The RubikonApply

AI Training for PE Backed B2B SMBThe
Rubikon.

AI training and workflow automation for companies integrating after an acquisition or merger.

Apply for Jan 2027

Availability

We accept three clients per quarter. Currently accepting applications for Jan 2027.

Our work

AI training and
implementation.

01

Level 1:
Personal productivity

Every person learns to use AI in their own work.

What each person leaves with:

  • Their top 3 to 5 administrative tasks automated
  • A personal AI chief of staff that triages email and gives weekly coaching
  • An AI skill that writes in their own voice
  • AI 101: which tools to use for what, and when to use AI and when to hold off, built around your company's AI policy
  • You also get a map of which shared workflows cost the most time.

Sign up for level 2 within 30 days and the full cost of level 1 counts toward it.

02

Level 2:
Team workflow automation

We assess your team workflows to see where AI pays back the most. Then we automate the use cases with the highest impact and highest feasibility, starting with the work the deal left running two ways. We train the team that runs them. High-value use cases that are harder to build become long-term opportunities.

What you leave with:

  • 2 to 3 automated workflows per function or working group
  • A team that knows how to spot high-ROI opportunities on its own
  • An AI opportunity log holding the rest of your high-value use cases

Over time, connected use cases change how the whole company works.

03

Level 3:
Company-wide adoption

AI becomes part of how the whole company runs.

What you get:

  • An AI champion identified in each function, with three coaching sessions to lead adoption on their team
  • A dashboard tracking AI adoption and ROI, with hours and dollars saved reported to leadership and investors
  • A 100-day integration playbook every new add-on runs through
  • Quarterly builds from your AI opportunity log, connecting use cases across departments

Sign the retainer and level 1 for your next add-on is included.

Who we work with

PE-backed. B2B.
50–500 employees.
Within three years of a deal.

We work with PE backed B2B SMB companies in the three years after an acquisition or merger, focusing on duplicated work and workflows that cost teams the most time.

Coming soon

Client reviews

CLIENT REVIEWSCLIENT REVIEWS COMING SOON
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January 2027

Apply for January 2027.

We accept three clients per quarter. Tell us about your company and the work you want to improve.