The person who scopes it builds it
Founder-led delivery end to end. No junior handoff between the case and the code.
For private equity sponsors and middle‑market companies
AI that makes the investment thesis work in the business.
Otomat underwrites the case, builds secure AI around your existing systems, and stays through adoption — strategy, engineering, training, and maintenance led by one senior AI engineer who also thinks like a CEO, PE GP, and investment banker.
Underwritten like an investor. Built like an engineer. Run like an operator.
Enterprise and regulated builds
Hands-on AI engineering since late 2022, including financial services and healthcare controls.
Business judgment on every call
CEO, founder, PE GP, and banker lenses — so the work is judged by value moved, not features shipped.
Most AI agendas stop where the work begins.
Leadership gets a story. The team gets a pilot. Nobody owns the workflow, the economics, or the stop decision — and finance cannot reconcile the result. Otomat starts with a defendable business case and a named owner, then builds until operators can run the task without the builder.
Goal and owner
Which operating constraint matters, and who can change it? Observe the whole task, including exceptions and approvals.
Economics and alternatives
Establish the baseline, full delivery and review cost, and the build/buy/process-change/no-build choice. Capacity released is not automatically cash saved.
Acceptance before rollout
Agree the held-out tasks, permission tests, operator competence and stop decision before calling the workflow ready.
How it works
Underwrite the decision
Goal, owner, baseline, full cost, and build / buy / process / no-build.
Build the workflow
Secure applications around your systems — permissions, exceptions, and acceptance tests included.
Leave the team capable
Train operators and maintainers, measure improvement, transfer the runbook.
How the work connectsMeet the founder →
From the investment case to the operating workflow.
We connect operating assessment, application engineering and adoption around the business objective. Each mandate names the delivery responsibilities, client decision owners and evidence needed to advance. Capacity and specialist coverage are agreed in scope.
Start from the investment case
Connect the company or sponsor objective to a workflow, accountable owner, baseline and decision gate before choosing a system.
Follow the work into engineering
Define sources, integrations, permissions, evaluation and human review. Test portability and document replacement costs rather than promising zero dependency.
Make operating responsibility explicit
Agree release evidence, training, support and backup coverage for the engagement. Assess controls in the actual workflow and risk context.
Readiness beats urgency
What makes a mandate ready?
A stalled pilot, an acquisition plan or a recurring operating bottleneck can create a useful entry point. We test the prerequisites before committing to implementation.
Owner
Management can act
A sponsor priority needs an operating counterpart who can change the workflow and protect time for review.
Access
The dependencies are visible
Data rights, interfaces, procurement and security review belong in the plan before the build begins.
Evidence
Success can be judged
Set the baseline, representative tasks and acceptance rules. Include mistakes, review burden and full cost.
Capacity
The team can sustain it
Agree primary and backup owners, training, support boundaries and a manageable improvement backlog.
Buy a mandate with clear boundaries.
Start with a decision and a first workflow. Continue through adoption, operating measurement and approved improvements where the evidence supports it.
Operating assessment
A bounded decision: observe the task, map data and controls, establish the baseline and recommend build, buy, process change or no build.
Embedded transformation
A company mandate with explicit engineering capacity, integration, operator practice and an acceptance plan for prioritized workflows.
Sponsor operating mandate
A portfolio decision cadence with management participation, opportunity qualification and common governance. Company engineering is separately scoped.
Delivery method
From operating case to client capability.
The mandate connects leadership decisions, engineering and everyday work. Scope names the accountable roles and evidence at each gate.
Underwrite the decision
Agree the business goal, executive sponsor, current measure, alternatives and downside. Separate a forecast from an accepted result.
Observe the task
Map users, sources, permissions, handoffs, exceptions and decisions. Identify access and client dependencies before estimating delivery.
Agree acceptance
Define quality, full cost, review effort, authorized actions and stop conditions on representative held-out tasks.
Build and parallel run
Integrate the smallest useful workflow into existing systems. Inspect normal work and exceptions before broadening access.
Practice independent operation
Operators complete fresh tasks and escalation cases. Power users reproduce a failure and propose a bounded correction.
Transfer maintenance
A maintainer changes, evaluates and restores a version. A backup follows the runbook without the original builder.
Review the next release
Quarantine feedback, compare a candidate against the baseline, inspect permission regressions and require a named release decision.
Technical acceptance
Own the workflow. Test the dependencies.
Separate business meaning, data contracts and permissions from provider adapters. Model choice should follow the task, client constraints and measured tradeoffs. No architecture removes every supplier dependency or shared failure mode.
Inspect the application layer →Test model replacement
Run the same held-out tasks on a qualified alternative. Record quality, privacy, latency, full cost and migration effort. Portability is a test to perform, not a promise of effortless switching.
Control data and actions
Specify allowed sources, fields and tools. Test prohibited access and actions alongside permitted control cases. Record scope, version and residual risks.
Improve through approved releases
Feedback proposes a candidate. Independent evaluation, security checks, an accountable human decision and rollback are required before production changes.
Leave the client capable
Deliver source and configuration under agreed rights, dependency inventory, export/restore instructions and a maintainer/backup recovery exercise. Third-party services retain their own terms.
Continuing accountability
Know what the retainer buys.
Agree the mandate, included capacity, decision cadence, support responsibilities and exit terms before starting. Continuing work earns its place through adoption, monitoring and a prioritized improvement backlog.
Explicit capacity
Engineering, company assessments, working sessions and response commitments are scoped. A sponsor retainer does not include unlimited builds across a portfolio.
Decision-ready reporting
Show implementation, usage, accepted outcomes, forecast and unresolved dependencies separately. Include review effort, model/vendor costs and client time.
Optional outcome terms
If agreed, outcome-linked fees need a baseline, attribution, measurement period and value-recognition rule. Released capacity, working capital and EBITDA are distinct; financial returns are not guaranteed.
The working relationship
One operating agenda. Named responsibilities.
A credible mandate connects the sponsor who approves the investment, the manager who owns the workflow and the people who build and maintain it.
The engagement charter names the Otomat delivery lead, engineering responsibility, client operating owner and backup. Confirm the actual staffing and availability for the agreed scope before work starts.
Independent adversarial testing, enterprise penetration testing, incident response and legal interpretation require appropriately qualified specialists. They are separately scoped rather than implied by an application build.
Read about Otomat →Leadership decides
Defend a go/no-go decision using the baseline, full cost, risk and client dependencies.
Operators demonstrate
Complete a fresh normal task and exception case, with correct escalation and manageable review effort.
Maintainers take over
Change, test and restore a version. Have the backup repeat the recovery runbook independently.
Industry workflow libraryStart with the work.
Start with the work.
Qualify the sector context.
Explore documented patterns and capability-led applications. Sector breadth describes where to investigate a mandate; the evidence state shows what has actually been documented.
PE & Portfolio OpsDocumented patternLogistics & Supply ChainCapability-ledFraud Prevention & RiskCapability-ledHealthcareDocumented patternRetail & ConsumerCapability-ledOnline MarketplacesCapability-ledGovernmentCapability-ledHospitalityCapability-ledFinancial ServicesCapability-ledMedia & EntertainmentCapability-ledAnimal HealthCapability-ledMarket IntelligenceCapability-led
Explore All IndustriesFrequently Asked Questions
Who is Otomat for?
Private equity sponsors and middle-market company leaders in the US and Europe. The work connects operating goals, application engineering and workforce capability. Fit depends on the workflow and available evidence, not the industry label alone.
Who actually does the work?
Founder Adam Roseman performs hands-on development. He brings experience across investment banking, private equity, technology-company leadership and hands-on AI engineering. Engineering capacity, specialist coverage and backup responsibilities are agreed for each engagement.
How does an engagement start?
Start with your operating goal, accountable owner and first workflow. A mandate session is a fit conversation about constraints and next decision—not free diligence or a commitment to a build. If there is a fit, the next step is a scoped assessment or operating mandate for review.
How is this different from an AI consultancy or software vendor?
Otomat underwrites the case, builds secure AI around your existing systems, and stays through adoption—strategy, engineering, training and maintenance led by one senior AI engineer. The discipline connects investment judgment, operating judgment and engineering judgment into one delivery process with explicit acceptance and handover.
We already bought Copilot or ChatGPT Enterprise; where does Otomat fit?
A tool rollout deploys a product. AI restructuring changes the workflow, ownership, controls, adoption and measurement around a business goal. Installing software alone does not establish operating change. The work may recommend using an existing tool, a process change or a custom build depending on the evidence.
Do you guarantee a return?
No. There is no promise of a particular financial return or rollout date. Fees, capacity, exclusions and any performance component are negotiated for the specific mandate. Agree the baseline, measurement window, attribution and client dependencies before committing to a build.
What happens after launch?
Handover requires that the client primary and backup each perform a fresh task, diagnose an exception, release an approved change and restore a known version. Workforce capability, controlled improvement and operating measurement are acceptance tests. Training attendance alone does not establish independence.
What operating goal deserves a mandate?
Bring a goal, an accountable owner, and a first workflow. Agree scope and the decision gate before committing to a build.