PORTFOLIO AI DEPLOYABILITY INDEX

D0 Deployability Assessments

Based on industry baselines & public signals. Each assessment estimates CMC levels from publicly available data only (D0 depth, +/-1.5 level confidence).

These assessments do not use proprietary or internal data. Organizations may request validation, correction, or removal at any time.

CORE INDUSTRIAL PARTNERS

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.3
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Fathom Digital ManufacturingBLOCKEDIntegration: 3-level gap (L1 → L4)Phase 2Islands
Fathom Digital Manufacturing: 18-24 months - As order volume grows or customer mix shifts, human-driven quoting will become the bottleneck: quote turnaround times wi...Pending

HCI EQUITY PARTNERS

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.5
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Pacific DefenseBLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
Pacific Defense: 18-24 months - ONR demonstration milestones will reveal AI/ML agents cannot achieve autonomous cyber-EW effects due to: (1) inconsisten...Pending

NEW MOUNTAIN CAPITAL

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.3
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Smarter TechnologiesBLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
Smarter Technologies: 24-36 months - Customer pilots will reveal autonomous agents cannot maintain context across system boundaries: (1) SmarterDx identifies...Pending

HG CAPITAL

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L2.2
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Prophix (Hg portfolio)STRETCHIntegration: 2-level gap (L2 → L4)Phase 3SaaS Overlay
Prophix (Hg portfolio): 12-18 months - Customer implementations will reveal that 'autonomous agents' achieve automation within Prophix's sandbox but hit custom...Pending

AMERICAN INDUSTRIAL PARTNERS (61%+ OWNERSHIP)

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.2
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
V2X, Inc.BLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
V2X, Inc.: 24-36 months - Google and Amazon AI deployments will reveal that autonomous capabilities cannot operate across V2X's security-compartme...Pending

AMERICAN INDUSTRIAL PARTNERS (18.8% OWNERSHIP, ALSO MAJORITY OWNER OF ACQUIRED CARLSTAR)

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.2
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Titan International, Inc.BLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
Titan International, Inc.: 24-36 months - AI transformation initiative will reveal that 'enterprise-wide' autonomous capabilities cannot operate across Titan's po...Pending

AMERICAN SECURITIES (37% OWNERSHIP, EQUAL PARTNER WITH LINDSAY GOLDBERG)

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.2
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Amentum Holdings, Inc.BLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
Amentum Holdings, Inc.: 24-36 months - AI transformation initiative will reveal that 'enterprise-wide' autonomous capabilities cannot operate across Amentum's ...Pending

BAIN CAPITAL (LEAD), REVERENCE CAPITAL PARTNERS, NORWEST (MINORITY INVESTORS: BLACKROCK, FIDELITY, FRANKLIN TEMPLETON, STATE STREET)

Portfolio Companies: ~50+Assessed: 1Avg Est. CMC: ~L1.3
CompanyStatusPrimary BlockerAttemptingPattern MatchReport
Envestnet, Inc.BLOCKEDIntegration: 3-level gap (L1 → L4)Phase 3Islands
Envestnet, Inc.: 36-48 months - AI transformation initiative will reveal that 'enterprise-wide' autonomous capabilities cannot operate across Envestnet'...Pending

METHODOLOGY & DISCLAIMERS

D0 assessments are constructed from publicly available information including annual reports, press releases, job postings, industry publications, and regulatory filings. CMC dimension scores are estimated using industry baselines adjusted for company-specific public signals.

All estimates carry +/-1.5 level uncertainty at D0 depth. This is sufficient to identify likely pattern signatures and predict broad failure modes, but not to prescribe specific interventions. Higher-depth assessments (D1-D4) progressively reduce uncertainty.

Organizations featured in these assessments are invited to validate, challenge, or request removal of their assessment. Contact contact@contextcapability.com for any inquiries.

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