Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Portfolio AI diagnostics and opportunity ranking
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Portco reporting, KPI, and board-update workflows
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Vendor, tool, and AI workflow backlog consolidation
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Lead follow-up, intake, reporting, and admin workflows inside individual portcos
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
The fund needs to know which portco workflows are valuable, realistic, and safe enough to automate first.
Discuss this workflowWorkflow signal
A portco or operating partner needs a build-ready plan with ROI, controls, systems, scope, and an implementation path.
Discuss this workflowWorkflow signal
A recurring portco job needs managed AI worker support but does not justify another full-time hire yet.
Discuss this workflowWorkflow signal
Several portfolio workflows need ongoing coordination, vendor discipline, monitoring, documentation, and continuous improvement.
Discuss this workflowWorkflows Lasso Automates
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Portfolio AI diagnostics and opportunity ranking
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Portco reporting, KPI, and board-update workflows
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Vendor, tool, and AI workflow backlog consolidation
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Lead follow-up, intake, reporting, and admin workflows inside individual portcos
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Managed AI worker scopes for recurring research, reporting, or operations jobs
Why Teams Trust It
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Automation work ties back to EBITDA, working-capital, revenue, operating leverage, or management visibility
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Human approval before pricing, hiring, customer, vendor, legal, finance, or investment-sensitive decisions
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Clear separation between portfolio-level diagnostics and portco-specific data access
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Designed to consolidate useful automation work instead of adding scattered AI tools
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Start with one portco, one function, or one recurring operating workflow before scaling
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
CRMERPfinance systemsBI dashboardsdata roomsproject toolsemailspreadsheetssupport desksshared drives
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.