The seller leaves. The playbook stays.
AI workflow design for acquisition operators and holdcos: seller knowledge capture, operating handoffs, and reviewed reporting.
You own the business. Some of its operating rules still live in the seller's head, inbox, or personal spreadsheet.
I turn one seller-dependent workflow into documented rules, a testable first release, and an operating handoff your team can own.
Choose one place to start.
Operating knowledge capture
Turn walkthroughs and worked examples into a draft rule set with unresolved questions.
Human boundary: The seller and your process owner validate the rules before automation.
Back-office handoffs
Prepare invoice matching, quoting, or inbox routing from the approved operating rules.
Human boundary: Money movement, customer commitments, and exceptions remain human decisions.
Portfolio reporting
Prepare a recurring operating summary from agreed records for each business.
Human boundary: Company access stays separate. Numbers link back to their source.
Candidate workflows, not prebuilt products. Scope follows accessible records, a named process owner, measurable costs, and human approval boundaries.