Key people hold the brief.
A team lead knows why the client chose a plan. Others see tasks, not reasons. Each new task brings the same questions.
For PE and portfolio companies
Give every portfolio company delivery that lives in a system, not key people.
Build capacity and keep the client record when people change. Portable Delivery Intelligence holds each company's goals, rules and past choices with the work. Delivery does not walk out the door when a key person leaves.
Trusted by 200+ founders · 42 verified reviews · trained on $17M+ in revenue
Why PE and portfolio companies cap at 4 to 8 client accounts per operator
Key people carry the context. Each company has its own brand, buyers and rules. When those live in 1 head, new accounts and staff changes both slow delivery.
Staff changes lose memory.
A new hire needs the client story. Rules and past choices need a shared home that stays when someone leaves.
Each company needs its own brief.
Each brand keeps its own voice, buyers and approvals. A shared method does not mean the same brief.
4 to 8client accounts today per operator
18 to 25with Portable Delivery Intelligence
18 to 25 is the capacity target each install is scoped to. It is not a promise about company value or an exit.
What Portable Delivery Intelligence carries for a portfolio company
Your tools stay. The company file holds the rules. Teams and AI tools read the same brief. A new operator does not start blank.
- Company goals and priorities
What the company wants now. Which work comes first. What stays out of scope. Leadership sets the plan.
- Brand and buyer rules
How the company sounds. Who it serves. What the team can claim with proof. Each company keeps its own file.
- Past choices and handoff notes
Past tests. What the client approved or said no to. Why the plan changed. New teammates read this before starting.
- Owners and approvals
Who runs each task. Who checks it. What needs leadership. Human review stays. The file holds context, not control.
A company handoff, from brief to review
Say a team lead leaves a portfolio services company. The next operator reads the goal, approved work and past choices. The file shows why the plan looks that way.
Leadership checks and approves the next task. The handoff does not depend on a private chat. The new operator saves fresh choices.
Built in our own agency. Trained on $17M in revenue.
Company-reported client-work records and an internal mapping. Daniel Pesis is 1 agency case, not a portfolio-wide result. These records do not promise an exit.
Near shutdown to a multi-6-figure exit
Daniel Pesis, CEO of a digital funnel agency. 3x client acquisition and 70% faster delivery in 8 months. He pivoted the model, installed AI agents for delivery and built a retainer model.
Company-reported.$7.5M+ helped generate
AGL helped generate $7.5M+ in client revenue over 2 years.
Client-work records · Company-reported25 to 1
1 operator plus the system carries work a 25-person team used to carry.
One internal mapping · Company-reported
$340K in tracked revenue
Another client's own GA4
Client GA4 · May 1 to Sep 19, 2026 · Company-reported
$107K in tracked revenue
An e-commerce client's own GA4
Client GA4 · 2026 · Company-reported
$73,890
Tracked in 60 days for one client
Company-reported
5.0, 42 verified reviews, Top 1% Expert-Vetted on Upwork
Verified client reviews on Upwork.
Upwork · Company-reportedHow an install works on one portfolio company
Put Portable Delivery Intelligence around a portfolio company you already run. Start with 1 company. Priced per account.
Land.
Land on 1 portfolio company. Gather the plan, approved work and handoff notes. Put them in the shared file. Use it on live work. Check what must stay when a key person leaves.
Expand.
Move each company onto the same method. Each keeps its own file. Follow the same path from brief to review. Save changes that leadership approves.
Scale.
Run it with your operator or ours. Priced per account. Your operator plans and checks the work. The file carries the brief. People keep judgment. The system keeps the record.
PE and portfolio company questions
What is Portable Delivery Intelligence?
It is the layer that holds each company's goals, rules, approved work and sign-offs with the work. People and AI tools read the same brief. The record stays when a key person leaves.
Does this replace our team?
No. People keep judgment and leadership sets the plan. The system carries the client context and runs tasks, approvals and proof of work. Every output gets human review before it reaches the client.
Do the companies keep their own tools?
Yes. It connects to the CRM, ad accounts and AI tools each company already uses. There is no stack migration.
How does this work across more than 1 company?
Each company keeps its own file. The same method runs at every company, so delivery holds the same bar across the group.
How do we start?
Start with 1 company and 1 service. Put the rules in the shared file. Use it on live work. Then expand company by company.
Also built for · Agency capacity · Fractional operators
Work with agency M&A or PE portfolios? See the partner program
Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.
Bring one portfolio company. Leave with the map.
We map where your team's time leaks. You keep the map either way.