AI Across Your Portfolio: A Playbook for PE Firms
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PE firms have a portfolio-wide AI opportunity. This session covers how to evaluate AI readiness across your investments and organise adoption across 10, 20, or 50 portfolio companies.
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About this webinar.
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
Agenda
What we'll cover
AI for Private Equity: Portfolio-Wide Acceleration
15 minutesCharlie demos the PE plugin for investment evaluation and walks through the portfolio AI adoption playbook
AI in the News
15 minutesLatest AI developments and releases from the past week
Q&A
30 minutesOpen forum for questions about your specific use cases
Total duration: approximately 30 to 45 minutes.
Your host
Charlie Cowan
Founder, Kowalah
Charlie hosts our Wednesday Webinars, sharing practical AI strategies and insights to help organisations accelerate their AI adoption. With deep experience in AI leadership and implementation, he gives executives and teams actionable guidance for navigating AI transformation.
Ready when you are
Reserve your spot.
Register for this Wednesday Webinar and we'll send your Zoom link.