Agilidy helps private capital turn investment thesis into execution across revenue, operations and AI. Senior leadership, specialist expertise and agentic delivery, assembled around the outcome rather than the org chart.
of PE GPs surveyed by EY expect deployment activity to increase over the next six months.
cite AI, automation and data infrastructure as areas of increased value-creation focus.
More capital in motion. More pressure to prove operational value creation.
Start with the investment thesis
For startups, carve-outs and businesses without the sales leadership, GTM, CRM or technology foundation to move now.
Revenue strategy, RevOps, sales effectiveness, marketing, service, CRM and AI focused on measurable improvement.
Add capability and operating leverage without automatically adding permanent headcount.
For roll-ups and consolidation: common process, data, CRM, KPIs, automation and AI across acquired businesses.
Rapid Time to Value
Traditional consulting economics reward more people, more hours and longer projects. We are building for the opposite.
Agilidy combines fractional executive leadership, specialized experts, trusted partners and agentic solutions to compress the time and cost required to produce an outcome.
Quality over quantity. We prefer a handful of deeply engaged clients at a time.
Primary value creation
Marketing → Sales → Service. We focus first on acquiring, growing and retaining more valuable customer relationships.
When the value-creation plan crosses into ERP or supply chain, we bring the right Microsoft Dynamics ERP specialists and partners into the engagement rather than pretending every capability needs to live under one roof.
Built, not theorized
Agentic collaboration designed to bring relevant clinical publications directly to clinicians, reducing the distance between new evidence and the people who can act on it.
AI-powered demand intelligence that helps venues anticipate foot traffic and activate highly targeted campaigns designed to drive patrons into the establishment.
An AI-native administration model designed to configure, support and continuously improve CRM while reducing the time and cost of traditional administration.
Pattern recognition
Why Agilidy
Jason Wickman has spent 25+ years at the intersection of customer strategy, revenue and Microsoft technology, including 12 years at Microsoft.
He helped build and grow Atrio/NuSoft around a Lead to Loyalty, Strategy through Execution philosophy and helped take that business through its acquisition by Avtex.
Today, Agilidy applies that operator mindset to private capital: business outcome first, technology second. We prefer Microsoft because of decades of experience and the executive relationships that matter, but the outcome determines the architecture.
The $100M question
AI-native companies such as Mercor have challenged assumptions about how quickly capability can be assembled and scaled. We are applying the principle, not promising the same result: keep exceptional people where judgment and relationships matter, use specialists where expertise is intermittent, and use agents where work can be compressed or automated.
See the thesis in action
Explore a fictional acquisition as Agilidy identifies revenue whitespace, SG&A opportunities, agentic workflows and a 100-day value creation plan, with a guided AI narration.
A deliberately small client roster
If there is a portfolio company where speed, revenue or operating leverage matters now, let's start with the outcome.
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