LockStep is an AI transformation partner for private equity-backed, mid-market B2B services companies, delivering AI due diligence, value creation, and embedded consulting. The firm focuses on production-ready AI deployments that move the needle on EBITDA, with a pricing model tied directly to operational impact. LockStep helps PE firms and their portfolio companies identify and execute high-leverage AI opportunities across professional, technical, and operational service lines.
Funding
Funding not disclosed
Founders
Product
Problem
Private equity firms and their mid-market B2B services portfolio companies often struggle to identify, prioritize, and execute AI initiatives that deliver measurable financial impact. Many lack the in-house expertise to conduct thorough AI due diligence or to embed AI into daily operations, leading to missed value-creation opportunities and wasted investments.
Solution
LockStep provides a comprehensive AI transformation partnership tailored to PE-backed B2B services companies. The firm conducts AI due diligence to assess opportunities and risks, then drives AI-driven value creation by designing and deploying production-ready AI solutions. LockStep embeds AI consulting directly within portfolio companies, ensuring that AI capabilities are operationalized and aligned with EBITDA growth. Their approach emphasizes speed—delivering production AI in weeks—and accountability, with pricing structured around the financial value generated.
Target Audience
Primary customers are private equity firms and their mid-market B2B services portfolio companies, including professional, technical, and operational services businesses seeking AI-driven operational and financial improvement.
Features
- AI due diligence services that evaluate data readiness, use-case potential, and technical feasibility for B2B services portfolios
- Value creation programs focused on deploying agentic AI and workflow automation to improve margins and service delivery
- Embedded AI consulting that places experts within portfolio company teams to accelerate adoption and capability building
- Production-ready AI deployment methodology designed to move from concept to live use in weeks, not quarters
- Performance-based pricing model tied to EBITDA improvement, aligning incentives with measurable financial outcomes