For private equityAI judgment for your operators, AI fluency across your portfolio.
AI training for private equity portfolio companies, for funds that want AI in the value-creation plan. In one day, 8–15 operators from across your portfolio learn to judge AI and leave with a use-case backlog for their own company. Over the next five months we build the skills to deliver it inside the companies you choose. You get one report your investment committee can read. Built for firms with 4–20 portfolio companies.
- +44% average knowledge lift
- 8 qualified use cases in one day
- every participant improved
- For
- PE partners, operating partners, value-creation teams, portfolio CEOs
- Format
- Cross-portfolio day (Leadership AI Fluency), impact report, then rollout (Working AI Fluency) inside the companies you choose
- Duration
- One day, then rollout over months 2–6
- Group size
- 8–15 senior operators from across the portfolio
- Delivery
- In person across India; live online worldwide
- Measurement
- Knowledge lift, a use-case backlog and named AI champions for each company, in one impact report
- Price
- Quoted per organisation
What operating partners ask us first.
Where will AI move EBITDA in each company, and when?
Which AI opportunities in each company are worth funding?
Who will own AI inside each portfolio company?
What do we show the investment committee and LPs at the next quarterly review?
Four phases, one partner.
01
Discovery
A confidential call with the operating partner, a portfolio briefing and a short survey of participants.
02
The cross-portfolio day (Leadership AI Fluency)
8–15 senior operators from across the portfolio. Hands-on, about 70% building, with live use-case discovery for each company.
03
Impact report
For each company: the use cases worth funding, each with an owner and a first step, plus knowledge lift and named AI champions, written for the investment committee and LPs.
04
Rollout, months 2–6 (Working AI Fluency)
Workshops and the self-paced programme inside the companies you choose, champion mentoring, train-the-trainer and quarterly operating-partner check-ins.
What the fund walks away with.
- A quantified use-case backlog for each portfolio company, found with the operators who will own it.
- AI champions named in each company.
- A confidential impact report for the investment committee and LPs.
- Cross-portfolio learning: operators from one sector learn from another in the same room.
- Foundational AI fluency for teams in the companies you choose.
A fixed fee for the cross-portfolio day and report, agreed with the fund. Rollout is priced per company from one rate card, agreed once, so each company can start without a new negotiation.
Data and security
Workshops use anonymised or sample tasks, and nothing connects to your systems. Data and security →
FAQ
Each of my portfolio companies is in a different industry. Does one programme work?+−
Yes. AI judgment applies across sectors, and use-case discovery runs company by company. Learning across sectors is part of the value.
Why training rather than hiring AI consultants for each company?+−
Consultants deliver projects. This gives each company the people to choose the right projects, brief the consultants and run what they build.
My portfolio CEOs are stretched. Will they give us a day?+−
It is one day, and they leave with something they can use the next morning: a use-case backlog for their own company. The rollout is paced around each company.
How do I use this with LPs?+−
The impact report gives measured knowledge lift, the use-case backlog and named champions per company, written for an investment committee or LP update.
We want deeper AI integration, not just a workshop.+−
The day and the report show where integration pays off first. The rollout builds the capability in each company to deliver it, and we help scope the first pilots.
Has this been done before?+−
Yes, with a PE group across real estate, manufacturing and food retail: +44% average knowledge lift and 8 qualified use cases in one day.
Is each company's information kept separate?+−
Yes. Each company's use-case work stays with that company and the fund. In the shared day, operators discuss patterns, not numbers. We sign an NDA with the fund and with each company in the rollout.
Does this fit a 100-day plan for a new acquisition?+−
Yes. A leadership session inside the first 100 days hands its use-case backlog to the value-creation plan.
Talk to us about your portfolio.
A confidential 30-minute conversation with a practitioner about your portfolio mix. We'll suggest how to shape the day. No deck, no pitch.