Two levers to lift value across
Dash0 is a modern, OpenTelemetry-native observability platform. We offer two compounding advantages: full visibility into how your portfolio companies are using AI, and enterprise-grade observability at a fraction of the cost of legacy vendors.
AI now writes the code. The spend is real —
Rolling out AI coding agents post-acquisition can cut opex significantly. But combined with legacy observability it creates spiraling spend — both AI usage and observability costs grow as the company scales, eroding the baseline EBITDA rather than increasing it.
The AI paradox
Deploying AI to gain efficiency creates a new, invisible cost.
Token consumption runs unchecked. Without visibility, runaway AI spend erodes margins faster than the productivity it delivers.
The legacy bloat
Incumbent observability is expensive and opaque by design.
Six-figure monitoring bills that scale with headcount and features — not usage — cut straight into portfolio-company EBITDA.
of engineering leaders cannot measure the value AI is creating.
DX & LeadDev AI Impact Report 2025
What do you get in return for the money you spend on AI coding? Is it worth it?
Which developers are getting the most out of AI — and what are they doing differently?
Which use cases are getting the most value from your AI coding?
How much of the generated code actually ends up in production?
Which model is most efficient for which task?
Digitalization & AI is now the #1 PE value-creation lever — ahead of financial leverage (36% vs. 32%). PwC Private Equity Trend Report 2026
AI Coding Insights:
Dash0 makes AI spend a line item you can manage, not a black box. See exactly where every token goes — by agent, team, and workload — so you capture the opex savings without letting observability and AI cost quietly erode margin.
Stop guessing where the tokens went
Track every prompt, every tool call, every MCP interaction, and the spend and model per session. See which sessions ran in circles before doing real work — and whether developers actually need their assigned budgets.
Track usage adoption across your portfolio
Analyse in real time how AI adoption and know-how progress through your portfolio companies. Establish benchmarks to compare across investments — surfacing potential synergies and where talent is needed.
See what AI actually improves
Analyze PRs created versus deployed, code churn, and rework rates. Deep-dive into the engineering-based unit economics of your AI investment.
Finance
Compare where the spend goes — by business unit, repo, and model — against your investment thesis.
Developers
Understand how to improve efficiency, with visibility into how they work.
Engineering Leads
Establish best practices across the org and steer the AI roll-out — based on numbers, not guesswork.
Enterprise observability —
Dash0 delivers full-stack infrastructure coverage — matching everything legacy vendors like Datadog do. On top, it's OpenTelemetry-native, developer-friendly, and has zero lock-in. Transparent, usage-based pricing cuts legacy observability spend by up to 40% — a saving that compounds all the way to exit.
Cut telemetry spend
Replace legacy vendors with Dash0 — same coverage, far lower bill.
Higher EBITDA
The saving lands directly on the bottom line, every year you hold.
Higher valuation at exit.
Illustrative:
$1M/yr saved × 10× multiple = $10M
in enterprise value — from one line item.
Ship More.
AI Coding Insights is the entry point — and part of something bigger. Darkplane, Observability, and Agent0 all run on the same signals, context, and tools: SignalStore.
Close the loop
Darkplane
NEWBuild with AI. Ship with confidence.
See everything
Observability
Observability without the headache.
Automate and fix
Agent0
Run production on autopilot.
THE FOUNDATION · OWN YOUR DATA
SignalStore
The OpenTelemetry-native data platform for humans and agents. Every signal, stored once, in your cloud.
STORES
QUERY & ACCESS
Want the full picture? Explore all products and use cases at dash0.com
Built for how funds
The same platform that lifts margins is engineered to be low-risk to adopt and easy to standardize across a whole portfolio.
No lock-in. Easier exits.
Built on open standards, not a proprietary agent — which eases both bolt-on integrations and exits. Strategic buyers can fold your portfolio company straight into their stack, with no vendor lock-in or contracts to unwind. Demonstrable, vendor-neutral telemetry is a scalability signal buyers reward.
Usage-based, fully transparent.
Incumbents bill by users and features. We charge only for actual usage, with seat-based pricing for AI Observability — so costs stay predictable and every saving lands as EBITDA.
Migration that matches your speed.
Dedicated support teams reachable on Slack or your preferred channel, responding fast to clarify questions — migration is fast, risk-free, and cost-efficient. We support you when merging the tech stacks of bolt-on companies and expanding into new business models.
One preferred vendor, portfolio-wide.
Roll one platform across every company you own — consistent cost control, consistent visibility, and a single relationship instead of dozens of disconnected observability contracts.
Safeguard EBITDA across
Let's discuss positioning Dash0 as a standardized, portfolio-wide preferred vendor — not a single-company deal. We'll walk your team through both levers and map the impact on a company you own.
Explore the full Dash0 platform