Every company in your portfolio was underwritten on pre-AI economics.

There is more EBITDA value sitting in your portfolio company that your deal model never assumed. We find it, and build the systems to capture it.

EBITDA Margin Expansion
Cash Conversion Cycle
Revenue per FTE
Add-on Integration Speed
Working Capital Efficiency
Customer Acquisition Cost
Net Revenue Retention
Days Sales Outstanding
SG&A as % of Revenue
EBITDA Margin Expansion
Cash Conversion Cycle
Revenue per FTE
Add-on Integration Speed
Working Capital Efficiency
Customer Acquisition Cost
Net Revenue Retention
Days Sales Outstanding
SG&A as % of Revenue
3x VALUE TO FEE
OR WE WON'T TAKE ON THE PROJECT.
BY REFERRAL
Every engagement begins with a GP introduction.
90 DAYS
From technical audit to first measurable return.
The Opportunity

Every company in your portfolio is leaving EBITDA growth on the table.

At Virage, we've consistently seen 20–30% productivity gains in knowledge-work functions when agentic systems are deployed against the right friction points — and none of that upside was in the original underwriting.

YOUR OPERATORS AREN'T THE PROBLEM

They're running the playbook they know. But the playbook was written before AI changed what's operationally possible. Upskilling and tooling them is faster and cheaper than you think.

YOUR TECH STACK IS A COST CENTER

Legacy systems aren't going away, and full migrations aren't realistic mid-hold. The opportunity is injecting intelligence into what's already there — reducing human dependency without platform risk.

YOUR COMPETITORS AREN'T WAITING

Your competitors are taking the steps you're not. The operational gap is widening at an accelerating pace. That's a risk you can't afford to defer.

Our Services

How we capture what your model missed.

01 Quick Wins

Human Capital Productivity

Your people are the fastest lever. We upskill your knowledge workers on AI tools that apply to their actual jobs, not generic training. Admin time drops, output per head goes up. Measurable within days.

~$10K / week · 3–4 weeks
02 Elevate Current Systems

Workflow Optimization

We start with the audit by mapping how work actually moves through your organization. Then we automate the steps that don't need a human. No platform migrations. Less manual input, same systems, more output.

~$30K / week · 2–3 months
03 Rebuild For The Future

AI-First Rebuild

We rebuild the operational architecture from the ground up. Not optimizing existing workflows - replacing them. Agentic systems run autonomously so your people focus on what actually requires human judgment.

3–12 months · Case-by-case scoping
Value At Stake

How much is your portfolio leaving on the table?

Adjust the inputs to your portfolio company's profile. Outputs use a 20–30% gross productivity gain range — consistent with published research on agentic AI in knowledge-work functions — converted to EBITDA at your chosen conversion rate.

Portfolio company inputs
Annual revenue $25M
Knowledge workers 40
Avg. fully-loaded cost / worker $90K
Current EBITDA margin 18%
Remaining hold period 3 years
Exit multiple (EV/EBITDA)
EBITDA conversion rate — what % of productivity gains flow to the bottom line vs. reinvested 50%
25% — Conservative (redeploy, no headcount reduction) 75% — Aggressive (includes rationalization)
Estimated impact — 20% to 30% gross productivity gain, at your conversion rate
Labor pool in scope
Annual knowledge-worker cost base
Net Year-1 EBITDA impact
After conversion rate applied
Exit value created
Annual run-rate impact × your multiple
Current EBITDA
Based on your revenue and margin
Cumulative cash captured
Annual impact × remaining hold years
Total value created
Cumulative cash + exit value uplift

Gross productivity gain of 20–30% is applied to your knowledge-worker cost base, consistent with McKinsey and BCG published research on agentic AI in knowledge-work functions. The conversion rate reflects what portion of that gain is captured as EBITDA versus reinvested in growth or absorbed operationally. These are illustrative ranges — actual results depend on operational topology, deployment scope, and timing within the hold.

How we Work

From discovery to deployment.

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Discover the EBITDA your models missed.