Our Service

Services Offered
&
Success stories

Tad.Venture delivers strategic leadership, scalable solutions, and expert guidance in private equity and venture capital, ensuring high returns and seamless digital transformation.

Illustrative pragmatic DATA & AI activities to support PRIVATE EQUITY firms/assets

GenAI application for deal repository chatbot

Chatbot based on foundational LLMs (GPT, Llama, Claude) and trained on historical deal documentation to answer deal relevant questions and generate new documents incl. recommendations and scenarios
4-6 months of build activity*
Zero to low-invest** in core-technology required; high gains on insights and efficiency

Data products for accessibility

”light-touch” Data Mesh and Data Marketplace across portfolio and assets, to ensure accessibility of most relevant datasets (e.g. financial and accounting), instead of ERP modernization
10-14 months of build activity*
Medium invest** in core-technology required; high gains on efficiency and transparency

Smart BI tools for reporting and visualization

Standardizing data visualization and analytics (next-best offer, pricing) incl. reporting using low-code/no-code tools e.g. Alteryx, PowerBI, Lookr, etc. (depending on preference and partnerships)
2-4 months of build activity*
Low invest** in core-technology required; very high gains on revenues, efficiency and transparency

COTS-AI tools for automation

Pragmatic use of available SaaS and COTS-AI tools*** from cloud-providers and also, from Start-Up ecosystem to automatize end-to-end operations (e.g. inventory mgmt., risk calculation, billing, invoicing)
4-6 months of build activity*
Low to medium-invest** in core-technology required; very high gains on revenues and efficiency

Main Levers for VALUE CREATION with pragmatic transformation and HIGH RoI

Well-defined and structured framework for VALUE CREATION Workshops with concrete outcomes.
Identification of max. 5-8 end-to-end processes for optimization with business case and expected RoI.
Low-cost, high-impact, off-the shelf solutions for automation and scaling.
Main impact processes – Data aggregation, Billing, Finance, Inventory mgmt., Pricing, Customer acquisition (espl. B2C).
Repeatable solutions across portfolio preferred, to allow scaling beyond single asset
Other miscellaneous topics but high impact – AI agents for PE Investment teams, Cybersecurity

Important Topics

WHY and HOW to help on these topics?

Value Creation Workshops

Define a structured framework for value creation workshops
2–3-day workshops going through main process steps within the asset
Outcome with heat-map of RoI vs Invest required identified end-to-end processes
Final delivery roadmap for tracking and implementation

E2E Process Improvements

Identify 5 main processes for low-invest, high-impact return
Avoid processes requiring IT architecture overhaul
Avoid solutions with strong changes to foundational IT
Conduct sit-ins and interviews to identify processes, identify key stakeholders and identify pragmatic solutions for each process

Pragmatic Tech Solutions

Identify pragmatic COTS and buy options as solutions
Legacy systems like ERP can be tackled without overhaul; solutions like Statement, Stratos can provide P&L, cashflow
Data aggregation using thedb provides low-cost access
“off-the-shelf” Pricing solutions and inventory mgmt. solutions exist to avoid large invest

Your Path To Success Start Here

Achieve growth with expert strategy, technology, and investment solutions designed to drive success.

Our Team

Meet Our Professional Team

Tad.Venture’s professional team is a diverse group of experts focused on delivering innovative solutions and strategic leadership.

john wick

Founder

amanda row

Founder

loudy rick

Founder

reese miller

Founder

Our Service

Services Offered
&
Success stories