Digital transformation has been a value-creation lever for over a decade. McKinsey, BCG, EY, PwC have written the same memo a hundred times: portfolio companies that modernize outperform the ones that don't. PE operating partners know it. The thesis was never the problem.
The access was. For a decade, only the biggest portcos could afford to pull this lever. Everyone else got stuck. Spreadsheets running the business. Fragmented tools the operators route around. SaaS the team quietly hates. Quiet liabilities that compound every quarter and show up in the next valuation.
AI fixed the math. What used to take years now ships in months. What used to cost millions costs a fraction. The lever once reserved for the biggest checks is finally within reach for the lower and middle market.
The best mid-market PE firms already know. They're pulling the lever quietly, with boutique partners who ship working software in weeks. DevSquad is the firm they're using.