Managed AI for PE firms & portfolio companies
We find, build, and run AI workflows for PE firms and portfolio companies. Managed service from $6,000/month, without hiring an AI team.
What we do
Build AI into the business. Keep it running.
We work directly with operators to find repetitive, expensive, or slow processes where AI can create measurable value.
Then we build and deploy the workflow inside the systems the company already uses, and take responsibility for hosting, monitoring, updates, and business-hours support.
The managed service starts at $6,000/month, with expected model usage included in the quote. The first workflow goes live within 30 days of signing, with a 90-day minimum commitment and opt-out. No paid discovery project or separate build fee is needed to start.
Workflows we can build and manage include:
- Internal workflow automation
- AI agents and assistants
- CRM and sales automation
- Document and data processing
- Voice and customer service systems
- Reporting and research automation
- Custom integrations between existing systems
- Connectors that bring company data into ChatGPT, Claude, or Copilot, respecting existing permissions
How we work
Find the highest-value opportunities
Start with a free 45-minute AI opportunity assessment, with a one-page written readout of the three highest-yield automation candidates and what we would run first.
Build around the existing business
We connect to the software, data, and workflows your team already uses instead of forcing a new platform.
Deploy, operate, and measure
The first workflow goes live within 30 days. We host, monitor, update, and support it, then report results against the baseline every month.
Expand what works
At quarterly reviews, we use the results to choose the next workflow. Any expansion and change to the monthly fee is agreed before work begins.
Repeat across the portfolio
For PE firms, successful systems and implementation patterns can often be adapted for other portfolio companies with similar operations.
Why West Palm AI
An AI team that builds and stays responsible
Most companies do not need another AI strategy deck. They need someone who can understand the business problem, build the system, connect it to existing infrastructure, and get it into production.
West Palm AI is a managed AI service provider for profitable companies of 30–500 people, including PE firms and their portfolio companies. We work alongside their existing IT providers and keep the AI running after launch.
Have a portfolio company that could operate more efficiently?
Start with a free AI opportunity assessment for one team or portfolio company. If there is a fit, we propose the first workflow, monthly fee, and success metric.
Justin Schreiner, Founder
hello@westpalmai.com