AI for Private Equity Firms - Maximizing Portfolio Company Valuations with AI Agents and Automations

From the Author of "Untangling AI - Driving Business Success with Enterprise Automation and AI Agents"
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

$997/ seat

1-50 participants

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Target Audience

Who is this workshop for?

This workshop is designed for specific audience segments who will benefit most from the content

Private Equity Principals and Portfolio Managers and their Portfolio Company Leaders

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

Learning Outcomes

What You'll Master

Gain practical skills and knowledge you can apply immediately

Session 1 of 4 - THE NEW AGE OF BUSINESS – AI Sweet Spot

1.0 The Future is here
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

Session 2 of 4 - STRATEGY & PEOPLE

STRATEGY
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

Session 3 of 4 - TECHNOLOGY

3.1 The New Language Business - Level Up Your Tech Vocab
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

Session 4 of 4 - EXECUTION & Next Steps

EXECUTION
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

Upcoming Sessions