Summary
Phase 1
Team
Next
Context
AI Consulting Scope of Work

An AI Operating Model
for Greenridge Growth Partners

A five-to-six-week, two-track Phase 1: foundational AI training for GGP's full 15-person team, paired with collaborative discovery to scope Phase 2.
Prepared for Greenridge Growth Partners
Updated April 14, 2026 · Yelin.io · Greenridge Growth Partners
01 -- Executive Summary

Optimize Today.
Build for Tomorrow.

Based on discovery sessions from February through April 2026 -- culminating in GGP's April 10 direction to restructure Phase 1 -- Yelin.io proposes a five-to-six-week, two-track Phase 1: foundational AI training for the full 15-person team, paired with collaborative discovery to scope Phase 2. The three department snapshots that follow (sourcing, deal execution, portfolio operations) and GGP's seven active use cases represent what we have learned to date and remain inputs to Phase 1 research and Phase 2 scoping.

15
Team Members
Cross-functional PE firm
8
Active Portfolio Companies
Plus 5+ successful exits
$255M
Fund II Capital
Current fund commitments
7
Active Use Cases
Documented in Best Practices guide
Department AI Readiness
Current maturity across three core functions
Sourcing
Most Developed
Portfolio Ops
Well-Developed
Deal Execution
Early Stage
Firm-Wide AI Workflows
From GGP's AI Best Practices Guide (March 2026)
Legal Document Analysis
Employment agreements, NDAs, vendor contracts
Excel & Financial Model Review
Model auditing, formula review, logic checks across deal and portfolio models
M365 Email, Calendar & File Synthesis
Inbox triage, thread summaries, calendar review
Unstructured Document Structuring
Contracts and pricing proposals normalized into tables
Writing, Editing & Communication
Drafting, reformatting, proofreading across teams
Our Approach
Teach and guide, not do and leave. Every tool, workflow, and agent we build is designed for GGP to own and operate independently. The engagement ends with the GGP team running everything -- no retainer dependency, no external bottleneck.
02 -- Phase 1 Engagement

Two Parallel Tracks.
One Clear Commitment.

Five-to-six-week Phase 1 restructured per GGP's April 10 framing. Track 1 delivers foundational AI training to the full team -- the bulk of the work. Track 2 produces a Phase 2 scope collaboratively, timed late so the team's training-driven capability gains shape the ideas. Phase 2 is intentionally not pre-specified; it emerges from Phase 1.

Track 1 -- Foundational Training
Team Enablement Across the Full 15-Person Firm
Seven half-day sessions shaped for the GGP team's existing Claude fluency. Foundations compressed, Cowork deep-dive added, role-specific cohorts for sourcing and portfolio operations, and a Closing Applied Workshop. Roughly two to three half-days per week -- learn without stepping away from deals.
Track 2 -- Phase 2 Discovery
Scope the Future State, Collaboratively
One to two late-phase discovery sessions with GGP leadership plus the Yelin.io team. Produces a Phase 2 SOW draft with two or three priced options -- grounded in what the team actually learned during training.
Three Phase 1 Deliverables
Visible outputs delivered to GGP during Phase 1
Week 3 · Deliverable 1
GGP Phase 1 Discovery & Training Plan
Interactive HTML plus PDF delivered Week 3. Our prep work and GGP's training blueprint in one document: what we heard in discovery, a Cowork connectors playbook, security + governance guidelines, a public PE AI signals digest, and the tailored curriculum for the seven half-day sessions that follow.
Weeks 3-5 · Deliverable 2
On-Site Foundational Training
Half-day sessions shaped for GGP's intermediate-to-advanced Claude fluency: a kickoff, three whole-team sessions (compressed 4Ds + a dedicated Cowork deep-dive), two role cohorts (sourcing + portfolio ops), and a Closing Applied Workshop. Seven half-days total across Weeks 3-5, ~2-3 per week so the team can fit it around their work.
Weeks 5-6 · Deliverable 3
Phase 2 SOW Draft
Two to three priced Phase 2 options with timeline and scope rationale, grounded in training outcomes and Track 2 discovery findings. Delivered in Word to the GGP leadership team by end of Week 6.
Inside the Discovery & Training Plan
Our prep work and GGP's training blueprint in one document. Five sections, delivered Week 3.
Section 1
Discovery Findings
What we heard in five to six interviews with GGP leadership plus reps from sourcing, portfolio ops, and deal execution. Workflow reality, stuck points, current tooling, what would move the needle. Grounds everything else in the Plan in what's actually happening at GGP today.
Section 2
Cowork Connectors & Integration Playbook
Out-of-the-box connectors and known MCPs for GGP's stack -- DealCloud, HubSpot, M365, OneNote, Salesloft, Clay. Setup instructions the GGP team can execute without writing code. Anything that requires custom development is Phase 2 territory. Phase 1 stays on Cowork + Claude core functionality. GGP walks away able to manage and extend their own connectors.
Section 3
Security + Governance Guidelines
Cowork usage model mapped to GGP's risk posture (MNPI, portfolio financials, live deal data). Skill publishing controls and review workflow. Anthropic Trust Center findings (SOC 2, data retention, residency) packaged for partner-level review. GGP-specific Acceptable Use Guidelines derived from Anthropic's Usage Policies.
Section 4
Public AI Adoption Signals in PE
Curated digest of publicly disclosed AI initiatives at comparable PE firms -- Blackstone, KKR, Vista, Apollo announcements; Anthropic, OpenAI, and Google customer case studies; BVP, McKinsey, and Axios Pro Rata coverage. Synthesis of public sources for context -- not proprietary access.
Section 5 · The Training Blueprint
Tailored Training Curriculum
The actual content for the seven half-day sessions -- topics, exercises, prompts, examples -- built from the Discovery Findings (Section 1) and Anthropic's AI Fluency 4Ds framework. Compressed where the GGP team is already fluent; deeper on Cowork where the value is newest. Not a generic curriculum. Every example, demo, and exercise reflects GGP's own workflows as surfaced in the interviews.
Training Structure
Training is delivered as half-day sessions only so the GGP team can fit learning around their day-jobs. Seven half-days total across Weeks 3-5, shaped for GGP's intermediate-to-advanced Claude fluency. Structure: a kickoff half-day opens Week 3; three whole-team sessions follow -- Delegation + Description compressed for a team that already prompts daily, then Discernment + Diligence as a full session on evaluation and MNPI/compliance guardrails, then a dedicated Cowork deep-dive on skills, projects, and advanced features. Two half-day role cohorts follow (sourcing and portfolio operations), and a Closing Applied Workshop at the end of Week 5 where the team applies to their own work. Grounded in Anthropic's AI Fluency framework -- source material we build from, not courseware we license out.
Phase 1 Timeline
Five to six weeks from kickoff. NDA signed; kickoff one week from signature. What each phase covers, the GGP team's time commitment, our backend work, and the deliverable at the end.
Weeks 1-2
Research & Prep
What Happens
  • 5-6 discovery interviews (30 min each)
  • Tech stack review (1-2 hrs)
  • Public AI signals digest compilation
  • Curriculum tailoring
GGP's Time
~3-4 hours across the team, spread over two weeks. Light lift.
Our Backend
Interview synthesis. Curriculum design. Connectors research. Public signals compilation. Writing the Plan.
Deliverable · Week 3
GGP Phase 1 Discovery & Training Plan
Weeks 3-5
Training Delivery
What Happens
  • Kickoff half-day opens Week 3
  • 3 whole-team half-days (Wks 3-4): compressed 4Ds + Cowork deep-dive
  • 2 role cohorts (Wks 4-5, sourcing + ops)
  • Closing Applied Workshop (end Wk 5)
GGP's Time
Roughly two to three half-days per week across the 15-person team.
Our Backend
Session prep per cohort. Live on-site delivery. Curriculum refinement between sessions based on where the team is landing.
Deliverable · End of Week 5
Trained team + applied workflow demos from the Closing Applied Workshop
Weeks 5-6
Phase 2 Scoping
What Happens
  • 1-2 late-phase discovery sessions with GGP leadership + a GGP subset
  • Phase 2 scope options drafted
  • Pricing + timeline packaged in Word
GGP's Time
1-2 sessions with GGP leadership and a subset. ~2-3 hours total.
Our Backend
Track 2 synthesis from training outcomes. Phase 2 SOW drafting with two to three priced options.
Deliverable · End of Week 6
Phase 2 SOW Draft (Word, priced options)
Phase 1 Investment
Fixed fee. Travel included. Phase 2 scoped and priced in Phase 1.
Phase 1 · Fixed Fee
$22,000
Five to six weeks
50 percent at signature, 50 percent at Phase 1 completion. Drive-in travel included. Exclusive of tool subscriptions (Claude Business, existing GGP licenses).
Phase 2 · Preferred Engagement
Scoped in Phase 1
Priced options delivered Week 6
Phase 1 is priced below Yelin.io's list rate in exchange for GGP's right of first refusal on Phase 2 at the Week 6 quote. Thirty days post-Phase 1 to accept or return to open market.
Why Phase 2 Follows Training
Phase 2 scope is deferred by design. The GGP team will surface sharper, better-grounded Phase 2 ideas once they have seen what Claude and Cowork can actually do in day-to-day work. Track 2 discovery sessions are timed for Weeks 4-5; the Phase 2 SOW drafts in Weeks 5-6, informed by the training and not ahead of it.
03 -- Team

A Team Built for PE

Proven PE, AI Engineering, and Enterprise Transformation expertise tailored to GGP.

Henry Yelin
PE & AI Strategy Advisor
Yelin.io
Henry brings a rare combination of PE operating model expertise and hands-on engineering technology leadership. As Director of Technology & Diligence at Vista Equity Partners, he worked on the Product & Technology Value Creation team, improving engineering operations and infrastructure across Vista's 80+ portfolio companies. This is directly relevant to GGP: Henry has operated the playbook that PE firms use to drive measurable operational efficiency across their portfolios, including the AI tooling adoption frameworks and benchmarking that investors and operating partners expect to see. Henry holds a Master's in Information Systems Management from Carnegie Mellon and a B.S. in Theoretical Mathematics.
Russell Beggs
Engagement & Technology Lead
Yelin.io
Russell brings direct experience leading the kind of operational transformation that PE portfolio companies require. As SVP Engineering at ESO (backed by Vista Equity Partners), he led a 300+ person engineering org across North America and Europe. He led the rollout of DORA metrics and GitHub Copilot across ESO's engineering teams, achieving a measurable 22% YoY velocity increase -- the kind of evidence-based AI adoption that creates real portfolio value. With 7 years at Deloitte Digital delivering enterprise-scale transformations, Russell has deep experience in the operational measurement and tooling adoption that PE operating partners need across their portfolios. Russell holds a Masters of Engineering in Computer Science from Queen's University Belfast.
Michael Duncan
AI Value Creation & Enterprise Strategy
Yelin.io
Mike brings a rare combination of enterprise revenue experience and hands-on AI implementation expertise. He has been part of four successful technology exits, including Snowflake's IPO, ServiceNow's IPO, Windsurf's acquisition, and Infocenter's sale to Insight Partners, giving him direct insight into what institutional investors and acquirers expect from a high-performing organization. He joined Windsurf (formerly Codeium), one of the leading AI-assisted coding platforms, in its earliest days, gaining frontline experience in how AI development tools create measurable productivity gains and where enterprise adoption breaks down. This is directly relevant to GGP: Mike has trained teams globally on AI-first workflows, helping them build effective practices that translate into measurable operational improvement.
04 -- Next Steps

Ready to Begin

Four steps to kick off. Phase 1 can begin within one week of signing.

Complete

NDA Signed ✓

Mutual NDA executed. System access and kickoff cleared to proceed.

Step 2

Review Proposal

The Greenridge Growth Partners team reviews this document. Yelin.io will walk through any section in detail on a call.

Step 3

Confirm Scope

30-minute call to finalize Phase 1 priorities, adjust sequencing if needed, and set the start date.

Step 4

Schedule Kickoff

Phase 1 kickoff session. Discovery interviews, system access review, and training calendar set.

Suggested Next Step
A short call early next week to walk through questions, align on priorities, and confirm Phase 1 scope. Happy to come to the Westlake office or do Zoom -- whatever works best. Happy to include the right GGP stakeholders so both teams can align on scope and timing together.
05 -- What We've Accounted For

Context, Not Curriculum.

Our discovery sessions from February through April 2026 mapped GGP's sourcing, deal execution, and portfolio operations workflows. Listed below for the record. These are inputs to Phase 1 research; Phase 2 scoping revisits them with fresh data from training. Nothing here needs re-teaching to the GGP team.

Discovery Artifacts Received
GGP-provided documents that inform Phase 1 research
AI Usage Best Practices
11-page team reference (Mar 27, 2026). Eight active use-case areas documented.
AI Strategy Brief
8-page document (Mar 30, 2026). Three functional areas, pain points, AI vision, quick wins.
March 12 Deep-Dive
90-minute session: current AI use cases plus aspirational builds.
Three Functional Areas in Scope
Where Phase 1 research validates and Phase 2 scoping focuses
Sourcing
Most Developed
6,500 active prospects, DealCloud-centric. Claude already in daily use for research, outreach, CRM. Candidate quick wins surface in Phase 2 scoping.
Deal Execution
Early Stage
Least-developed area. QuickBooks integration and intelligent data-room search identified. Natural Phase 2 focus once foundations are in place.
Portfolio Ops
Well Developed
HubSpot pipelines, QuickBooks financials, competitive intel scattered today. Consolidated dashboard across the 8 active portfolio companies is a Phase 2 candidate.