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From the firm's own write-upReceipt no. 8417
What sucked

A major European private equity firm with a large portfolio of software companies was gathering its portfolio CEOs and CTOs to discuss AI adoption, and wanted to understand the AI maturity of the whole portfolio.

Rather than a simple ranking, the firm wanted specific, customized guidance for each portfolio company on the next steps that would maximize return on its AI investments. The work had to be done across dozens of companies with minimal disruption, in time for the leadership gathering.

Technology & SoftwareProduct & Engineering4–8 weeks
What they built

Mangoteque built an assessment pipeline for a European PE firm's software portfolio: surveys plus targeted interviews, NotebookLM analysis of transcripts against a scoring dictionary, Python written with Windsurf to structure the findings, and Formstack to generate a tailored report for each of 40+ portfolio companies.

What changed
New portfolio-wide program created

The firm launched a portfolio-wide SDLC and engineering-automation program built on the findings

Portfolio-wide ranking

Firm understood which portcos were best (and worst) positioned to implement AI

Portfolio leadership teams aligned

Portfolio CEOs came back keen to start implementing their company’s recommendations

Time to results
4–8 weeks
Company size
251-1,000 people
Project cost
$100K – $250K
More fixes like this
Who did it
Dave Mangot
Mangoteque

Pulled from work they published. Pluris hasn't reviewed it yet.