Upshift PE closed 104 accounting deals in 2025.

Upshift is an AI strategy firm for professional services. We work on the half that moves revenue: what a firm sells and what it charges once clients can buy parts of the work somewhere else. Managing partners have done the math. AI compresses billable hours, and faster work means smaller invoices. Across the field, firms are buying the tools, running the same work faster, and calling it a strategy. Once every competitor has the same tools, a firm competing on speed has nothing left to charge for. Most AI consultants sell adoption — which tools, which workflows, who to train. That work is real and a firm needs it. Upshift does the commercial half: new service offerings a firm can price, position, and put in front of a real client. The AI Commercialization Workshop is two days from start to delivery, one day of it on site with the senior team, at a fixed $15,000. It produces two or three offering briefs with service definitions, pricing, delivery models, and a plan to validate each one in 30 days. The Map is a two-hour session at $2,500 that scores where a firm stands and credits against the Workshop within 60 days. Structured support through the quarter after the Workshop is scoped per engagement. Founded by Shawn Yeager. 30+ years and $300M in technology commercialization across browsers, mobile, SaaS, Bitcoin, and AI. Nashville, TN. upshiftco.com

Founded 2026