Telemetry-backed diligence
Utilisation, downtime and energy per unit measured on the asset within weeks, not inferred from accounts.
AI exposure and readiness
Which processes intelligence will compress, where the moat is at risk, and what it costs to act.
Data room intelligence
GRAIL reads the data room, reconciles it and flags the inconsistencies worth a question.
Physical asset survey
Sites, fleets and stockpiles surveyed by air and on the ground before signing.
Industries/Capital and risk
Gallahand forPrivate Equity
Diligence the operation, not the deck. Then instrument the value creation plan so the board sees the same live numbers the operators run on, from first close to exit.
Measured in: EBITDA bridge · time to evidence
SIEGE · Portfolio7 companies · live
Bridge on plan2 flags
CO 03 · utilisation +6.2 pts
The constraint
Underwrite on telemetry. Exit on evidence.
Asymmetry
Management numbers are monthly, lagging and curated. The asset knows more than the data room.
Drift
Value creation plans decay into reporting rituals. Few are measured at the asset.
Discount
Buyers discount what they cannot verify. AI claims without instrumentation are discounted hardest.
Use cases
What we build for private equity.
Each use case runs on the same stack, so the second one costs a fraction of the first.
PRIVATE EQUITY / 02
Instrumented value creation
The plan wired to the meter, not the spreadsheet.
KPI tree wired to source
Every line of the EBITDA bridge connected to the system that produces it.
Shared intelligence stack
One stack deployed once across the portfolio. Each company inherits the code and the playbooks.
Energy and procurement levers
Energy cost per unit of work scheduled down, with savings proven by meter.
Operator leverage
Agents carry reporting, scheduling and reconciliation, so operators spend their hours on the work.
PRIVATE EQUITY / 03
Portfolio command and exit
One seat, every company, and the evidence a buyer will pay for.
Portfolio command view
SIEGE rolls each company's telemetry into one view for the partnership and the board.
Early warning
Covenant headroom, cash cycle and operational drift flagged before the monthly pack.
Exit evidence pack
A verified history of unit economics and operating improvement, ready for diligence.
Add-on screening
Targets screened against the operating data of the platform company they would join.
Integration
We work alongside management teams and existing advisers. Fund relationships and portfolio data are held in confidence and never referenced publicly.
Platforms in play
One stack underneath.
GRAILLayer 01 · Intelligence
The intelligence core. Model routing, agents, evaluation and the policy envelope, on your compute or ours.
AETOSLayer 03 · Atoms · AerialAerial intelligence. Dock-based survey, inspection and overwatch, interpreted the same hour.
CORBENICLayer 02 · BitsThe operating picture. Telemetry, state and memory joined into one live model of every asset.
CALIBURNLayer 04 · ElectronsCharge, dispatch and energy on one schedule, against tariff, duty cycle and the next shift.
SIEGECapital layer · By invitationThe portfolio, seen from one seat. Asset telemetry rolled up into evidence a board can act on.
How an engagement runs
One number, moved and proven.
01 · SURVEY
Find the constraint
Two to four weeks on the asset. The number that costs most, the data that already exists, and what has to work first.
02 · INSTRUMENT
Connect what runs
Existing systems connected and gaps closed with vendor-neutral hardware. A baseline both sides sign.
03 · PROVE
Move one number
A bounded deployment against the baseline, reported in physical units, with a human gate on anything irreversible.
04 · OPERATE
Run it, or hand it over
We operate the system with your team, or transfer it with the code, the models and the playbook.
We do not publish client names or case studies. References are shared in a briefing, under agreement.
From the thinkingThe Next PetrodollarCapital is moving toward electricity the way it once moved toward oil.Read ↗Briefings
Send the constraint, not a brief.
Most of our work arrives by introduction. If you run or back capital in this space, tell us the number that is costing you most.
- 01The fund strategy and the sectors you hold.
- 02Where a value creation plan is drifting today.
- 03The data each company can expose, and on what terms.
- 04Your hold period and exit horizon.