For PE-Backed Middle Market Companies

Agentic Organization Transformation

Bacaro partners with PE firms and portfolio companies to deploy CoreSyncOS and transform into Agentic Organizations. We don't just sell software—we deliver end-to-end transformation programs with clear inputs, outputs, and time-to-value guarantees.

60–90 Days

From kickoff to first autonomous workflow—not 12–24 months like traditional enterprise AI

Fixed Pricing

Program-based pricing with defined deliverables—no open-ended consulting engagements

Portfolio Playbook

Once deployed at one PortCo, replicate the playbook across your portfolio in 30 days

Three Transformation Programs

Whether you're evaluating Agentic Organizations for the first time or scaling across a portfolio, we have a program designed for your stage of the journey.

PROGRAM 1

Agentic Organization Readiness Assessment

Timeline
4 weeks

For PE firms evaluating Agentic Organizations as a thesis for portfolio value creation. We assess your target company's operational maturity, tech stack compatibility, and EBITDA optimization potential.

Inputs Required

  • Current ERP/CRM stack (NetSuite, Salesforce, etc.)
  • 3 years of financial statements
  • Org chart and key process documentation
  • Current KPIs/OKRs (if formalized)

Deliverables

  • Readiness scorecard (1–10 scale across 8 dimensions)
  • Top 5 EBITDA optimization opportunities (ranked by ROI)
  • CoreSyncOS deployment roadmap (60–90 day timeline)
  • Investment memo for IC presentation

Time Commitment

  • Executive Sponsor: 8–10 hours
  • CFO/COO: 12–15 hours
  • IT Lead: 6–8 hours
MOST POPULAR
PROGRAM 2

CoreSyncOS Deployment for PE Portfolio Companies

Timeline
60–90 days

The full transformation program: Deploy CoreSyncOS + CausalBeacon, integrate your ERP/CRM stack, launch first autonomous workflows, and train your team. Includes 90 days of managed services post-launch.

Inputs Required

  • System access (NetSuite, Salesforce, etc.)
  • Designated transformation lead (20% FTE)
  • Quarterly OKR structure (we'll build if needed)
  • Stakeholder buy-in from CEO/CFO/COO

Deliverables

  • Fully deployed CoreSyncOS + CausalBeacon
  • 3+ live autonomous workflows (forecasting, scenario planning, OKR generation)
  • Quarterly OKRs aligned across departments
  • Governance model + training for 20–30 users
  • 90-day managed services (24/7 support + optimization)

Time Commitment

  • Executive Sponsor: 3–4 hours/week
  • CFO/COO: 6–8 hours/week
  • Operations: 8–12 hours/week
  • IT Lead: 10–15 hours/week
PROGRAM 3

Agentic Operating Rhythm (Quarterly)

Timeline
Ongoing

Post-deployment optimization: Quarterly planning and continuous improvement services. Bacaro partners with your team every quarter to refresh OKRs, refine workflows, and ensure sustained EBITDA gains.

What's Included

  • Quarterly OKR planning workshops
  • CausalBeacon model retraining and calibration
  • New autonomous workflow development (1–2 per quarter)
  • 24/7 managed services and platform updates

Outcomes

  • Sustained EBITDA improvements (1.5–3% annually)
  • Predictable quarterly planning cycles
  • Continuous AI agent optimization
  • Governance and compliance assurance

Ideal For

  • Companies post-CoreSyncOS deployment
  • PE firms managing 3+ PortCos with CoreSyncOS
  • Operators committed to long-term Agentic Organization evolution

Not sure which program fits your needs?

Schedule a 30-minute consultation with our team. We'll review your portfolio company profile, discuss your value creation thesis, and recommend the best path forward.

Schedule Consultation
Enabled by CoreSyncOS®

Software Engineering Services Built on Proprietary Technology

Our services leverage CoreSyncOS as the foundation—giving you access to enterprise-grade AI infrastructure, pre-built integrations, and proven deployment patterns. We're not building from scratch; we're configuring and customizing a battle-tested platform for your specific needs.

10x Faster

Deploy in weeks, not years

Lower Risk

Proven architecture in production

Better ROI

Platform-based, not custom code

4-12 weeks

CoreSyncOS Implementation

Deploy our proprietary platform with pre-built connectors and proven patterns

  • Platform configuration leveraging existing integrations
  • Workflow mapping to CoreSyncOS orchestration layer
  • Accelerated deployment using platform SDKs
  • Built-in monitoring and performance analytics
2-6 weeks

Strategic Consulting

Design your AI strategy around CoreSyncOS capabilities

  • Platform readiness assessment and gap analysis
  • CoreSyncOS-based transformation roadmap
  • Organizational design for hybrid intelligence
  • Executive alignment on platform adoption
6-16 weeks

Custom Agent Development

Extend CoreSyncOS with domain-specific AI agents

  • Agents built on CoreSyncOS SDK and APIs
  • Training using platform's ML infrastructure
  • Native integration with orchestration layer
  • Continuous learning from platform data
Ongoing

Platform Training & Certification

Enable your team to leverage CoreSyncOS effectively

  • Role-based CoreSyncOS training programs
  • Hands-on platform workshops
  • Best practices for agent orchestration
  • Governance frameworks for platform use
Ongoing

Managed Platform Services

Continuous optimization and platform evolution

  • Dedicated CoreSyncOS success manager
  • 24/7 platform monitoring and support
  • Regular platform updates and enhancements
  • Performance optimization using platform analytics
4-10 weeks

Integration Engineering

Connect your systems using CoreSyncOS integration layer

  • Configuration of platform's universal connectors
  • Custom API wrappers in CoreSyncOS framework
  • Real-time data sync via platform pipelines
  • Security and compliance using platform standards

Ready to get started?

Get in Touch

Schedule a discovery session to explore how CoreSyncOS can transform your organization.