AI Transformation
for Professional Services
Professional services aren't seeing ROI from AI.
Startups are developing AI-native alternatives.
Why The Transformation Hasn't Happened
Professional services lack experienced AI leadership. Their CTOs use existing engineers and service providers to implement AI pilots that fail to drive ROI and fall short of the transformation the CEO is mandating. When they look to hire, their networks are absent of senior AI talent. Without a clear path forward, existing staff are rushed into AI leadership roles based on demos and forecasts that impress the non-technical CEO, but only perpetuate the problem.
PE-Backed, Mid-Markets Experience the Most Pain
Our ICP is tech-enabled, white glove service providers. They are laggards on software and AI has exacerbated the gap. PE firms have experienced years of surpressed exits, stuck with over 10k portcos held over 5 years. AI maturity is becomming a multiple differentiator and exit vehicle. PEs need an AI transformation partner who understands their portco's technology stack, leads AI engineering, governance, and change management that delivers consistent ROI.
Rosenblatt leads AI transformation for PE-backed, mid-market, professional services.
Our team combines AI solution leaders recruited from PwC and Deloitte with leaders from past AI startups.
We don't sell strategy decks or tokens. We ship AI systems that compound EBITDA margins quarter over quarter.
Over $1M recaptured LTV from our AI solution.
Delivered by a 95% reduction in onboarding churn.
As of May 2026, AI labs are targeting our ICP.
The category is real. The window is now.
Anthropic
Announced a $1.5B PE joint venture targeting mid-market portcos and acquired Fractional AI, an 80 person senior AI engineering team.
OpenAI
Announced a $10B mid-market consulting joint venture with TPG, Bain, Advent, and Brookfield, then recruited a $335K "Private Equity GTM Lead".
Labs sell tokens and vendor lock-in.
Rosenblatt sells outcomes.
Startup leaders paired with Big 4 consultants
Solo-Founder
High School Hacker -> AI Expert -> Director of AI
Former cofounder of ECGO (2022 - 2024)
Leads vision, strategy, and sales
Four AI Team Leaders
Two Lead Advisors
Advisor → PE Partner → Portco Customers
6 new active relationships in 3 months, all sourced through advisor networks, not the founder's personal network. Direct evidence the GTM motion replicates through hired relationship-holders.
| Entity | Value/AUM | Title | Stage | ACV | Next milestone |
|---|---|---|---|---|---|
| Silver Lake (PE) | $117B | Operating Executive | Portco Contract | >$1.25M (sold) | $5M est. | Q3 |
| RingCentral (Public) | $4B | SVP | VP intro made | $1M est. | This Week |
| Pictet Group (PE) | $0.5B | Partner | Portco CTO intro scheduled | $1M est. | This Week |
| TCV (PE) | $24B | Partner | Portco VP meeting | $2M est. | Q3 |
| Carlyle (PE) | $435B | VP | Quarterly cadence; too early | $5M est. | Q3 |
| CVC (PE) | $157B | Partner | Portfolio review in-progress | $5M est. | This Week |
| FFL Partners (PE) | $6B | VP | Active correspondence | $1M est. | Portco Fit ID |
| Sunstone Partners (PE) | $1.7B | Associate | Active correspondence | $1M est. | Portco Fit ID |
Zero cold outbound · Zero marketing spend · Zero dedicated GTM headcount
Raising $750K on a SAFE
Use of funds: fully fund the PE GTM Lead through productivity ramp, with margin for a course-correct if the first hire misses. Excess pads our bench and runway for extended sales cycles.
| Source | Amount | Terms |
|---|---|---|
| Cash on hand | $150K | Bootstrapped |
| SBA debt (in discussion) | $100K | 10% / 10yr / no prepayment penalty |
| This raise | $750K | SAFE, $10M cap |
| Total | $1M | ~12 months runway, including second-hire safety net |
Bootstrapped to date — no silver spoons, no prior dilution, 100% founder owned. This raise sizes risk so a wrong first hire isn't existential.