AI is moving from an investment theme to an operating and underwriting question for private-market managers. This session will examine how PE, growth and venture GPs are using AI in due diligence, underwriting and investment decisions; identifying disruption risk across existing portfolios; and deploying it across portfolio companies to improve productivity, revenues and margins. It will also look at how AI is changing the GP itself, from sourcing and research to portfolio monitoring and operating teams. For LPs, the question is becoming equally important: what should managers actually be able to demonstrate when they claim AI is part of their investment and value-creation edge? The discussion will separate experimentation from measurable impact and ask whether AI can ultimately translate into better companies, better exits and better returns.
