Guides
Guides for operating partners
How to roll AI out across portfolio companies, measure it and keep client data safe. Written for operating partners, with sources for every number.
- GuideHow to roll out AI across portfolio companiesA four-step playbook for operating partners: pilot AI at two portcos, package what worked, roll it out by tier and track adoption in one portfolio view.
- GuideHow to measure AI adoption across a portfolioThe five numbers operating partners should track at every portco (active users, workflows live, hours saved, output and policy coverage), plus a portfolio view template.
- GuideHow to keep client data safe when portfolio companies use AIControl which AI tools staff use, what data goes into them and who reviews the output. A practical checklist for operating partners, with questions to ask AI vendors.
- GuideAI implementation vs. AI training: what operating partners should buyTraining teaches people how AI works. Implementation sets AI up inside their actual work, then trains them on it. How to tell them apart, and what to ask a provider.
- Free templateAI policy template for portfolio companiesA one-page AI acceptable-use policy portfolio companies can adopt as-is: approved tools, what data can go into AI, human review, and who owns it. Free Word template.