AI Revenue Diagnostic · PE-Backed Portcos

Work With Me

The board wants to know where the ROI is. Your portco bought the tools, ran the pilots, trained the team, and EBITDA hasn't moved. The AI Revenue Diagnostic finds what's blocking it and delivers a prioritized fix.

30 years on the vendor side of enterprise technology · Oracle · GE Digital · Microsoft · OneStream

Book a 20-Minute Fit Call

Who This Is For

This is for a very specific type of portco

I work with CEOs and CFOs at PE-backed portfolio companies who are:

Under board pressure to show AI ROI at the next IC or quarterly review
12+ months post-deployment with no measurable EBITDA lift to show for it
Unable to connect AI spend to a specific commercial outcome anyone can name
Being asked "who owns the revenue number", and having no clean answer

This is not for portcos exploring AI.
It's for operators that have already invested, and need to show results at the board level.

The Problem

The tools are deployed. EBITDA hasn't moved.

"AI spend was approved at the IC level. Ninety days later, technical deployment looks fine. But nobody can name the specific EBITDA outcome the investment is supposed to drive, and the board is starting to ask."

The Gap

AI deployment decisions made above the portco commercial team
Nobody inside bridges revenue judgment and the tools
Accountability between AI spend and revenue results has no owner

The Result

Tools running, EBITDA flat
Board asking for ROI the portco can't demonstrate
AI spend that looks like a sunk cost at the 12-month review

The investment was real. The board is watching. The results aren't there yet.

The Approach

This is not a framework. It's a working diagnostic.

We don't talk in theory. We don't walk through generic AI use cases or vendor demos.

We look at:

Your portco's current revenue motion, and where it's actually breaking
Where AI tools are deployed and where they're disconnected from commercial outcomes
The specific EBITDA lever the board expects AI to move, and what's blocking it

The goal: identify what's blocking AI-to-EBITDA translation, and give the portco team something specific to fix.

The Engagement

The AI Revenue Diagnostic

A fixed-scope diagnostic that identifies exactly what's blocking your AI investment from producing EBITDA, delivered in 10 days.

Pre-Session Analysis

You complete a short intake form. I review your revenue motion, AI deployment, and tools before we meet. No time wasted on basics during the session.

Async · Before the call

90-Minute Working Session

We walk through your commercial motion, team structure, and the specific gap between AI spend and results, live. This is a working session, not a presentation.

Live Video Call

AI Revenue Brief

A clear, written summary delivered within 3 business days: what's blocking EBITDA, prioritized actions, and one immediate fix the team can take now.

Delivered Within 3 Business Days

What You Get

What you leave with

Top 3 EBITDA Opportunities

Prioritized by revenue impact, not hype. Specific to your portco's motion, tools, and commercial stage.

Clear Tool Direction

What to use, what to stop. No vendor bias. No affiliate relationships. Just the right configuration for your stack.

One Immediate Quick Win

Something the team can implement before the next board review, shows results fast.

A Decision Point

Whether to go deeper with ongoing advisory support, or handle it internally. Either way, you leave with something to show the board.

Why This Works

Pattern recognition from 30 years on the vendor side of enterprise technology

I spent 30 years at Oracle, GE Digital, Microsoft, and OneStream, sitting across from CFOs and CROs at enterprise companies, helping them justify technology spend and deliver measurable ROI and EBITDA results.

The patterns that block AI-to-EBITDA translation are not new. I've seen:

What actually slows commercial results after a technology deployment
Where the accountability gap lives, and who needs to own it
Which AI capabilities create real revenue leverage in a portco sales motion, and which ones are noise

This is not vendor advice. It's operator-to-operator pattern recognition.

Pricing

Fixed. Focused. No ambiguity.

AI Revenue Diagnostic · Fixed Scope

^$10,000 USD

One-time engagement · No retainer required · No scope creep

Book a 20-Minute Fit Call

Make sure this is the right move before committing. No pitch, no pressure.

Book & Pay Directly

Get immediate access to scheduling and the intake form.

This only works if it's specific

If we can't identify at least 2–3 clear, actionable ways to connect your portco's AI spend to revenue results, this won't be worth your time.

That's the standard I hold the engagement to.

For Portcos That Want the Work Done

Fractional AI Revenue Partner

Some portcos take the Diagnostic findings and implement internally. Others need Beeneta to stay and build.

For those portcos, Beeneta embeds as a Fractional AI Revenue Partner, not advisory, operational. Accountable for connecting AI spend to the EBITDA line the board is watching.

Monthly working sessions with portco revenue leadership
Ongoing AI strategy, prioritisation, and implementation oversight
Direct access between sessions for real-time commercial decisions
Quarterly EBITDA impact reviews for board reporting
Limited to 3 active engagements at any time

$8,000–$10,000 / month · 6-month minimum · Starts with the AI Revenue Diagnostic.

Your portco's AI investment should be moving EBITDA. Let's find out what's blocking it.

The Diagnostic is the starting point. Fixed scope, fast engagement. Clarity within 10 days.

Book Your AI Revenue Diagnostic