of private equity sponsors have told their portfolio CFOs to prioritize AI.
Accordion, survey of 200 PE sponsors & 200 PE-backed CFOs, 2025AI use cases inside portfolio companies never make it past the pilot stage.
Accenture, analysis of hundreds of portfolio-company AI use casesThe gap between intent and outcome has almost nothing to do with the technology. The tools work. What's missing is the process to rebuild a company around them — and somebody willing to own the result. That is what we do. And we put our own capital in alongside yours.
Read Our Mission Meet NEOPE-backed accounting deals in a decade — the roll-up already did the hard work of assembling them.
CPA Trendlines, CPA-PE Deal Tracker, June 2026Of enterprise value assembled in the accounting sector by private equity — and we are ready to drive the transformation that re-rates it.
CPA Trendlines, June 2026M&A transactions in January 2026 alone — the peak month of a wave that hasn't stopped. The need for AI-driven technology to drive integration is clear.
CPA Trendlines, June 2026The mandate is everywhere — 98% of sponsors have already issued it. What's scarce is implementation: nine in ten AI initiatives never make it past the pilot, because a strategy is an intention and a pilot is an experiment. Neither moves a multiple.
Claritai is the answer you walk in with: a co-investment partner with the AI transformation already built — and pointed straight at your returns. The AI answer is the IRR answer.
Value is earnings times the multiple a buyer puts on them. Most value creation moves one of those numbers. We move both — new recurring revenue the firm never had, at margins the old business could not produce, and the multiple that kind of revenue trades at. That is why the effect compounds rather than adds.
You spent years of deals assembling the platform. But assembled isn't transformed — transformation is a discipline. There's a re-rating hiding inside the asset you already own, and unlocking it is what we do: NEO, our financial intelligence operating system, plus the process that rebuilds a firm around it. Not a tool handed over with a login — a redesign of how the company operates and what it sells.
NEO gives every small business what only a Fortune 500 could afford: a CFO team watching the live numbers every single day. It asks the questions the best CFO teams ask — daily, for every client of every firm on the platform — and turns each answer into an action the owner can take today. Tap a card to see what NEO does.
A monthly statement can't see payment timing collide inside a month.
NEO watches the live cash cycle and flags the crunch while there's still time to fix it calmly — with the specific moves to make, not just a warning.
Blended P&Ls hide which unit, job, or service line quietly loses money.
NEO breaks margin down to the level where the truth lives — by location, by job, by line — and names what to reprice, renegotiate, or release.
Owners set prices on instinct because they've never seen real peer numbers.
NEO benchmarks against genuine peers in the same vertical, then shows where pricing has room — and what that room is worth.
Underbilling, missed charges, and channel fees drain small amounts that never make a report.
NEO reconciles what should have been billed against what was — and finds the money that's leaking out invisibly, month after month.
Supplier creep happens a percent at a time — too slowly for anyone to notice.
NEO tracks spend against history and peers, catches the drift early, and surfaces the renegotiation before it compounds.
Receivables drift is invisible until it becomes a cash problem.
NEO watches payment behavior per customer and flags the slide while it's a conversation — not a collection.
We could put a canned demo here. We'd rather show you the real thing — NEO running on a company you actually own, at our cost, at our risk, in a private 20-minute walkthrough.
Done. A partner will reach out within one business day to set up your walkthrough. Bring one company in mind — we'll bring the intelligence.
We deploy into one firm and its clients entirely at our expense — you commit nothing. The success metric is agreed in writing before a single client activates, and we earn only when we deliver on our promise.
Once the metric clears, we co-invest our own capital on the deals we do together — completely aligned on transforming each investment and improving returns.
Recurring, software-like revenue shifts the platform's economics — and the multiple a buyer applies to them — toward software.
“After four decades of building companies, I've learned that the biggest opportunities sit where a technology inflection point meets an industry ready for positive destruction.
Now, I've created Claritai — a Venture Equity™ firm: venture-style upside with private-equity discipline, created through the AI transformation of service industries.
The gap between AI intent and AI outcome has almost nothing to do with the technology. The tools work. What is missing is the process to rebuild a company around them — and somebody willing to own the result. That is what we do. And we put our own capital in alongside our partners, because nothing says confidence in your own capabilities like putting your money where your mouth is.
This is bigger than accounting. We are transforming one service industry at a time and building the investment model that captures it — in the same company, at the same time. That is Venture Equity™. You built something special. We help you make it extraordinary.”
— Seth Merrin, Founder & CEO
In 1985 Seth founded Merrin Financial, building the first electronic order-management, compliance, and order-routing systems for asset managers — acquired by ADP in 1996. He then built Liquidnet, the global trading network for 1,000+ of the world's top asset managers across 45 markets, sold to TP ICAP in 2021. Advanced Trading named him Innovator of the Decade for two consecutive decades. Co-founder Jennifer Merrin built and ran her own small business making every call on gut and numbers weeks behind — then became an AI expert and saw the fix was finally possible.
Same conviction, same playbook: bring a new perspective, then leverage technology to reinvent an industry.
One company. One walkthrough. At our cost, at our risk — and you'll know exactly what the numbers say.
See It on Your Numbers