AI Across Your Portfolio: A Playbook for PE Firms

In private equity, AI scales differently. Roll it out across 10, 20, 50 portfolio companies and the impact compounds. The firms doing this well are seeing it in their valuations.

Two questions keep coming up: which portfolio companies are ready for AI, and how do you coordinate adoption across the portfolio without building a central AI team? This session tackles both.

We walk through both. We’ll show a PE-specific approach to evaluating where AI creates value in a portfolio company, covering operational efficiency through to revenue growth. Then the playbook for organising AI adoption across the portfolio without adding headcount.

What you'll learn:

• Evaluate AI readiness and opportunity across your portfolio companies
• Use the PE plugin: a Claude tool for scoring investments on AI potential
• Apply a playbook for organising AI adoption across your portfolio
• Connect AI adoption to valuation and position portfolio companies for exit

Who should attend:

PE partners, portfolio operations leaders, operating partners, and investment professionals thinking about AI across their portfolio. If you want to know where AI creates value in your investments and how to coordinate adoption without adding headcount, this is for you.

What you'll leave with:

• A framework for scoring AI opportunity across portfolio companies
• The PE plugin installed in your Claude account
• A portfolio AI adoption playbook ready to use