Discover how a leading private equity firm unlocked $9M in procurement savings and freed $6.7M in working capital at one of its portfolio companies in just 10 days, powered by Cassian’s AI agent-driven recommendations.
BUSINESS CHALLENGES
A leading global private equity firm, headquartered in London, with over $80B in assets under management and a diverse portfolio of companies across multiple sectors.
Like many PE firms, it was seeking ways to increase the value of its portfolio companies by optimising costs and improving operational performance.
The firm partnered with Spendkey to address these challenges across its portfolio, starting with a US-based home services provider with more than $1B in revenue and a network of over 1,000 franchise owners across the US and Canada.
Key challenges at this portfolio company included:
High third-party spend with no visibility into how and where money was being used.
Inability to identify overpayments and missed savings opportunities.
No standardised spend classification to enable meaningful analysis.
Lack of clear priorities for achieving fast, tangible financial impact.
TURNING DATA TO ACTION
The Spendkey platform powered by Cassian, its network of AI agents, turned fragmented spend data into clear insights and practical recommendations helping the customer unlock savings, free up cash, and make smarter decisions.
How Cassian delivered value:
Data Transformation: Cleansed, enriched, and categorised spend data (credit card, P-card, and invoices) using Spendkey’s granular taxonomy, creating a single source of truth for transparent reporting across categories, suppliers, and other dimensions.
Opportunity Analysis: Reviewed all categories with over $1M in annual spend, uncovering fragmented spend, duplicate vendors, and overpayments and revealed hidden savings opportunities and risks.
Working Capital Optimisation: Flagged 15,000+ early payments (~43% of invoices), revealing a $6.7M opportunity simply by enforcing existing terms.
Recommendations & Guidance: Provided tailored, category-specific recommendations on what to do and how to do it, from vendor rationalisation and supplier negotiations to payment term enforcement and sourcing strategies each supported by a step-by-step playbook to drive faster actions and outcomes.
DESIGNED TO DELIVER
Cassian AI agents helped to:
AI-powered insights and tailored recommendations enabled faster, more confident actions.
Identified $9M (14%) in cost-saving potential and freed $6.7M in working capital in just 10 days.
Practical recommendations and how-to guides helped teams move quickly from insight to impact.
Success created a repeatable playbook now used across other portfolio companies and new acquisitions.
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IMPACT THAT LASTS
Cassian transformed fragmented spend data from a portfolio company into a clear, executive-ready roadmap, highlighting savings opportunities, working capital improvements, and risks.
Each recommendation included a practical playbook, enabling the company to move quickly from insight to action — delivering measurable results in under 10 days.
For the PE firm, this created a repeatable model for portfolio-wide value creation, with a scalable approach now applied across other investments and new acquisitions.
How private equity firms can benefit:
Standardise spend and supplier data across portfolio companies into a single source of truth.
Equip operating partners with AI-powered recommendations to unlock savings and strengthen cash flow.
Accelerate execution with clear, step-by-step playbooks.
Scale value creation consistently across the portfolio.
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