first read.
Delivered within about a week of the call.
TIER 2
AI Opportunity Audit
Humans in the room. The prioritized roadmap.
Typically two to three weeks from kickoff.
TIER 3
AI Transformation Blueprint
We reimagine the business with you.
Typically three to four weeks from kickoff.
CLIENT WORK
What we have built.
Disclosure: Greg Butterfield, Managing Partner at SageCreek Partners, holds an investment interest in Axia Partners in addition to his role at SageCreek.
COMMON QUESTIONS
Before you book.
The clearest uses are deal research and screening, where AI can compress weeks of analyst work, and portfolio operations, where it can cut hours from recurring analysis and speed up integration of new acquisitions. The right starting point is a workflow audit that ranks opportunities by their effect on revenue and margin.
Yes. We work with owners, executives, and investment teams, including PE-backed operating companies. The AI Transformation Blueprint is built for owners and boards planning a larger transformation, an exit, or a portfolio-wide push.
Yes. You own the code, the data, and the IP, 100% and forever. We charge a flat monthly fee if you want us to keep it running, and you can walk away with everything at any time.
Builds typically ship in 6 to 12 weeks, with working software in your hands along the way. The audit that comes first takes from about a week to a few weeks depending on the tier.
SageCreek AI is based in Lehi, Utah, and works with investment teams and operating businesses across the United States.
START HERE
Talk to a founder about AI for your deals and portfolio.
30 minutes · No obligation · You own everything we build
Book my free 30-minute callYOUR CALL IS WITH CONNOR OR BOB, THE FOUNDERS.