Hands-on Clinic
AI for PE & M&A
Accelerate diligence, streamline portfolio reporting, and unlock AI-driven value creation plays. Tailored for PE firms, Corp Dev teams, and portfolio leaders.
Note: This is a hands-on session for deal & ops teams—live workflows, templates, and a practical playbook.
For fund-level positioning and portfolio roadmap, see the
PE Strategy Briefing.
What it is
A focused half-day where we demonstrate and tailor practical AI workflows for diligence and portfolio ops. Expect case-based discussion and concrete artefacts you can reuse across deals.
Target audience
PE Investment Professionals
Corporate Development / M&A
Portfolio Company Leaders
Buy-side / Sell-side Advisors
Problems it solves
- Slow, manual, and expensive diligence cycles.
- Portfolio reporting that lacks speed, drill-down, and comparability.
- Generic value-creation plans not tied to data or execution.
- Hard to maintain edge in competitive M&A processes.
Learning outcomes
- Identify AI-driven efficiency and growth levers in portfolio ops.
- Design a repeatable AI playbook for diligence and 100-day plans.
- Use AI for document review, red-flag detection, and CIM drafting.
- Automate portfolio monitoring with KPI dashboards and alerts.
Outputs: DealReady workflow designs for diligence and portfolio monitoring, a draft value-creation playbook,
and IC-ready bullets you can adapt per deal.