ai-readiness

name	ai-readiness
description	Use this skill when the task requires ai readiness capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.private_equity.ai_readiness_3
status	ADOPTED
security	{"level":"high","pii":true,"approval_required":true}
anchors	["finance"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}]
output_schema	[{"name":"result","type":"string","description":"Primary output from ai readiness"}]

Portfolio AI Readiness

description: "Analyze — Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio com"

Workflow

Step 1: Connect to Portfolio Data

First, ask the user where the portfolio materials live. Don't assume — offer the options:

• MCP servers — data room, SharePoint, Google Drive, or a portfolio-ops database if one is connected
• Local files — a folder path on disk with quarterly decks, financials, board packs
• File uploads — drag PDFs, PowerPoint, or Excel directly into the conversation

Once connected, pull quarterly updates, board decks, and financials for the portfolio (or a subset). For each company, extract: sector, revenue, headcount by function, tech stack mentioned, and any AI/automation initiatives already in flight.

If the user provides a single company, still run the scan but skip the cross-portfolio ranking.

Ask up front if not obvious from materials:

• Hold period remaining per company (AI payback matters less 12 months from exit)
• Whether any portco has already deployed something that worked

Step 2: Per-Company Scan

For each company, answer three gate questions. All three yes → Go. Any no → Wait with a note on what unblocks it.

1. Is the data there? Can they produce a clean input for the use case — customer list, invoice feed, contract repository — without a 6-month data project first?
2. Is there an owner? Someone on the management team who will drive this, not a sponsor who will "support" it.
3. Can we pilot in 30 days? One team, one workflow, off-the-shelf tooling. If the answer starts with "first we'd need to...", it's not a quick win.

Then identify the top 2-3 leverage points. Look for these patterns in the cost structure and operations:

Back Office (usually fastest to pilot)

• Invoice processing, AP/AR matching, expense categorization
• Contract abstraction — vendor agreements, leases, customer MSAs
• Month-end close: reconciliations, flux commentary, lender reporting first drafts

Revenue / Front Office

• RFP and proposal first drafts — big lever if revenue is project-based
• Sales call summaries and CRM hygiene
• Customer support ticket triage and first-response drafting
• Quoting for configured / complex products