Built for the operators who actually run the company
Operating partners at lower-middle-market PE firms.
You manage 5–15 portfolio companies. Every one of them runs on different tools, different definitions, different reporting cadences. You spend the first week of every month aggregating numbers nobody fully agrees on.
Holdco principals.
You operate the holdco model: multiple companies under one operating leadership. The thesis depends on running them with shared discipline. Most of your time is spent translating between their systems instead of operating against them.
Portfolio CEOs.
You're running the company. The deal team wants visibility. The board wants reporting. You want to spend time on the value creation plan, not on building dashboards.
Your value creation plan runs on drivers. Your data decides how fast you move them.
Revenue, margin, working capital, integration, exit readiness. Every driver in the plan depends on measurement you trust and get quickly. You cannot move a driver you cannot see, and you cannot see what takes three days to assemble and nobody agrees on. The Aptum AI Levels are how we build that capability: from basic visibility at Level 0 to a system that tells you which driver is slipping before the financials confirm it at Level 2 and above.
Modern datalake, pipelines, and dashboards in place. No more three‑day manual aggregation.
The same numbers, the same way, every month, without analyst rebuilding.
AI surfaces patterns and recommendations on top of the spine.
AI in the loop for recurring decisions and handoffs.
Autonomous workflows where humans handle exceptions only.
How we work with the portfolio
Architecture Assessment
2–3 weeksA fixed-scope diagnostic. We map the operating reality, diagnose the current Level, identify the highest-leverage move for your operating thesis, and deliver the roadmap. Yours to execute either way.
Build Sprint
8–10 weeksThe system gets built. Data architecture, reporting spine, AI infrastructure. Modern data stack: BigQuery, dbt, Looker, conversational analytics, layered AI capabilities. Built to last past the engagement.
Strategic Retainer
OngoingQuarterly operating review. Monthly sprint. Priority access for Build Sprint expansion. Operating cadence runs on the system, not on chase emails.
Built by an operator, not a SaaS vendor
The work is built by an operator, not a SaaS vendor. Nick Graham spent twelve years in the U.S. Army, ten of them as a Green Beret, then led operations at two venture-backed cybersecurity startups before joining the Enterprise AI team at a publicly traded enterprise SaaS company. In 2026 he was selected to the inaugural cohort of Palantir's American Tech Fellowship for Veterans.
Nick writes Dead Reckoning, a weekly newsletter on strategy for navigating uncertain business terrain in the age of AI. If you want to see how he thinks before you book a call, that's the place.
Read the founder bio →