Private equity · Corporate leadership

Nine vectors.
One point of view.

(i)Sage is an advisory and intellectual-property firm for private equity sponsors and corporations — home of the 9 Vectors framework and owner of the patented method behind TheGreyMatter.ai.

Track record

Infodata Systems
14×
Equity value; 11 consecutive profitable quarters after years of losses, funded entirely from operations
Astreya Partners
11×
Enterprise value, $20M → $220M, as revenue grew from $23M to a $150M run rate; the platform was acquired by Cognizant in 2026 for $634M
Marchex · Nasdaq: MCHX
2.5 years
To the first profitable year since 2013; gross margin 50% → 70%
Everest Software
−50%
Operating expense, with revenue up 26%; 3,000 customers moved to one cloud platform before the sale to Versata

The full record →

Agentic AI · SLM formation

Frontier models reason. They do not remember your business.

(i)Sage helps private equity sponsors and corporations give their AI a working memory of the business: a causal model of how the company runs and a small language model formed from its own data. The platform is TheGreyMatter.ai, built on the method in (i)Sage’s patent.

How SLM formation works →

Applications
20
Production agents
32
Accuracy vs 73.3%
93.3%

Advisory

Operating judgment, applied where it counts.

For private equity sponsors and the boards and CEOs of operating companies — grounded in the experience of running companies through turnaround, repositioning and sale.

How an engagement works →

01

Private equity

Operating advisory from diligence through the value-creation plan to exit readiness — one model of the business across the whole hold.

02

AI strategy and SLM formation

Turning the AI seats a company already pays for into work — on a model of the business and an SLM formed from its own data.

03

Transformation

Re-setting strategy, operations and execution when the business is not running the way it could.

04

CEO advisory

A sounding board for the hard calls: turnarounds, integrations, capital allocation and the first hundred days.

05

Board advisory

Strategy, governance and CEO-succession conversations, drawing on public-company and board experience.

The 9 Vectors

A complete model of a business.

Nine vectors, 37 Sub-Vectors and 571 themes — first published in two books in 2011 and 2012, and now the reference framework inside TheGreyMatter.ai. Read down the columns: assets, processes, structures. At the center sits Operations, where every vector meets.

Explore the framework →

01Market
04Strategy
07Expectations
02People
05Operations
08Governance
03Finance
06Execution
09Entity

Intellectual property

The patented method behind TheGreyMatter.ai.

U.S. Patent 9,489,419 B2 is owned by (I)Sage Management LLC and licensed to TheGreyMatter.ai under a perpetual license.

Intellectual property and licensing →

Patent
US 9,489,419 B2
Filed · Issued
2013 · 2016
Owner
(I)Sage Management LLC
Licensee
TheGreyMatter.ai (9Vectors, Inc.)

Record

Companies led and boards served.

Companies led

  • Marchex, Inc.
  • Gemspring Capital
  • The Intersect Group
  • Astreya Partners
  • 9Lenses, Inc.
  • Everest Software, Inc.
  • Infodata Systems, Inc.

Boards served

  • Infodata Systems, Inc.
  • Verus Technology Group
  • SpotlightTMS (TicketManager)
  • Astreya Partners
  • The Intersect Group
  • Diamond Mind
  • DataRPM
  • Callis Communications

The full record →

In their words

From across the table.

“Edwin Miller’s leadership approach combines vision, strategy and disciplined execution as well as anyone I’ve ever worked with. His ability to simplify and articulate complex issues and to rally a team to action is remarkable.”

Kenneth Thornton · Retired General Manager, Global Public Sector, IBM Corp.

Request a briefing

Bring the hard question. Leave with a point of view.