Mid-market AI adoption lags enterprise by 32 percentage points
20% vs 52% AI Adoption Rate, mid-market vs enterprise (OECD, 2025)
Barriers - skills shortage, data privacy, cost
58% of PE-backed companies have no formal AI strategy at acquisition (Deloitte, 2026)
15–50%+ EBITDA from GenAI automation in technical workflows (PE 150 / PWC, 2025)
LPs for proof of value creation before exit
For PE firms, operationalizing AI across a portfolio is now a direct lever on valuations, holding periods, and financial returns.
98% of PE sponsors have told Portco CFOs to prioritize AI. Only 1 in 3 have.
68% don't know where to begin or who to turn to for help (McKinsey/Accordion, 2025)
The three failure points, across industries:
* Use cases scoped around technology, not business outcomes
* ROI assumed at category level, not modeled at the workflow
* Operational inertia between pilot completion and production scale
Mid-markets struggle to define impactful use cases and a sustainable pilot-to-scale model.
This is where the absence of an operator advisor is felt the most.
Advisory to bridge strategy and execution across the full AI value chain.
Define what's worth building. Select who builds it. Measure what actually delivers.
Delivered through a 4-stage framework:
Diagnose -> Size -> Execute -> Validate
* Diagnose: Sector-based AI maturity scoring; use cases ranked by impact
* Size: Selected workflows based on defined KPIs/ROI and modeled for EBITDA impact
* Execute: support workflow redesign, KPIs, vendor selection, governance
* Validate: Ongoing advisory, execution and post-implementation measurement
AI Maturity, Industry Benchmarking, AI Scoring
Insights, Use Cases Definition, Prioritizations
KPIs Mapping, ROI Estimates & Attribution
Workflow Redesign, CX Optimization
Program Roadmap, Team, Skills, Pilot-to-Scale
Risks, Compliance, Exec Onboarding, AI Center of Excellence
To enable mid-market businesses become AI-native through bold, outcome-driven strategies.
To partner with organizations in creating AI-led transformations that drive growth, elevate customer experiences, and unlock operational efficiencies – building an AI-native culture by integrating research, intelligence, solutions and outcomes.
To bring enterprise-grade AI frameworks to mid-market companies, transforming AI maturity gaps into valuation premiums.
Alok Shukla partners with PE firms, CXOs, and founders to turn AI investments into measurable business value that shows up in EBITDA.
Alok has built and run AI/ML Centers of Excellence inside Fortune-scale environments, owned $75M–$1B P&Ls, and delivered $100M–$1B+ in realized value across revenue growth, cost reduction, and productivity gains. His work spans scaling GenAI from pilot to enterprise impact, rebuilding CX operations for revenue performance, and restructuring operating models around AI-enabled workflows.
Alok holds an MBA from the University of Maryland, a BS in Engineering from IIT-Varanasi (India), and executive education certificates from MIT (ML: Data to Decisions) and Wharton (Customer-Centricity).


We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.