Agentic AI: the operating lever for private equity
Operationalizing AI for measurable EBITDA impact in < 90 Days
An AI first ecosystem that extends agentic capabilities from front to back-office across every enterprise function.
Cost Reduction
AI for Work + AI for Service
Problem
Rising labor costs and inefficient support operations
Kore.ai Impact
- Automates 60–70% of internal HR, IT, and Finance service requests
- Deflects 30–40% of inbound customer calls and chats
- Frees teams for higher‑value work while improving CX/NPS
ROI Delivered
- 30–50% lower support costs
- 20–40% lower cost per interaction
Working Capital + COGS Efficiency
AI for Process + Orchestration
Problem
Lack of visibility and delays across procurement, logistics, and inventory
Kore.ai Impact
- Connects siloed systems (ERP, SCM, procurement) through agentic workflows.
- Enables faster, data-driven decisions on inventory, demand planning, and supplier management.
ROI Delivered
- Accelerated cycle times
- Reduced inventory carry costs and improved cash conversion
Margin Expansion
AI for work + AI for Service
Problem
Manual, error-prone back-office workflows drive overhead and risk.
Kore.ai Impact
- Automates finance operations such as invoice processing, claims, reconciliations, and vendor onboarding.
- Digitizes compliance checks and reporting for regulated industries (healthcare, BFSI, logistics).
- Ensures accuracy, audit readiness, and process scalability across portfolio companies.
ROI Delivered
- 35-45% process cost savings
- 60% reduction in manual review + approval cycles

Mesurable AI Value
PE firms achieve faster time to value with Kore.ai
PE firms using Kore.ai convert Al into EBITDA fast, predictable, + repeatable across their portfolio.
Accelerated value creation
- From Pilot to EBITDA in 90 Days
- 20-40% SG&A reduction via Al for Service, Work & Process
- Standardized ROl framework for portfolio rollouts
Scalable portfolio playbook
- Reusable templates for CX,HR + IT Automation
- Centralized governance + analytics Layer
- Identify Prove Scale model for repeatable value
De risks transformation
- Avoids transformation fatigue (failed Al pilots)
- Global security and compliance credentials
Get in touch with an industry expert

Sameer Aghi
Growth Leader - Private equity AI transformation
Kore.ai
Sam Aghi leads the Kore.ai Private Equity practice, working directly with PE operating partners and portfolio executives to deploy AI that improves margin, reduces cost-to-serve, and accelerates time-to-value. With extensive experience leading end-to-end business operations, he understands how private equity firms unlock value across the hold period and how technology must align to the P&L.












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