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AI for Private Equity Firms - Maximizing Portfolio Company Valuations with AI Agents and Automations
Delivered live, virtually over 4 x 90min Sessions
The workshop includes:
*30 Days Access to the REA.pro no/low code AI Agent builder
*30 Days Access to Command Room AI
4 Powerful AI Agents worth thousands in value impact
No sessions available
No sessions scheduled yet. Request one and we'll notify you when it's available!
What you'll master
This workshop doesn't just stop when the presentation ends
Delivered live, virtually over 4 x 90min Sessions
The workshop includes:
*30 Days Access to the REA.pro no/low code AI Agent builder
*30 Days Access to Command Room AI
4 Powerful AI Agents worth thousands in value impact
1
Session 1 of 4 - THE NEW AGE OF BUSINESS – AI Sweet Spot
1.1 Makers, Watches and Blamers - Compounding Impact of AI
1.2 The Org chart of the Future - From Leading People to Leading the Machines
1.3 Where to untap and Measure Business Valuation Impact with AI Agents & Automations
1.4 Digital Team Mates – AI Agent 101 for Business Leaders
1.5 How AI Agents are built
1.6 The AI Sweet Spot - the framework for AI Agent implementations that deliver ROI
2
Session 2 of 4 - STRATEGY & PEOPLE
2.1 Understanding if your portfolio companies are ready for AI transformations - The AI Agility Check
2.2 The two paths for Portfolio Companies - Radical Disruption AND Deep Optimization
2.3 Portfolio Company AI Strategy Execution Roadmaps (Fundamentals)
2.4 High Trust Communication Campaigns - - Ethics, Privacy, Security
PEOPLE
2.5 The Culture Fundamentals for Portfolio Companies to Drive Innovation Success
2.6 Why cutting employees is not the answer – Jevon’s Paradox and why orchestration with HITL is the future
2.5 AACCE 5 Key Skills To Hire and How to Nurture Them From Within
2.6 The new department all Portfolio Companies need and the AI talent bench of the future
3
Session 3 of 4 - TECHNOLOGY
3.2 Letting Go of Past Legacy, Getting Future Ready - Software Readiness Audit
3.3 Data Mess to Data Success - The Data Readiness Audit
3.4 Build Session – Creating AI Agents that move the needle
4
Session 4 of 4 - EXECUTION & Next Steps
4.1 Current Vs Future State – End in Mind Process Mapping
4.2 Taking Command – Your AI Command Room & The DDDEEE Framework™ for AI Implementation
4.3 The Power of Your Voice – Capturing every problem and converting to AI Agents
4.4 Playing to WIN - Managing Change Through Gamification (OKR’s)
4.5 Get it Done! The Power of Deep Work
NEXT STEPS – Playing to WIN
4.6 What’s next
4.7 Action planning checklist
Who is this workshop for?
Designed for AI-aligned teams
The leaders who win the next decade will be those who understand how to strategically deploy AI—not as a buzzword, but as a force multiplier for people, productivity, and profit. This workshop gives private equity portfolio managers and executives a clear, actionable blueprint for AI adoption: from strategy and culture, to technology and execution. You’ll learn how to create transparency on AI implementations that drive productivity and profitability to increase business valuations.
In 4 x 90min Sessions, you’ll gain the clarity, confidence, and capability to engage with your portfolio companies to fast track AI transformation
Upcoming sessions
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