Scale, Protect & Amplify Your Investments with Cavalry

Maximize deal flow using AI analysts. Screen potential placements for risk and upside based on operational use of automation & AI before committing capital. Ensure existing investments strengthen operations to maximize value and return.

AI will disrupt your Portfolio too.

In today's fast-paced investment landscape, capital is no longer enough to ensure success. The ability of a company to master AI and automation can mean the difference between colossal success or failure. For venture capitalists, private equity and financial institutions, deploying capital is only part of the equation. 

Handling overwhelming business plan submissions with finite analyst resources is critical to finding opportunities you can’t afford to miss.

And yet how do you know if that target investment is at risk of disruption or sitting on an AI efficiency goldmine?

After all how your capital is operationalized within a portfolio company directly impacts its trajectory.  If a company aggressively deploys best practices, automation and artificial intelligence everywhere, it will win big.  If it doesn’t, it will be disrupted in a flash. 

EPX Cavalry partners with your firm to ensure no deal is missed and every investment is strategically positioned to win, leveraging a network of experts, best practices, and cutting-edge operational AI to amplify financial performance across every company in your portfolio.

1.

Scale Deal Flow With an AI Analyst

The days of struggling to process investment opportunities is over as are the days of entrepreneurs waiting for your answer.

Trained on your thesis, preferences and key ratios, your AI Analyst will review every submission in seconds, classifying each investment opportunity into stages such as Archive, Review or Fast Track, allowing critical human resources to direct their time in the most impactful way possible.

Remove the barriers to “seeing” deal flow and secure the best deals fast.

2.

Value Given to Every Entreprenuer

Not restricted to screening deal flow for investment consideration, your AI agent can also provide immense value to each entrepreneur.

Every business plan submission now runs through your AI analyst representing the most sophisticated investment committee on the planet.

And instead of waiting for a response, each CEO is automatically given an expert investment analysis of their investment materials including - value prop, presentation, team, financials, barriers to entry, business model, etc.

Guidance to strengthen and time to improve.

The Decision to Commit Capital

So you’ve found a home run. Hold up.

Every dollar invested is at risk if your portfolio company isn't leveraging the latest in automation and AI. These technologies are evolving at light speed and already neutralizing inefficiencies and unlocking new levels of demand.

The problem is that your target investment candidates are at capacity with the systems, people and tools that got them there. They don’t have the capacity or expertise to stay at the edge of the edge with AI capabilities that could drive their success or cause them harm.

EPX Cavalry is your operational partner powering unique value-identification diligence on the front end of the investment consideration and the value-creation operational muscle to minimize investment risk and maximize capital performance.  

3.

Operational AI Due Diligence: Value or Risk

Before you commit capital, Cavalry can give you unique and valuable insights into risk or upside alike based on the target company’s current or potential deployment of operational AI.

Cavalry’s operational due diligence includes:

  • Systems Mapping – A detailed overview of a company's current technology, processes, and tools.

  • Strength, Opportunity & Gaps– We assess what’s working, where there are hidden opportunities, and where risks or inefficiencies exist for deploying AI.

  • AI & Automation Efficiency Modeling – How well is the company leveraging AI and automation in key areas? Where is there upside and why?

From demand gen systems to hiring practices to fulfillment, client management and back office operations, Cavalry works quickly with each company with transparency and the least amount of disruption.

Unique and valuable insights into risk and hidden upside.

Data-Driven Insights for Financial Performance and Risk

Cavalry's operational analysis offers investment executives a precise picture of:

  • Operational Risk – Areas where capital deployment may face unnecessary drag due to operational weaknesses including application of AI, capabilities and trends occurring outside the company’s operations.

  • Future Performance and Valuation Upside – What could happen if those gaps are closed with automation, AI, and best-in-class systems.  How could that affect financial performance over time?

We model the potential cost savings, revenue increases, and performance gains so you know exactly what your portfolio company can achieve on the efficient frontier of operations; a critical lever for anticipating risks and opportunities for returns before you approve and deploy capital. 

4.

Operational Horsepower for Hyper Efficiency

Once in your portfolio, Cavalry becomes a trusted operational partner your portfolio company needs to thrive. From strategy to implementation and execution, we’ll help that company accelerate bringing:

  • Best practices and domain expertise – Optimizing processes that drive both short-term gains and long-term value.

  • Automation Across Systems – Removing bottlenecks and freeing up human capital for higher-value tasks.

  • AI Everywhere – Massive efficiencies through automated data flows, AI application deployment, personnel training - department by department.

We are your go-to partner for pushing your portfolio company into the hyper-efficient frontier—maximizing returns, boosting value, and amplifying the overall financial performance of every investment.

Partnering for Success: From Capital to Peak Performance

We aren’t just advisors—we’re the operational muscle in maximizing the performance of your investments. We’re also the key to compressing the time to exit and therefore capital turns.

Our tools, skills, and deep expertise in international economics, AI, and automation enable us to deliver unmatched value for venture capital, private equity and financial institution firms.

Screen Your Investments.  Protect Your Capital.  Maximize Your Returns. 

More importantly,

CONTACT US

Ready to elevate your portfolio to the next level? Connect with us today to learn how Cavalry can become your operational partner for success.