Chariot Labs

For PE-backed operating companies

AI transformation that shows up in your P&L.

We bring AI workflows already deployed in businesses like yours across industrials, business services, and multi-site consumer businesses. We audit your operation, identify the highest-value opportunities, and adapt proven workflows to your systems, processes, and data.

Our target: two weeks to audit the business, six weeks to the first deployment.

Live Chariot systems across grocery, logistics, construction, and more.

Trusted by

  • Alliance Exterior Construction
  • Gessa
  • Revolution Prep
  • Stirling Heights
  • Life Maid Easy
  • Road To Carry
  • NEO Battery Materials

Where we work

We bring a playbook for your business.

We focus on businesses where people spend hours coordinating work, reviewing documents, and moving information between systems. Explore common AI opportunities across each type of business; the audit identifies which are worth pursuing.

Industrials

Reduce the paperwork and handoffs around servicing assets, supplying customers, and producing goods.

Commercial & field services

HVAC, electrical, maintenance, and specialty contractors.

Common AI opportunities

  • Bid intake and estimate preparation.
  • Service-request triage and dispatch preparation.
  • Job notes and change-order drafts.
  • Invoice drafts and completion checks.
Distribution

Common AI opportunities

  • Customer quote requests and order entry.
  • Replenishment forecasts and exception review.
  • Supplier catalogue and product-data cleanup.
  • Returns and claims intake.
Manufacturing

Common AI opportunities

  • RFQ intake and quote preparation.
  • Supplier quote and document comparison.
  • Production exception summaries.
  • Quality and maintenance documentation.

Business Services

Give teams more capacity to serve clients by reducing manual work around each request, engagement, or shipment.

Managed IT services (MSPs)

Companies that manage IT systems and support for other businesses.

Common AI opportunities

  • Support ticket triage and routing.
  • Suggested resolutions from past tickets and documentation.
  • Ticket summaries and knowledge-base drafts.

Technicians review recommendations and approve system changes.

Accounting & advisory

Common AI opportunities

  • Client document collection and sorting.
  • Transaction coding and reconciliation review.
  • Workpaper preparation and evidence review.
  • Client-query and financial-commentary drafts.
Logistics & 3PLs

Common AI opportunities

  • Freight invoice checks and recovery preparation.
  • Shipment enquiries and customer updates.
  • Quote-request intake and preparation.
  • Shipping-document extraction and exception review.
See the 3PL engagement →

Multi-site Consumer

Help location teams serve customers and manage staffing, capacity, and performance as the business grows.

Automotive services

Car washes, quick lube, tire, and repair chains.

Common AI opportunities

  • Customer enquiries and service-request triage.
  • Membership support and follow-up.
  • Location-performance summaries.
Education & youth enrichment

Tutoring, test prep, and after-school programs.

Common AI opportunities

  • Enrollment enquiries and follow-up.
  • Tutor recruiting and candidate coordination.
  • Parent updates and progress-summary drafts.
Specialty & essential retail

Grocery, convenience, and specialty retail.

Common AI opportunities

  • Replenishment forecasts and exception review.
  • Product and promotion copy drafts.
  • Supplier invoice extraction and matching.
  • Customer enquiry and response drafts.
See the grocery engagement →

What our clients say

“We partnered with Chariot Labs to put AI to work where it matters to our business. They’re a breath of fresh air and raised the bar for us.”

Ed Schaffer, CFO, Revolution PrepRevolution PrepBacked byApax Digital

Our work

From a manual workflow to a live system.

Live systems embedded in the tools our clients already use. Every completed engagement has led to a follow-on engagement.

$3M saved through better stocking at a 72-store grocery chain.

An AI agent inside Excel helps the five-person buying team reduce stockouts and inventory waste.

How we chose and built the workflow

Live system Deployed in 5 weeks

Audit

Select the first priority

A five-person team handles daily stocking decisions. Replenishment review offered a clear starting point, with established ordering rules and a senior buyer correcting exceptions by hand.

Build

An AI agent that lives inside Excel

The agent works in the buyer's existing workbook. It applies coverage rules, flags unusual orders, explains recommendations, and captures corrections and their reasons. The buyer approves the decisions.

Financial impact

Three sources of value

  • Availability: more sales fulfilled at the existing gross margin.
  • Write-offs: less excess inventory expiring or being discarded.
  • Capacity: fewer hours spent checking routine order lines.

$115K from invoice recoveries and time saved at a mid-market 3PL.

An invoice agent flags carrier overcharges and reduces manual reconciliation for the finance team.

How we chose and built the workflow

Live system Deployed in 3 weeks

Audit

Select the first priority

Three people spent four days each month reconciling invoices from more than 30 carriers. A repeating, document-heavy process made invoice review a practical first build.

Build

An invoice agent connected to the team's inbox

The agent reads PDFs, spreadsheets, and invoice images, extracts line items, and presents exceptions with confidence scores. Finance reviews discrepancies and decides what to dispute.

Financial impact

Recoveries and capacity

  • Recoveries: carrier overcharges identified for finance to dispute and recover.
  • Capacity: fewer hours spent extracting invoice data and reconciling charges.
  • Billing control: consistent exception checks help catch recurring leakage.

Find AI opportunities

See how businesses like yours use AI.

Tell us about your company and what prompted your interest, and a Chariot founder will reach out to set up an intro call to discuss your AI strategy.

Start with the audit

The business case for AI on your P&L.

Find the AI opportunities you haven't considered. In two weeks, we assess your full business and show you where the value is, what implementation would cost, and which workflows to prioritize. We group related workflows by business function and interview the people doing the work to map each process and its bottlenecks.

Example grocery chain audit

Annual value · USD

Swipe across to compare value, automation, and build time →

Example business-wide AI opportunity assessment, values in USD.
WorkflowBusiness functionEmployees involvedAnnual value potentialTask effort automatableBuild time
Supplier quote comparisonsProcurement12$3M purchase savings50%5 weeks
Replenishment reviewMerchandising5$2M availability & waste reduction80%4 weeks
Promotion planning & contentMarketing18$1.5M incremental gross profit60%4 weeks
Supplier invoice matchingFinance24$900K recoveries & staff capacity80%3 weeks
Hiring admin & onboardingHR40$750K staff capacity60%3 weeks
Customer inquiry handlingCustomer service45$600K staff capacity70%4 weeks
Store performance reportingOperations72$500K staff capacity70%3 weeks

A roadmap to implement and measure.

Your audit establishes priorities and a baseline for reporting returns to your board. Our engineers build selected workflows in your existing systems, test them on real work, and train the employees who will use them.

After launch, we track adoption, improve workflows, and advise on model upgrades and what to build next. Our six-week deployment target includes the two-week audit.

No commitment to implementation.
Builds are priced separately.

Our background

Built by PE investors and AI engineers.

Our team combines private equity investing, AI product development, and production engineering experience.

  • CPP Investments
  • Hebbia
  • Citadel Securities
  • Tailwind Capital
  • Providence Equity
  • Microsoft
  • Meta
  • Databricks
Will we need to replace our existing systems?

We start with the tools and processes your team already uses. The audit identifies where existing functionality is sufficient, where an integration would help, and whether any data preparation is needed.

What do we have at the end of the audit?

A prioritized AI roadmap for the business, with a business case, implementation estimate, owner, and success measures for each opportunity. You can use it to make investment decisions and establish the baseline for future investor reporting.

How do you work with us after launch?

We are your AI partner for the long term. After launch, we help your team adapt workflows, evaluate better models, and expand what AI can do across the business. We agree the ongoing support scope with you as part of implementation.

Who owns and supports what you build?

The portfolio company owns the custom deliverables defined in the engagement. We agree documentation, access, operating responsibility, third-party costs, and support arrangements before implementation.

Where does our team stay in control?

Buyers approve orders. Estimators retain pursuit and pricing decisions. Before launch, we agree which actions can run automatically and which require your team's approval.

Talk to Chariot

Bring us the workflow that is holding you back.

Bring us the workflow that's holding you back, or tell us where you are in your AI transformation, and we'll tell you what to do next. Prefer email? Reach us at hello@chariotlabs.ai.

§ Find AI opportunities

See how businesses like yours use AI.

Tell us about your company and what prompted your interest. A Chariot founder will review it and reach out to set up an intro call to discuss your AI strategy.

A Chariot founder reads every request and replies personally by email.