Finance combines three service systems in a monthly spreadsheet.
The assessment names that handoff as an input.
Carnot records the interview. Kelvin shows three adoption cases.
Why
One company record
from interview to approval.
The interview, the memo, the plan, and the approved change stay on the same company.
One company. A connected record.Illustrative workflow
01Consult
Management evidenceWhere does the work break down?
02Assess
Investment assumptionsWhat has to be true for the case?
03Plan
Ranked interventionsWhich changes are worth making?
04Execute
Governed migrationWhat is approved to change?
Measured outcomesCompare with the original case
For private equity firms and portfolio company leaders · Source → Underwrite → Improve → Measure
The problem
The deal has an AI thesis.
The operating team has disconnected work.
Management context stays in interviews. Assumptions stay in the model. Delivery starts in another tool. By the next review, it is hard to trace an operating result back to the decision that funded it.
With MigrateForce
Keep the case connected to the work.
The deck names shared reporting. Nobody owns the hours.
The plan names the group finance lead.
The measure is hours spent preparing the monthly report.
A migration starts because the deck said so.
The change bundle is waiting for approval.
Willis shows the proposed service integration. Execution has not started.
Agents and people
Shared context. Clear responsibility.
Agents prepare the evidence and the work. Your team makes the investment decisions and authorizes changes.
Your teamReview the evidence. Challenge the case. Approve the scope.Investment team · Operating partner · Company management
MigrateForce
Company context that carries through the four agents.
Evidence with context
Management inputs, operating constraints, and the assumptions behind the plan.
Connected decisions
Assessment, intervention, execution, and outcome records for the same company.
Explicit authority
Access is checked for the acting user. Company memory cannot approve execution.
Company inputs
Management interviews · Operating metrics · Authorized connections · Existing workflows
The four-agent pipeline
Each stage answers the next hard question.
Consult → Assess → Plan → Execute. A defined role and a reviewable output at every step.
Carnot / Consulting Agent
Understand the business before you change it.
Turns management conversations into a clear record of workflows, friction, and owners.
What you get
Meet CarnotA structured discovery synthesis for the readiness assessment.
Illustrative workflow
The monthly report starts with a manual handoff.
- Context
- Three service businesses use three different systems.
- Finding
- Finance combines service records in a spreadsheet each month.
- Evidence to review
- Finance interview and service reporting walkthrough.
Management reviews the operating picture. Your team decides what needs further diligence.
From assumptions to outcomes
The investment case should survive the handoff.
Keep a record of what you believed, what you changed, and what you observed. Review the difference before carrying an assumption into the next decision.
Explore the four agentsWorkflow reviewIllustrative example
Monthly reporting
- Original assumption
- Less time consolidating service records
- Planned intervention
- Connect the reporting workflow
- Measure after delivery
- Hours saved · Adoption · Cycle time
Results to record Projections remain estimates
01 / Preserve
The original assumptions
Keep the starting case available for review.
02 / Compare
Projected and recorded results
Review variance by metric and reporting period.
03 / Reuse
A reviewable playbook
Bring a documented method to the next company. Recheck its fit and access.
Built for both sides of the plan
An investment case. An operating mandate.
PE operating partner
Know what the value
creation case depends on.
Review readiness and three financial scenarios. Prioritize the interventions and keep the assumptions open to challenge.
Investment reviewThree cases. Visible assumptions.
Screen a target ConservativeBaseAggressive
Scenario structure · Estimates, not realized returnsPortfolio company leadership
Turn the mandate
into a scope you can own.
Bring the operating constraints into the plan. Review proposed changes and track the results against the metrics that matter.
Delivery review · IllustrativeConnect the reporting workflow
Meet the four agents Scope definedApproval required
Measure hours saved, adoption, and cycle timeSee the evidence for yourself
Inspect the method before you commit.
MigrateForce is in beta. Start with the product, the assumptions, and a scope you can evaluate.
The agents
Who does the work
Explore the four agents, their roles, and the decisions your team reviews.
Meet the four agentsThe playbook
What reusable work contains
Inspect the inputs, capability references, and review steps in a sample.
Inspect the sample playbookThe controls
Who can see and do what
Review access controls, execution boundaries, and current security practices.
Review securityQuestions and answers
Before the first company.
The scope, the decisions, and what to expect.
Who is MigrateForce for?
Private equity investment teams, operating partners, and portfolio company executives who need to assess AI opportunities and turn them into accountable operating work. Start with one company or a focused rollup thesis.
Do we have to replace our existing systems?
Start with the systems and workflows the company has today. The assessment helps identify what to connect, change, or migrate. Execution depends on the supported migration path and the access your team authorizes.
How is this different from using a general AI assistant?
MigrateForce organizes the work around a company, an assessment, a value creation plan, and execution records. The four agents have distinct roles. Financial scenarios use defined calculations, and recorded outcomes can be compared with the original projections.
What decisions stay with our team?
Your team reviews management evidence and financial assumptions, chooses the interventions, and authorizes supported execution. Agent recommendations and saved company notes do not grant approval to change systems.
Are the scenarios proven returns?
No. Scenarios are estimates based on the available inputs and assumptions. Recorded outcomes are shown separately. MigrateForce is in beta; illustrative examples are not customer results.
Does one company’s context become another company’s memory?
Company memory is scoped to the company or target within the firm. Retrieval uses that scope. Authorized reviewers can review or retract notes, and saving a note does not give an agent new access.
How do we start?
Create a free account. We review new accounts by hand. You can also use the public target screen before you sign up.
Start with one company
Bring the thesis. Put it to work.
Create a free account. We review new accounts by hand.
Free during beta