AI judgement for Investors and Management Teams

We help investors and management teams quantify AI risk and opportunity -- across diligence, ownership, and exit.

What we do

For Investors

Pre-Deal

Independent assessment of how AI changes sector economics, management credibility, and the investment case.

Clear implications for price and conviction.


Early Ownership

Identification and prioritisation of initiatives that materially improve revenue or cost performance.

Impact quantified and sequenced against management capacity.


Exit Preparation

Near-term EBITDA capture.

Evidenced AI narrative that withstands buyer scrutiny.

For Management Teams

AI is moving quickly.  Teams are already stretched.  Noise is everywhere.

We provide senior, economically grounded clarity on three questions:

1. What actually matters?

Which AI developments genuinely affect your revenue model, cost base, pricing power, or competitive position.  


2. What is worth doing now?

A prioritised short-list of initiatives with real financial impact, sized and sequenced against team bandwidth.


3. How do we execute without disruption?

Practical roadmap, ownership clarity, and integration into day-to-day workflows.


The objective is simple: measurable performance improvement, without organisational distraction.

Why Kairo

Investment Context

We understand how boards and investors evaluate economics, risk, and value creation. That perspective shapes our work whether advising capital providers or management teams.

Direct Involvement

Partners lead every engagement. The people you meet are the people doing the work.

Focus

AI is not an add-on practice. It is the sole focus of the firm because the space moves too fast for generalists.

Who we are

Gareth Campbell

  • Built Baringa Partners including PE consulting practice; ex-Deloitte, UBS and Accenture

  • 30+ years in Strategy, operations and technology

  • Financial services, media and energy sector experience

Tom Enraght-Moony

  • Former PE portfolio executive across multiple exits

  • LPG/Go City (sold to Exponent); ecoATM (Apollo); Lumata (Francisco Partners); Match.com (IAC / Barry Diller)

  • 30+ years executing in tech-enabled, data-driven businesses

Get in touch

If AI materially affects performance, it deserves independent judgement.

Gareth: gc@kairo.partners

Gareth: gc@kairo.partners

Tom: tem@kairo.partners

Tom: tem@kairo.partners

© 2026 Kairo Partners. All rights reserved.

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© 2026 Kairo Partners. All rights reserved.

Insights

Terms & Conditions

Cookie Notice

Data Protection Addendum