About
Meet Alex Jaso
Alex has a deep track record of growing organizations through automated solutions over the past 18+ years. By pairing AI systems with data-driven operations, Alex has multiplied company revenus by 10x —from $1M→$10M, $10M→$100M, and $200M→$2B. His winning playbook produces repeatable results across sales, operations, and finance.
Portfolio Management Challenges
Traditional portfolio management is constrained by manual processes and limited operational bandwidth. Surgeform deploys multi-agent AI systems to streamline performance bottlenecks for more efficient diligence processes, real-time portfolio analytics, and accelerated value creation. Our proven approach has generated $3B+ in enterprise value across portfolio companies. From portfolio-level operations to fund-level reporting — we deliver measurable results.
Manual deal sourcing Identifying deals can be labor-intensive, and opportunities are not always publicly listed. Aggregating potential targets currently depends on having a robust sourcing team.
Inefficient deal screening
Narrowing the pipeline can be an inefficient process. Reviewing preliminary deals requires processing a standard data request list and determining potential for value creation.
Time-intensive due diligence
It is time-consuming to maintain a list of diligence requests, review the contents of a data room, and analyze large volumes of data. Investors spend long hours organizing information.
Repetitive deal closing tasks
There are various administrative steps associated with closing a deal. Standardized forms and legal paperwork are processed on a manual basis.
Clunky performance tracking
Pulling together metrics from different data sources is cumbersome. Investors need visibility into actual performance vs. budget, sales & margin trends, and operational KPIs.
Lack of standardization
Consolidating a big picture view of all portfolio investments can be challenging across different ERP and BI platform systems.
AI Agent Systems for Portfolio Excellence
As an investor or portfolio company, here's what to expect:
Transformative revenue growth
Leverage founder expertise and real-time AI agents to develop new outreach mechanisms and expand new business lines.
Operational efficiency
Custom AI agents can link tools across different platforms to automate operations, saving time and reducing potential for human error
Broader deal outreach
AI agents cast a wide net when searching for opportunities that fit a given criteria. They can also automatically initiate conversations with prospective deal targets on the investor's behalf.
Automated due diligence
Multi-agent systems support due diligence processes by scraping, structuring, and analyzing target company data: reported financials, customer performance, market trends, and comparable company data.
Portfolio intelligence dashboard
Real-time AI agents consolidate financial, operational, and market data from portfolio companies into dashboards with KPI risk alerts and performance forecasting.
Fund management automation
AI-enabled capital calls, performance tracking against investment theses, LP reporting with automated narrative generation, and boardroom-ready analytics.
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Opportunity Blueprint
We begin with a consultative discovery sprint, mapping your business priorities and identifying the highest-value opportunities for AI agents to create measurable impact across your portfolio and fund.
Design the AI Playbook
We translate those opportunities into a roadmap of agent use-cases—prioritizing the highest ROI areas like revenue lift, cost reduction, and operational efficiency.
Build & Deploy Agents
We configure and launch secure, domain-specific AI agents that integrate with your existing workflows and systems—built for compliance, scale, and transparency.
Optimize & Compound Value
We track financial outcomes, refine agent performance, and expand into new use-cases—so the value created compounds across your portfolio over time.
AI ROI – Secure Results in 60 Days Guarantee
We guarantee your team will be actively using your private AI assistant – fully deployed, trained on your documents, and returning useful, cited answers – within 60 days of kickoff. If not, we’ll continue working with you at no added cost until we do.