Workforce intelligence for private equity

Workforce risk moves EBITDA. See it before close.

PropulsionAI gives private equity deal teams and operating partners an AI workforce intelligence layer for diligence and value creation. Bohdi analyzes workforce data from the data room, surfaces specific risks, and connects findings to the investment thesis, the deal model, and the post-close execution plan.

AI workforce diligence Human capital due diligence for PE Built for deal teams
WORKFORCE DILIGENCE LINKED TO DEAL MODEL
Compensation exposure $2.1M / yr
Key-person dependency 3 flagged
Talent flight risk Elevated
Org structure friction 2 layers

Illustrative sample findings shown for wireframe purposes.

Built for private equity deal teams, operating partners, and portfolio operations leaders.

Not an HR dashboard Not a generic AI tool Not another manual diligence checklist

The return math has changed

Operational performance is now the lever. The workforce delivers it.

Annual EBITDA growth required to hit target returns has more than doubled. Multiple expansion and cheap debt have faded as value levers, which puts the workforce at the center of every deal model.

0%

Required a decade ago

0%

Required today

Source: Bain & Company, Global Private Equity Report 2026

Multiple expansionNo longer a reliable value lever
Cheap debtNo longer a reliable value lever
Operational performanceThe primary path to your return target

Multiple expansion is gone. Cheap debt is gone.
The only path to your return target runs through operational performance, and the workforce is what delivers it.

0%

of exit value now comes from operational performance.

Source: BCG, Global Private Equity Report 2026

The diligence gap

The data is in the data room. The risk is buried inside it.

Financial, commercial, and legal diligence have dedicated processes and decades of rigor. Workforce diligence rarely does. The problem is not awareness. It is infrastructure. Bohdi turns scattered workforce documents into deal-relevant findings.

In the data room

Headcount rosters
Org charts
Compensation schedules
Benefits data
Employment agreements
Equity plans
Retention obligations
Management narratives
BOHDIAI ANALYSIS
ingest · analyze · connect

Deal-relevant findings

EBITDA exposure $ impact
Key-person dependency named
Leadership gaps role
Org structure friction layer
Talent flight risk signal
Post-close execution risk 90-day

Meet Bohdi

The AI workforce intelligence teammate built for PE diligence and value creation.

Bohdi ingests the workforce data that lives in the data room, surfaces what moves enterprise value, and engages the deal team in a conversation about what the findings mean for the thesis. Source-aware, specific, and connected to the deal model.

Bohdi does not replace human judgment. It gives deal teams and operating partners better judgment fuel.
B BohdiWorkforce diligence assistant
What workforce risks could affect first-year EBITDA?
I found three with first-year EBITDA impact. Compensation exposure of roughly $2.1M/yr from below-market salaries that will reset post-close, a key-person dependency on the VP of Engineering tied to a large share of recurring revenue accounts, and a retention cliff with senior staff vesting within twelve months. Comp scheduleOrg chartEquity plan
Which one is most likely to break the thesis?

Illustrative sample exchange shown for wireframe purposes. Figures are not actual client results.

Before close

Pressure-test the workforce behind the thesis.

The answers are in the data room, but the details are hard to connect and the financial impact is hard to see. Bohdi surfaces what deal teams miss, in dollar and deal terms.

Compensation exposure

Below-market pay that resets after close and erodes first-year gains before the plan even starts.

Hits first-year EBITDA

Key-person dependency

Revenue, relationships, or know-how concentrated in a few people whose exit would reprice the deal.

Concentration risk, named

Management team risk

Leadership gaps and bench depth that determine whether this team can execute the operating plan.

Execution capacity

Org structure friction

Layers, spans, and reporting lines built for the prior owner's strategy that will resist yours.

Resists the operating plan

Management narrative gaps

Where the story management tells diverges from what the workforce data actually shows.

Narrative vs. data

After close

Turn the value creation plan into workforce execution.

The first 90 days are the highest-risk window for talent flight and execution failure. Bohdi helps operating partners and portfolio operations teams move from plan to ownership, fast.

1

Align the organization to the value creation plan

Map the org against the thesis and find where structure supports the plan and where it works against it.

2

Cascade the thesis into measurable ownership

Connect every team and leader to the plan with OKRs and accountability that reach the front line.

3

Identify execution gaps early

Surface the capability, capacity, and leadership gaps that stall execution before they cost a quarter.

4

Monitor workforce signals tied to milestones

Track the workforce signals that move with value creation milestones and report progress to the metric.

Sample workforce diligence report

What Bohdi surfaces, in deal terms.

Specific, named, dollarized, and source-aware. Every finding is tied back to the document it came from and the line in the deal model it affects.

EBITDA exposureHigh
$2.1M / yr
Comp reset across 3 functions post-close
Leadership riskMedium
2 gaps
No clear successor for COO or VP Sales
Key-person dependencyHigh
3 flagged
Recurring revenue concentrated in one leader
Structural frictionMedium
2 layers
Spans of control resist the operating plan
Talent flight riskElevated
8 staff
Senior staff vesting within 12 months
Execution readinessOn track
2 of 4
Value creation milestones aligned

Illustrative sample findings shown for wireframe purposes. Figures are not actual PropulsionAI client results.

How it works

From data room to decision, in hours.

1

Upload or connect workforce data

Point Bohdi at the data room. It handles the volume and the mess.

2

Bohdi analyzes against the thesis

It reads every document and connects findings to the deal model.

3

Findings surface in plain English

Named, dollarized, and source-aware. No jargon, no black box.

4

The deal team asks follow-ups

Interrogate any finding in a conversation, with sources attached.

5

Findings inform post-close execution

Carry diligence insight straight into the value creation plan.

Security and confidentiality

Designed for confidential deal data.

Compensation, workforce, and org data are among the most sensitive material in any deal. Bohdi is designed for confidential diligence workflows.

Designed to support deal-specific data environments

Built so each engagement can run in its own environment, keeping deal data with the deal.

Client data is not used to train public models

Workforce and compensation data is not used to train public models, to be confirmed by PropulsionAI.

Designed for source-aware, reviewable outputs

Findings are tied to the document they came from so the team can review and validate them.

Designed for secure handling of sensitive data

Compensation, workforce, and org data handled with confidential diligence workflows in mind.

Security claims to verify with client before publication.

Who it is for

Built for the people who own the outcome.

PE deal teams

Run repeatable workforce diligence at deal speed and protect the model before close.

Operating partners

Turn diligence findings into a workforce execution plan that holds in the first 90 days.

Portfolio operations teams

Track workforce signals tied to value creation milestones across the portfolio.

Firm leadership

Build workforce diligence into the firm's process as repeatable infrastructure, not a one-off.

Not built for:
Generic HR analytics Employee engagement dashboards Culture programs with no connection to the deal model

Workforce diligence, answered

Frequently asked questions.

Workforce diligence in private equity is the analysis of human capital risk during a deal: compensation exposure, key-person dependency, leadership gaps, org structure, and retention obligations. It connects the workforce data in the data room to the investment thesis and the deal model, so deal teams can see how people-related risk affects EBITDA before close.

HR analytics serves an HR department and measures things like engagement, headcount, and turnover for ongoing operations. Workforce intelligence for private equity serves the deal team and operating partners. It translates workforce data into deal-relevant findings tied to EBITDA, the thesis, and post-close execution. The audience, the questions, and the output are different.

The most commonly missed risks are compensation exposure that resets after close, key-person dependency concentrated in a few employees, leadership and succession gaps, org structure friction that resists the operating plan, talent flight risk, and gaps between the management narrative and what the data shows. These are buried in the data room and rarely connected to the financial model.

Yes. AI can ingest the volume of unstructured workforce data in a typical data room, including rosters, org charts, compensation schedules, employment agreements, and equity plans, then surface specific risks at deal speed. Source-aware AI ties each finding back to the document it came from so the deal team can review and validate it.

Workforce risk affects EBITDA through compensation that resets after close, turnover and retention costs tied to key people, leadership gaps that slow execution, and org friction that stalls the operating plan. Missed workforce risk creates EBITDA leakage that often surfaces only when execution stalls, timelines lengthen, and returns erode.

Before close, to pressure-test the workforce behind the thesis during diligence. After close, to turn the value creation plan into workforce execution and manage the first 90 days, the highest-risk window for talent flight. Firms that build it into both stages create repeatable diligence infrastructure that compounds across deals.

Every deal has workforce risk. Bohdi helps you see it before it costs you.

Workforce risk moves EBITDA. The firms building workforce diligence into their process today will have an advantage that compounds with every deal.

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