For PE-backed portfolio companies

Make portfolio operations worth more.

Daloy helps your portfolio companies expand margin without adding headcount, get off founder dependency, and turn practical AI into shipped results, scoped to deliver inside the hold period.

Request an Operations Review Book a short intro call

Built for operating partners and value-creation teams. We start with a working review of one portfolio company, not a pitch.

Sound familiar?

When value creation stalls on operations.

The thesis was clear. But the operating reality inside the portfolio company keeps getting in the way. You see it when:

The operating partner asks for numbers the portfolio company can't pull cleanly
Every add-on acquisition runs on its own systems, so nothing rolls up
The founder or GM is still the single point of failure for how work gets done
Reporting is assembled by hand each month instead of coming out of the system
AI is on everyone's roadmap but nothing has actually shipped to the floor

That's not a talent problem. It's an operations problem, and it's fixable inside the hold period.

WHERE DOES YOUR BUSINESS STAND?

Take the Flow Check

A free 5-minute self-check that scores how much of your business runs on you, and shows you the one thing to fix first. No call required.

Start the Flow Check

Where the value gets created

Operational upside the deal team can underwrite.

EBITDA without headcount

Absorb coordination and back-office work with systems and AI instead of the next round of hires, so margin expands without growing the org chart.

Founder de-risking

Move the business off the founder's head and into documented, owned systems, so value isn't tied to one person staying.

Integration that holds

Standardize how add-ons operate and report so each acquisition rolls into one consistent way of working instead of a new silo.

Reporting that runs itself

Get the operating metrics the deal team needs out of the system on a rhythm, not rebuilt by hand the week before the board meeting.

Practical AI, actually shipped

Put AI on the repetitive, high-volume work where it pays off, scoped to deliver a return inside the hold period, not a science project.

Exit-ready operations

Make the operation legible and durable before a sale or recap, so it holds up when the next investor looks under the hood.

How Daloy works

See it. Fix it. Own it.

Every engagement moves through the same three stages, run alongside your value-creation team so you always know where you are and what comes next.

See it

A focused operations review of the portfolio company, run with the deal team and the operators. We map where time and margin leak today and where AI would actually pay off. A working session, not a sales call.

Fix it

Fixed-scope projects that unblock how work moves, standardize how it gets done across sites and add-ons, and put AI on the repetitive parts. Priced up front and scoped to deliver a clear return inside the hold period.

Own it

We stay embedded through rollout, then hand over the keys. The portfolio company's team is trained to run and extend everything we build. The playbook and the system are theirs, and they hold without us in the room or a permanent line item.

Proof

What this looks like in the portfolio.

Four functions. Zero hires.

A founder-led holding company was stretched across operations, finance, product, and decision support, work that typically requires a team. We built a coordinated set of AI assistants and automations that absorbed those functions, routing the right work automatically. Margin expanded without adding headcount.

Distributed teams. One way of working.

A growing company with teams across multiple product lines had no consistent way of operating, and the founder was the only source of truth. We implemented standardized workflows, clear role ownership, and accountability rhythms across the org. Delivery became predictable and the business stopped depending on one person.

Production time cut by over 70%.

A portfolio company was running a high-volume process manually: slow, inconsistent, and impossible to scale. We replaced it with an AI pipeline integrated directly into the workflow. Output accelerated, quality became consistent, and the team was freed to focus on higher-value work.

Who's behind Daloy

Big-firm operational rigor for
growing businesses.

Over the last two decades, Jeff Lontoc has helped organizations run better at Deloitte, PwC, and Guidehouse. He has also advised and invested in growing businesses, bringing that perspective to practical operational and AI work today. Built, not just presented. His view: the companies that win the next five years will not be the ones with the most AI. They will be the ones whose operations were ready for it.

"The tech is not always the hard part. Helping people trust what it can do for them, that's the work that matters."

Jeff Lontoc, Founder

Start here

One conversation. A clear-eyed look at one portfolio company.

Pick a portfolio company where operations are holding back the thesis. The Operations Review is a focused working session on where time, margin, and value are leaking, and where AI would actually pay off.