AI Transformations
for Professional Services
Professional services aren't seeing ROI from AI.
Startups are developing AI-native alternatives.
Why The Transformation Hasn't Happened
- No senior AI leadership in professional services.
- AI pilots by existing engineers fail to drive ROI.
- Networks lack senior AI talent; no clear hire path.
- Staff rushed into AI roles perpetuate the cycle.
PE-Backed, Mid-Markets Experience the Most Pain
- Our ICP: tech-lagging, white-glove providers.
- Tool fragmentation and tech-debt are pervasive.
- 10k+ PE PortCos held 5+ years; exits remain suppressed.
- AI maturity has become a multiple differentiator.
Rosenblatt leads AI transformations for PE-backed, mid-market, professional services.
1. Combine startup leaders and Big 4 consultants.
2. Execute at startup speed in enterprise environments.
3. Ship solutions that raise margins and multiples.
ProService HR, backed by Silver Lake
Over $1M recaptured LTV from our AI solution.
Achieved a 95% reduction in client 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
One Solo-Founder
High School Hacker -> AI Expert -> Director of AI
Former cofounder of ECGO (2022 - 2024)
Leads vision, strategy, and sales
Four AI Leaders, Over 40 YoE
Two Lead Advisors
Advisor → PE Partner → Opportunities
6 new active relationships in 3 months, 8 total, 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 | Contract | $1M (sold) | $3M est. | Q3 |
| RingCentral (Public) | $4B | SVP | VP intro | $1M est. | This Week |
| Pictet Group (PE) | $0.5B | Partner | CTO intro | $1M est. | This Week |
| TCV (PE) | $24B | Partner | VP intro; June re-org | $2M est. | Q3 |
| Carlyle (PE) | $435B | VP | Quarterly cadence; too early | $5M est. | Q3 |
| CVC (PE) | $157B | Partner | Portfolio review in-progress | $4M 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
The path to $6.5M of booked ACV by December 2026.
Assumptions behind the model
2 opportunities begin free pilots monthly at $67K CAC.
1 closes one month later at $1M ACV, 15x CAC.
YTD revenue entering June 2026 is $500K.
Starting Concentrated, Winning Through Relationships
~1,500 US, mid-market, PE-backed portfolio companies in professional services verticals.
Roughly 20% of mid-market considers themselves to be AI-ready and recognizes the need for external support.
At least 18 connected PortCos in our ICP we can realistically win through today's PE relationships at our observed ACV.
Raising $750K on a SAFE
Use of funds: fully fund GTM lead hires through productivity ramp, with margin for a course-correct if the first hires miss. Excess covers free pilots, sign-on bonuses, and bench 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.