Greenwood Management Advisors

20+ Years | 100+ Deals | $26b+ Value

The smartest, fastest way to deal or no deal, and portfolio value.

Verus.aiTM

Data Room Intelligence

Quickly understand and gain unique insights from the data room.

Private Equity Value Creation

Deep transaction and value creation expertise , deep industry knowledge, and a network cultivated over the course of over 100 transactions.

AI for Private Equity
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Verus.AITM

Data Room Intelligence

Verus.aiTM expertly navigates the distinct data challenges associated with Private Equity data rooms and investment processes.

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In-depth Document Analysis: Dive deep into documents to extract valuable insights and quantify textual data, enhancing your understanding of investment opportunities.

Precision Deal Analytics: Implement data-driven methodologies to identify and profile potential acquisition targets. Use advanced analytics to screen and rank targets based on strategic fit, financial health, and growth potential.

deal tracking

Strategic Insights: Employ data-driven strategies for market entry and competitive analysis, providing actionable intelligence to inform your investment decisions.

Interactive Data Visualization:
Generate and interpret charts from complex data, providing clear visualizations that support strategic decision-making and streamline deal processes.

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Verus.aiTM

Drag and drop your data

Verus.aiTM allows you to simply drag and drop for immediate custom insights.

AI for Private Equity
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MailChimp
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GCP
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Slack
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Azure
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Freshbooks
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Oracle
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Google
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Discord
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Oracle
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X
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Hubspot
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Infor
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Discord
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Messenger
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Messenger
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Discord
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SnowFlake
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Dynamics
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Instagram
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Oracle
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Google
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Reddit
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Oracle
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Youtube
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Google
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AWS
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Tableau
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Google
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Medium
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Tableau
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Google
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Dribbble
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Instagram
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Google
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Dribbble
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Oracle
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Lexis
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Github
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Twitch
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Github
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Discord
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Dribbble
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Google
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Dynamics
AI for Private Equity
AI for Private Equity
AI for Private Equity
AI for Private Equity
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20+ Years | 100+ Deals | $26b+ Value

Portfolio Value Creation

Unlock your organization’s potential with our strategic process review framework, designed to elevate standard performance improvUnlock your organization’s potential with our strategic process review framework, designed to elevate standard performance improvement practices and drive exceptional results. Enhance efficiency, align with goals, and achieve continuous growth.

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Customer Retention Optimization

Utilize predictive customer behavior models to design retention strategies that reduce churn and boost long-term value.

advanced deal tracking
Targeted Valued Creation

Leverage granular customer insights for precision in portfolio company pricing, marketing, and operational decisions, driving profitability and growth.

advanced deal tracking
Market Entry and Expansion

Make informed decisions on market entry and expansion with comprehensive data analysis. Identify lucrative opportunities and minimize risks.

advanced deal tracking
Data (AI/ML) Strategy Development

Develop a robust data strategy that aligns with your business goals. Leverage AI to automate processes, enhance decision-making, and drive innovation.

advanced deal tracking
Deal Strategy

Combine strategic planning with data-driven insights to help you identify and capitalize on growth opportunities, optimize business operations, and achieve your long-term objectives.

advanced deal tracking
Diligence

Meticulous diligence process utilizes cutting-edge data analysis to thoroughly assess potential investments, uncover hidden risks, and validate financial and operational assumptions.

advanced deal tracking
Integration / Carve-Out

Prepare your organization for seamless transitions by leveraging our data expertise to develop robust integration plans, ensuring operational continuity and maximizing value from day one.

advanced deal tracking
Exit Readiness

Exit Readiness services utilize sophisticated data modeling to enhance your company's appeal to potential buyers, streamline exit processes, and maximize transaction value.

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Industry Expertise

Delivered by Experts

Contact Us
Principal

Ryan Orton

With over 20 years of extensive experience in Private Equity, Advanced Analytics, and AI, Ryan Orton is a seasoned expert committed to driving strategic growth and innovation. He holds a Master’s in AI from the prestigious University of California, Berkeley, an MBA from Columbia University, and a CPA certification. Ryan's expertise lies in leveraging advanced data analytics to inform investment decisions, optimize portfolio performance, and create sustainable value.

Senior Director

Catherine Peters

Catherine Peters brings over two decades of strategic acumen in M&A, Communications, and Strategy. With a Master's degree from the University of Queensland, Catherine's comprehensive understanding of market dynamics and organizational strategy has been instrumental in driving successful mergers and acquisitions. Her proficiency in developing and executing high-impact communication strategies ensures that all stakeholders are aligned and informed.

Advisory and Support

Cloud Team

Our Cloud Team comprises highly specialized experts who provide unparalleled niche expertise tailored to meet our clients' specific needs. This team is available on-demand, offering their vast expertise in ML/AI, Strategy, Private Equity and a variety of industries.
‍Their ability to provide specialized remote asensures that clients receive the highest level of service and expertise whenever and wherever needed.

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Private Equity

AI Success

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KKR

Utilizing machine learning, KKR enhances investment decision-making by analyzing extensive data points, leading to more accurate predictions of potential investment performance.

Investment Performance
sophie moore avatar image
Blackstone

Blackstone applies AI to real estate market analysis, improving property valuation and investment strategies, and contributing to the firm's growth.

Valuation & Strategy
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Silver Lake

Silver Lake integrates AI to streamline due diligence processes, significantly shortening analysis time and enhancing investment selection accuracy.

Due Diligence
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Vista Equity Partners

By deploying AI, Vista Equity Partners achieves operational efficiency and cost reduction within its software-focused portfolio companies.

Cost Reduction
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The Carlyle Group

Carlyle boosts portfolio company performance and revenue through predictive analytics, resulting in reported operational efficiencies.

Operational Efficiencies
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Thoma Bravo

Thoma Bravo's investment in AI-driven valuation and trend prediction has propelled successful acquisitions and expansion in the technology sector.

Trends and Valuation
sophie moore avatar image
KKR

Utilizing machine learning, KKR enhances investment decision-making by analyzing extensive data points, leading to more accurate predictions of potential investment performance.

Investment Performance
sophie moore avatar image
Blackstone

Blackstone applies AI to real estate market analysis, improving property valuation and investment strategies, and contributing to the firm's growth.

Valuation & Strategy
kathie corl avatar image
Silver Lake

Silver Lake integrates AI to streamline due diligence processes, significantly shortening analysis time and enhancing investment selection accuracy.

Due Diligence
matt cannon avatar image
Vista Equity Partners

By deploying AI, Vista Equity Partners achieves operational efficiency and cost reduction within its software-focused portfolio companies.

Cost Reduction
sophie moore avatar image
The Carlyle Group

Carlyle boosts portfolio company performance and revenue through predictive analytics, resulting in reported operational efficiencies.

Operational Efficiencies
jhon carter avatar image
Thoma Bravo

Thoma Bravo's investment in AI-driven valuation and trend prediction has propelled successful acquisitions and expansion in the technology sector.

Trends and Valuation
matt cannon avatar image
Vista Equity Partners

By deploying AI, Vista Equity Partners achieves operational efficiency and cost reduction within its software-focused portfolio companies.

Cost Reduction
sophie moore avatar image
The Carlyle Group

Carlyle boosts portfolio company performance and revenue through predictive analytics, resulting in reported operational efficiencies.

Operational Efficiencies
jhon carter avatar image
Thoma Bravo

Thoma Bravo's investment in AI-driven valuation and trend prediction has propelled successful acquisitions and expansion in the technology sector.

Trends and Valuation
sophie moore avatar image
KKR

Utilizing machine learning, KKR enhances investment decision-making by analyzing extensive data points, leading to more accurate predictions of potential investment performance.

Investment Performance
sophie moore avatar image
Blackstone

Blackstone applies AI to real estate market analysis, improving property valuation and investment strategies, and contributing to the firm's growth.

Valuation & Strategy
kathie corl avatar image
Silver Lake

Silver Lake integrates AI to streamline due diligence processes, significantly shortening analysis time and enhancing investment selection accuracy.

Due Diligence
matt cannon avatar image
Vista Equity Partners

By deploying AI, Vista Equity Partners achieves operational efficiency and cost reduction within its software-focused portfolio companies.

Cost Reduction
sophie moore avatar image
The Carlyle Group

Carlyle boosts portfolio company performance and revenue through predictive analytics, resulting in reported operational efficiencies.

Operational Efficiencies
jhon carter avatar image
Thoma Bravo

Thoma Bravo's investment in AI-driven valuation and trend prediction has propelled successful acquisitions and expansion in the technology sector.

Trends and Valuation
sophie moore avatar image
KKR

Utilizing machine learning, KKR enhances investment decision-making by analyzing extensive data points, leading to more accurate predictions of potential investment performance.

Investment Performance
sophie moore avatar image
Blackstone

Blackstone applies AI to real estate market analysis, improving property valuation and investment strategies, and contributing to the firm's growth.

Valuation & Strategy
kathie corl avatar image
Silver Lake

Silver Lake integrates AI to streamline due diligence processes, significantly shortening analysis time and enhancing investment selection accuracy.

Due Diligence

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