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BGH CAPITAL · VALUE CREATION

AI Operating System

A portfolio-wide PMO for AI transformation across BGH's 14 active investments — from dental clinics to theme parks. Standardised governance, a shared platform, a centre of excellence, and 140 prioritised initiatives mapped to value creation lenses.

View all 140 PRDs →

Portfolio Cos
14
Active investments
Initiatives
140
10 per company
S-tier
28
>$10m EBITDA impact
Cross-portfolio plays
9
Shared platform leverage
Quick wins (≤6 mo)
52
Year-1 value
Est. annual uplift
$180m
EBITDA, portfolio-wide

The Operating System

Five layers, owned by a small central team at BGH and federated to PortCo CEOs/CIOs. Governance and platform are mandated; CoE and initiatives are pulled by demand.

LAYER 1

Governance

  • Portfolio AI policy (ANZ Privacy Act, AI Safety Standard)
  • Model & vendor inventory
  • Risk register + red-team cadence
  • Board-level AI committee per PortCo
LAYER 2

Shared Platform

  • Federated LLM gateway (multi-vendor)
  • Vector store + retrieval infra
  • Eval harness & observability
  • Procurement leverage (frontier models, GPUs)
LAYER 3

Centre of Excellence

  • 10-person central pod, embeds rotate into PortCos
  • Prompt + agent template library
  • Talent benchmarks & hiring pipeline
  • Vendor red-list / preferred-partner panel
LAYER 4

Value Lenses

  • Revenue — pricing, personalisation, new product
  • Cost — labour productivity, automation
  • Risk — compliance, safety, quality
  • Multiple — narrative for exit, AI-native premium
LAYER 5

Portfolio Initiatives

  • 140 use cases, ranked & sequenced
  • Reusable across PortCos where possible
  • Quarterly portfolio review with BGH ops
  • Tracked to EBITDA outcome, not output

Portfolio

Click a company to drill into its 10-initiative AI roadmap.

Portfolio value matrix

All 140 initiatives plotted by complexity vs. EBITDA impact. Bubble size = portfolio reuse (number of PortCos that benefit from the same platform pattern).

Impact × Complexity

Colour = value lens. Top-left = high impact, low complexity = do first.

Initiatives by lens

By value tier

Initiative explorer

All 140 initiatives, filterable. Tier S = >$10m EBITDA impact, A = $2–10m, B = enabling.

Lens: All Revenue Cost Risk Multiple Tier: All S A B
PortCo Initiative Lens Tier Complexity TTV (mo) Reuse

Cross-portfolio plays

High-leverage capabilities the central team builds once and deploys many times. These are where BGH wins versus standalone operators.

First 12 months — orchestration plan

A pragmatic sequence for the BGH ops team and PortCo CEOs.

Q1

Stand up the OS

  • Hire CoE lead + 4 engineers
  • Portfolio AI policy ratified
  • LLM gateway live for 3 pilot PortCos
  • Baseline maturity assessment, all 14
Q2

Quick wins

  • Scribe rollout: ForHealth, Abano, Virtus
  • Contact-centre AI: Pioneer, TripaDeal
  • Sales co-pilots: Fusion5, CyberCX
  • Measure: hours saved, NPS, EBITDA
Q3

Revenue plays

  • Dynamic pricing: Village, TripaDeal, Laurent
  • Personalisation: SVGE, TripaDeal, Village
  • M&A engines: Abano, Horizon Nexus, ForHealth
  • First Tier-S outcomes booked
Q4

Scale & narrative

  • Vision / vertical AI: Hazeldenes, Village, Virtus
  • Portfolio playbook → LP report
  • AI-native multiple uplift case for next exit
  • Plan Year-2 expansion (agents, autonomous workflows)