For Private Equity & Family Offices
AI, Data & Analytics value creation for the lower-middle and middle market
We bring the same rigor and regulatory discipline we apply in government, healthcare and financial services — and translate it into EBITDA, working capital, and a stronger exit multiple for sponsor-backed companies.
Why Now
Value creation has gone operational — and operations now run on data and AI
Returns no longer come from leverage and multiple arbitrage alone. Sponsors are underwriting operational improvement, and data and AI have become a standing line in the value-creation plan — and in the exit story LPs expect.
A board-level topic
Data & AI now sit in nearly every value-creation plan — not buried in the IT backlog.
Underwritten at entry
Sponsors are pricing operational and digital upside directly into the deal thesis.
Part of the exit story
Buyers pay a premium for a business that already runs on trustworthy data and applied AI.
The Need
The capability gap is widest where the opportunity is largest
The lower-middle and middle-market portfolio company is too big to ignore the data and AI opportunity — and too small to build the capability in-house.
They have the mandate
- Sponsor pressure to create value on a fixed hold-period clock.
- A thesis that already counts on operational and digital upside.
- An exit narrative that buyers will diligence against.
They lack the means
- Can't justify a full-time CDO, data engineering and ML team.
- Don't want to pull management focus off the core business.
- Lack the in-house expertise to even hire the right people.
What We Do
AI, Data & Analytics — built to land as EBITDA
Four connected capabilities, sequenced from foundation to applied impact.
Data Foundation
Make the data trustworthy, connected and accessible — the unglamorous prerequisite most portcos are missing.
Analytics & Decision Intelligence
KPIs, reporting and the board-grade visibility that turn numbers into decisions.
AI & Automation
Applied use cases tied to margin, growth and cost — not demos or science projects.
Advisory & Fractional Leadership
Fractional CDO / data leadership so the sponsor has a trusted, accountable hand.
From Capability to Value
How the work shows up in the P&L
Every capability maps to a specific lever in the value-creation plan — revenue, margin, cash, or the exit multiple.
Unified data & live reporting
Margin expansionFaster, fact-based decisions and far less manual reporting.
AI-assisted pricing & margin analytics
Revenue growthCapture price you're leaving on the table and protect margin.
Demand forecasting & inventory optimization
Working capitalRight stock, right place — fewer stockouts and write-offs.
Intelligent process automation
Margin expansionRemove manual, error-prone back-office work.
Churn, retention & cross-sell models
Revenue growthKeep more customers and grow share of wallet.
Governance, security & a clean data estate
Exit multipleA de-risked, scalable, diligence-ready business.
The throughline: every activity converts into more EBITDA on a cleaner balance sheet — and a stronger multiple at exit.
Why Aurora
We've sat in all three seats
Most options force a trade-off: consultants who don't operate, operators who don't know the technology, or technologists who don't think like investors. Aurora is all three in one team.
Technology
We've built and run real data and AI systems — so we deliver working capability, not slideware.
Operating
We've lived inside the P&L and know what survives contact with a management team and a budget.
Investing
We speak sponsor — value-creation thesis, hold period, and the exit narrative.
How We Engage
Partner → Assess → Deliver
A low-risk path from relationship to measurable value — the same model at every portfolio company.
Partner
Become a trusted resource at the firm and operating-partner level, across the portfolio.
Assess
Run a focused diagnostic on a portco to find and quantify the opportunity.
Deliver
Execute, embed and hand off measurable value the sponsor can underwrite.
How You Engage Us
Buy the capability, not the headcount
Project-based
Assess
A fixed-scope diagnostic and value-creation roadmap. The low-risk place to start.
Retained / Fractional
Embed
Ongoing fractional data leadership and an on-call team across the value-creation plan.
Delivery
Build
Scoped delivery of priority initiatives — built, embedded and handed off.
Sector Focus
Industries we work with
Sectors common to lower-middle and middle-market portfolios, where data and AI move the value-creation needle — and where our regulated-industry experience in healthcare, financial services and government is a direct advantage.
Business Services
Tech-enabled, outsourced and professional services where data and automation drive margin.
Manufacturing & Industrials
Discrete and process manufacturing, distribution and industrial services.
Financial Services
Specialty finance, insurance and fintech — risk, pricing and decisioning.
Healthcare & Healthcare Services
Providers, payers and services businesses — efficiency on a compliant data foundation.
The Ask
One assessment. One portfolio company.
Give us one portco and a few weeks. We'll return a prioritized, quantified value-creation roadmap — and you decide what to build from there.
Start the conversation