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Private Equity Firms

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Portfolio Revenue Intelligence for Value Creation

Unlock Growth, Margin, and Retention Inside Your Portfolio—Fast

ClearInsightsAI** delivers immediate portfolio value through transaction intelligence:

✓ Value Acceleration – Identify high-impact revenue opportunities in days, not quarters
✓ Board-Ready Intelligence – Generate metrics for ops reviews, 100-day plans, and exit preparation
✓ Execution Precision – Actionable recommendations delivered to portfolio company management teams
✓ Frictionless Implementation – No integration, no tech disruption, no headcount requirements

 

Beyond Traditional Tactics: Turning AI Into Real Results

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Outdated Methods Fall Short

CRM, SEO, SEM, and pricing strategies are increasingly costly, complex, and ineffective in today’s fast-paced market.

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Consultant Fatigue Is Real

Many firms recycle generic insights—charging high fees without delivering meaningful innovation.

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AI Is the New Advantage

Intelligent tools are transforming business operations, unlocking speed, scale, and efficiency.

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Application Is Everything

Success doesn’t come from owning AI—it comes from applying it to real-world problems that matter.

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What Sets Us Apart

We’re Not Chasing Trends—We’re Challenging Them

Our contrarian mindset helps clients find growth where others aren’t looking.

Revenue Growth Starts With What You Already Have

The fastest, most profitable path to scale is through your existing customers—not chasing new ones.

Churn Is the Silent Killer

Reducing customer churn delivers more lasting impact than top-of-funnel expansion.

Discounts Are Costing You More Than You Think

We focus on minimizing discounting, not just optimizing pricing—because “discount drift” silently erodes your bottom line.

Profit Lives in Precision

If companies tracked discounting like an expense, they’d finally see what’s hurting margins most.

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10-15% incremental revenue from existing customers

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20- 40% reduction in unexpected churn

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200 - 500 basis points of gross margin enhancement

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15x minimum cash-on-cash ROI with actionable "to-do's" within 7 days of engagement

Uncover Growth Without Disruption

Our AI Agents analyze your existing sales data to reveal hidden revenue, profit opportunities, and customer risks—without new systems or operational disruption. Here's what we consistently deliver:

AI-Driven Growth for Mid-Market B2B

Clear Insights AI helps mid-market B2B companies grow revenue and profit—organically, efficiently, and without disruption.

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Built for B2B

Purpose-built AI agents designed specifically for mid-market B2B sales environments.

Unlock Growth From Within

Identify hidden opportunities in your existing customer base to boost revenue and gross profit.

Actionable, Not Abstract

We turn your transactional data into clear, prioritized “to-do” lists your team can act on immediately.

No New Systems Required

We are an intelligence layer that works with the data a company already has without the pain of implementation or integration.

Excellence in Execution

We help you do ordinary things extraordinarily well.

Purpose-Built AI Solutions for Private Equity

ClearInsightsAI delivers three powerful services tailored specifically for private equity firms:

AI Agents for Organic Growth

Unlock sales and gross profit growth within B2B portfolio companies—without new systems or disruption.

Quality of Customer (QoC) Analysis

A unique complement to traditional Quality of Earnings, providing deeper insights into customer behavior, retention, and risk.

On-Demand Data Analytics for Diligence

Rapid, AI-powered due diligence using proprietary agents to uncover actionable insights before the deal closes.

Analytics That Actually Move the Needle

  • Accessible & Actionable: No new systems required—just insights you can use right away.
  • Proven Revenue Impact: Clients see 10–15% revenue growth through better customer development.
  • Reduced Churn: Achieve a 20–30% drop in unexpected customer loss.
  • Margin Gains: Improve margins by 2–5% simply by unlocking value from existing sales data.
Get Your Free Demo
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