AI Judgement for Investors and Management Teams
We help investors and management teams quantify AI risk and opportunity -- across diligence, ownership, and exit.
What we do
For Investors
Every portfolio has AI exposure: as risk, as opportunity, or both. Kairo provides funds and investment teams with independent and practical knowledge to assess that exposure properly.
Pre-Deal
Independent assessment of how AI changes sector economics, management credibility, strategy and the investment case. Defined implications for price and conviction.
Early Ownership
Identification and prioritisation of initiatives that materially improve revenue or cost performance. Quantified impact, aligned to management capacity.
Exit Preparation
Near-term EBITDA capture. Evidenced AI narrative, removing AI as an objection and establishing it as upside that withstands buyer scrutiny.
For Management Teams
AI is moving rapidly. Teams are already stretched. Noise is everywhere. Kairo provides experienced, economically grounded clarity for management teams.
Strategy Impact
Precise analysis of which AI developments genuinely affect your revenue model, cost base, pricing power, or competitive position. Unambiguous recommendations for leadership.
Prioritisation
Creation of prioritised short and long-list of initiatives with real financial impact, sized and sequenced against team bandwidth and capability. Clear plans for opportunity capture.
Execution Quick-Start
Practical roadmaps for execution, ownership clarity, and meaningful integration into day-to-day workflows. Measurable performance improvement, without wholesale organisational distraction.
Why Kairo
Owner Mindset
We understand how boards and investors evaluate economics, risk, and value creation. We think in terms of return-on-investment not frameworks and methodologies.
Senior Delivery
Our partners lead every engagement. We do not train our people on our client’s budget.
Focus
The AI space moves too fast for firms to treat it as a side practice. We are AI only. We are on the pulse of AI change, daily.
The Team
Gareth Campbell
Former Senior Partner at Baringa Partners, built PE consulting practice; ex-Deloitte, UBS and Accenture. 30+ years in strategy, operations and technology. Financial services, media and energy sector experience.
Tom Enraght-Moony
Former PE portfolio executive across multiple exits. LPG/Go City (sold to Exponent); ecoATM (Apollo); Lumata (Francisco Partners); Match.com (IAC / Barry Diller). 30+ years executing in tech-enabled, data-driven businesses.
Get in touch
If AI materially affects performance, it deserves independent judgement.
Gareth: gc@kairo.partners
Tom: tem@kairo.partners