lyr3: AI, PE and Change
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Read→Half of Lower-Middle-Market PE Firms Have No Visible AI Strategy
No AI roles open. No AI or digital staff. No AI value creation. No recognition of AI at all. That this described half of the firms in our research was surprising.
Your Data Is Your AI Advantage, Keep it
Satya Nadella's latest essay is getting a lot of buzz. For the middle market, it oversells the problem to pitch the fix.
Weekend Listens: Three podcasts for your weekend PE listening pleasure
#Private Equity is Coming For Your 401(k) — Private Equity Funcast, Jul 1 Ted Seides and PitchBook's Nizar Tarhuni on the push to open retail 401(k)s to private assets. The upside, the real risks, and why "democratizing" private equity is harder than the headlines suggest. Blunt and data-backed. #What LPs Are Looking for in Defence-Related PE Strategies — Private Equity Spotlight (PEI), Jul 2 PEI's Adam Leigh on the money rushing into defence and security. How LPs are underwriting the theme, where the real opportunity sits, and where it is just a hot label. How Opendoor, Datadog, and PwC Are Using AI in Finance — Run the Numbers, Jul 2 #Finance leaders on what AI actually does in the numbers function today. No hype. Practical: what to build, what to buy, and why waiting keeps getting more expensive.
AI Impact from the Ops seat
The AI headlines are about models, operators talk impact. The impact of AI extends beyond just numbers, it raises a fundamental question, how many people does it take to run a company.
Every CIM Says AI Now
On a recent Private Equity Funcast, ParkerGale partners Devin Mathews and Jim Milbery spent an episode on a problem every middle-market buyer now shares. Every CIM that crosses the desk claims AI.
$33 in incremental AI Spend
That's what it costs to run a full AI B2B marketing engine for a client right now. Content for LinkedIn. Email. Blog. SEO. Targeting and Pipeline prep for the sales team.
AI is finally giving us the intranet we were promised
In November 1998, two equity analysts at Merrill Lynch described the future of work in a single sentence. Christopher Shilakes and Julie Tylman were not futurists or vendors with something to sell.
AI Is Rewriting the PE Playbook
For years, when private equity talked about technology, it talked about cost. Squeeze the back office. Consolidate the stack. Expand the margin. Listen to how PE leaders talk about AI now and you hear something different. Something more existential.
On-Demand Apps from LI
Traditional software is built for thousands of people. That means it fits no one perfectly. AI enables software with an audience as small as one.
Let’s figure out what AI
actually looks like for you
No pitch deck. A conversation about your portfolio, your thesis, and whether I can move the numbers.
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