AI Value Creation Proposal

From scattered AI initiatives
to portfolio-wide impact.

SHS Capital has the portfolio. The timing. The leadership appetite. What's missing is someone who owns the AI topic end-to-end -from identifying where value sits, to making it happen, to proving the EUR impact. This proposal outlines how we get there, starting with MTR.

Prepared for Guillaume Balz · Value Creation Team
Date April 2026 · Updated following call 01 April
Status Confidential
Day 14
First AI module
live with pilot group
Day 30
First time savings
measured
Day 90
Board-ready EBITDA
impact report
< 1 FTE
Total investment vs.
a mid-level hire

What We Built

MTR Field Force AI - Live Demo

Two AI solutions designed specifically for MTR Medizintechnik's field force. Built to show what's possible - not in theory, but as a working prototype you can click through today.

→

Interactive Demo - MTR Field Force AI Portal

Click through the live prototype. Bookmark and share with the team.

Open Demo →
Module 1 Visit Report Assistant ▼

After every patient visit, the field rep types a few bullet points -or dictates voice notes -and the AI generates a complete, structured CRM report. Instantly.

1 Rep enters bullet points
→
2 AI generates full report
→
3 Review & edit
→
4 Save to CRM

What gets generated: Structured summary, products discussed, follow-up actions (e.g. "process prescription, submit Kostenübernahme to insurer, schedule patient fitting"), and a sentiment analysis per doctor.

Time saved: ~30 minutes per visit report. With 120–150 reps making multiple visits daily, the aggregate savings are significant -and every report is complete, consistent, and CRM-ready from day one.

Module 2 Visit Prep Assistant ▼

Before the next appointment, the rep requests a one-click briefing. The AI pulls together everything relevant -history, products, opportunities, and a conversation guide.

1 Select next appointment
→
2 AI compiles briefing
→
3 Doctor profile + history
→
4 Conversation guide

What gets generated: Relationship status, past orders and fittings, relevant product recommendations, identified opportunities (e.g. "competitor dissatisfaction -emphasise faster response times"), and a tailored conversation guide per doctor.

This is where revenue is created. The Visit Report saves time. The Visit Prep creates value. Better-prepared reps close more fittings, identify cross-sell opportunities, and build stronger physician relationships -systematically, not by gut feel.

Portfolio View SHS AI Dashboard ▼

A management-level view for the SHS Value Creation Team. One dashboard showing AI status, use cases, impact metrics, and next steps across all portfolio companies.

Each portfolio company gets a card showing: the AI use case in progress, implementation status, next steps, time savings and productivity gains, and sprint-to-pilot timeline. Updated automatically as implementations progress.

Note on CRM integration: Both modules connect to whatever CRM system MTR uses -the doctor dropdowns pull from CRM data, and saved reports flow back in. We need to identify MTR's CRM and confirm API access as a first step. Build or buy decision for the final tool follows from there.

The Pilot Approach

Start with 10–20 Reps. Prove the Value. Then Scale.

We don't roll this out to 150 reps on day one. We start with a regional pilot -10 to 20 reps in one territory. Measure adoption, gather feedback, quantify the time savings. Then expand based on data, not assumptions.

Engagement Model

Two Parallel Tracks

One track for SHS Capital at fund level. One for the first portfolio company. Each with its own scope and deliverables.

TRACK 1 · FUND LEVEL
Fractional CAIO Advisory

Your AI person at SHS -for the fund and for the portfolio.

Included in package Separately: EUR 9.500/mo

"Irgendwo sind bei uns die Grenzen, und man kann sich nicht in jedes Thema reinlesen und dann sicher sagen, das macht Sinn oder das macht nicht Sinn. Bei uns ist das maximal Bauchgefühl -und das sollte es nicht sein."
— Guillaume Balz, SHS Capital, 01 April 2026

TRACK 2 · MTR PILOT
MTR Medizintechnik - Field Force AI Pilot

90 days to first proven AI savings in the portfolio.

Included in package Separately: EUR 9.500/mo
1
Discovery
Weeks 1–4
Identify MTR's CRM and confirm API access. Discovery sessions with Sales lead, Ops lead, and field reps. Deploy Visit Report Assistant to pilot group (10–20 reps, one region).
✓ First module live with pilot group
2
Build & Expand
Weeks 5–8
Deploy Visit Prep Assistant to the same pilot group. Connect CRM for automated data flow. Hands-on sessions with reps. Iterate based on real field feedback.
✓ Both modules live + CRM connected
3
Measure & Handover
Weeks 9–12
Document time savings, adoption rate, and impact on fitting quality. Train 1–2 internal champions at MTR. Full solution documentation for handover. Board-ready EBITDA impact presentation for SHS.
✓ Measurable results + decision gate
WHAT COMES NEXT
Portfolio Scale-Up

As soon as the first learnings are in, we scale what works.

Regulatory Context

Compliance, Cloud & Data Security

SHS Capital operates in a regulated environment -subject to BaFin oversight, DORA requirements, and EU-wide data protection and AI regulation. These aren't reasons to avoid AI. They're reasons to get the approach right from the start.

Included in the Retainer - Regulatory Awareness

1

Early & Proactive

Every AI tool decision in a BaFin-regulated environment has a compliance dimension. I make sure the right questions are on the table before a tool is deployed, not after -so you never get surprised by a regulatory issue you could have seen coming.

2

Safe Defaults at Portfolio Level

For every portfolio company implementation: EU/Germany hosting by default. No patient data in AI systems. DSGVO-compliant data flows as a non-negotiable baseline. If formal risk classification under the EU AI Act is needed, I bring in the right people.

3

Specialist Coordination

If deep regulatory, legal, or architectural expertise is needed, I identify the right partners and coordinate their work so it feeds directly into the AI strategy. No duplicate workstreams, no gaps.

Investment

One Package. One Decision.

AI pilot, fund-level advisory, and portfolio workshop - bundled into a single monthly engagement. Invoicing can be split across entities if needed.

What this would cost if sourced separately

AI strategy consultancy (McKinsey, BCG) - 6 monthsEUR 300.000+ Custom AI tool development (agency) - 2 solutionsEUR 80.000 - 150.000 AI vendor evaluation and selectionEUR 25.000 - 50.000 Regulatory compliance assessment (AI in MedTech)EUR 20.000 - 40.000 Portfolio AI workshop (external facilitator)EUR 15.000 - 25.000 Total if sourced separatelyEUR 440.000 - 565.000 Plus: 4-5 vendors to coordinate, 3-6 months longer, no single point of accountability With KH Advisory - all included, one partnerEUR 93.000

Strategy, development, implementation, vendor evaluation, regulatory awareness, and portfolio rollout - one person, one engagement, no coordination overhead.

What's included Duration Investment
AI Pilot & Advisory
MTR Field Force AI (2 solutions, CRM integration, field testing, EBITDA proof) + Fund-level advisory (vendor evaluation, regulatory awareness, monthly reporting) + Portfolio AI Kick-off Workshop		 6 months EUR 15.500/mo
Portfolio Roll-Out (per additional company)
Individually scoped. Faster start because playbook exists. Cross-portfolio leverage, EBITDA tracking.		 3-6 months per company EUR 10.000 - 15.000/mo
6 Months, all in: EUR 93.000

Invoicing can be split across SHS and MTR entities. 3-month minimum, then monthly rolling with 30 days written notice.

EUR 93.000 for six months is less than a single mid-level hire - but delivers AI strategy, two working AI solutions, a portfolio workshop, vendor evaluation, regulatory guidance, and a rollout playbook. One wrong software decision or six months of delay typically costs more.

All fees quoted are net amounts. Statutory VAT (currently 19%) will be added. Travel expenses (e.g. for on-site workshops, portfolio company visits) are billed at cost. All savings estimates are illustrative and based on the assumptions stated -they do not constitute performance guarantees. Engagement governed by separate services agreement.

EUR 400K+
Estimated annual savings
MTR alone (illustrative)
~4x
ROI on combined
investment
8–10 wk
Discovery to pilot
deployment
~50 min
Saved per visit
(report + prep)

How the EUR 400K+ is calculated

Time saved per visit (report + prep)~50 min Field reps in pilot scope135 reps Working days per year220 days Loaded cost per rep per yearEUR 52.000 Gross recoverable capacityEUR 1.0M+ Realisation rate (conservative)40% Net annual savings (illustrative)EUR 400K+

ROI on 6-month engagement (EUR 93K): ~4.3x. Revenue uplift from better-prepared visits not included in base case.

Why this investment level: A single AI vendor decision - correctly evaluated - can save or cost SHS six figures. The retainer gives you a trusted partner who understands both your portfolio and the technology - always available, always current. Dedicated project work - implementation, training, compliance deep-dives - is scoped and agreed separately, so you only pay for what you actually need.

What This Is Not

Not a Software Sale

No tool is ever recommended unless it solves a specific, identified problem at a specific company. Build or buy -decided together, case by case.

Not a Strategy Deck

Every engagement runs until the change is implemented and measurable. Not until the slides are delivered.

Not Open-Ended

3-month minimum, then monthly rolling with 30 days written notice. Each phase has a concrete deliverable and a decision gate.

Not a Consulting Team

One senior Fractional CAIO. Directly accountable. No juniors. No overhead. No 40-page decks nobody reads.

Why This Works

One Person. Strategy and Execution.

Karolyne Hahn
Karolyne Hahn
Fractional Chief AI Officer · Healthcare & Life Sciences

Builds, Not Just Advises

Strategy and implementation from one person. I decide what gets built, build the first version myself, and steer external partners for complex integrations. No handover gap.

One Senior Person, Directly Accountable

No team rotation, no junior analysts. You work with the same person from discovery through handover. Every recommendation has my name on it.

Healthcare & Regulated Industries

Every recommendation accounts for DSGVO, BaFin, DORA, and EU AI Act. Not as an afterthought -as a starting point.

Track Record

Relevant Experience in Your Context

Healthcare. PE-backed. Operational focus. Measurable EUR impact.

Goldman Sachs Backed European Pharma

Specialty Pharmaceuticals · Enterprise Value EUR 1.8bn

3
Half-day workshops
20+
AI use cases identified
EUR 300K+
Annual capacity recovered
5+ FTE
Equivalent recovered

Multi-workshop AI transformation programme with the senior leadership team. Discovery interviews across all seven functions. AI Opportunity Matrix with 20+ use cases. Corporate AI vision signed off. Governance framework with six AI Golden Rules.

"By the end of the third session, there was no debate left. Everyone saw where time was being lost. Everyone agreed what to do next. That clarity is rare."

Independent Financial Services Firm

Owner-managed · Senior Leadership Team

"Everyone throws the word AI around. You showed what it can actually deliver."

European Pharmaceutical Sales Trainer

Ongoing Annual Retainer

"Two days of work. Reduced to less than one hour. I genuinely did not think that was possible."