A process-improvement firm
that uses AI as its instrument.
Inspired by Lean Six Sigma, we deliver two outcomes for private capital and operating groups: optimization of the processes costing throughput, and real-time visibility into the business health of every company in the portfolio.
Diagnostic method
Flat-fee build
No retainer required
Systems that run without us
Most businesses already work.
The bones are there. People are pointed roughly the right direction. The failure mode of AI consulting is arriving with a solution looking for a problem and tearing out functioning systems to install something novel.
We do the opposite. Diagnose holistically. Preserve what works. Fix what drags. Instrument everything so leadership can finally see what's actually happening.
Diagnostic first. Then, and only then, build.
An approach inspired by Lean and Six Sigma, applied to a discipline that badly needs one. Before proposing change, we map how work actually moves through the business — where data is captured, where it isn't, where handoffs create drag. Then we remove the drag without breaking the parts that are working.
Automate the specific work that costs throughput.
Repetitive, rules-based, high-volume tasks that soak up hours from people who should be doing something else. We identify them precisely, then build the automations that remove them from the critical path.
You cannot manage what you cannot see.
Portfolio companies are frequently opaque. Monthly reports lag. Dashboards break. We build the data infrastructure — pipelines, warehouse, KPI feeds — that replaces the lagging monthly with a real-time view into every company you hold.
- · Real-time KPI dashboards
- · Portfolio-level roll-ups
- · Warehouse on Azure SQL
- · Alerting on business health
The reasonable question is how a firm this size serves a portfolio of operating companies. The answer is leverage, not headcount.
Ownership,
not dependency.
The system is yours when it ships. Maintenance and expansion are available if you want them — never required to keep the lights on.
A four-to-six-week engagement produces infrastructure the portfolio company owns outright and operates itself. Portfolio scale comes from the systems being self-sufficient — not from a consultant sitting on retainer at every holding.
Our process.
- · Automation of the dragging workflows, systems, and communication
- · Building the backend data infrastructure
- · Implementing dashboards and SOPs that give C-suite and operating personnel granular visibility
People who have been inside the process — not people who have only read about it.
AIdaea is owned and led by Robert Dopart, who serves as project manager and point of contact for every engagement. Robert has hands-on experience building agentic systems that actually run inside operating businesses. We bring in trusted specialist partners as each engagement requires, so every project has the right hands on it without carrying overhead you'd pay for.
We stay lean on purpose. The output is systems, not staff hours.
We're early — not unproven.
No fabricated logos. No borrowed case studies. What we do have is proven experience building these systems at the SMB level — the same discipline now scaled up to run across a portfolio. This page will fill with named engagements as they close. Until then, the argument stands on its own: a disciplined method, a narrow thesis, and systems you own outright.
Optimize the drag. Instrument the rest.
A thirty-minute conversation is enough to know whether the fit is real.