White Papers

By Hannah Darpoe, T’24 CDS Fellow

This paper explores the transformative potential of generative artificial intelligence (AI) and data analytics in revolutionizing private equity operations across the investment lifecycle. From deal sourcing and due diligence to portfolio management and exit strategies, AI-driven tools offer unprecedented opportunities to enhance efficiency, accuracy, and strategic decision-making.

Key insights include the use of AI to streamline investment evaluation, compress timelines for valuation modeling, and improve proprietary deal sourcing through advanced data processing. AI’s ability to synthesize large datasets enables firms to identify patterns, predict investment success, and focus on high-value strategic work. Additionally, the paper highlights the risks and considerations, such as ensuring data quality, managing potential portfolio company disruptions, and navigating the trade-offs of building in-house versus adopting external AI models.

Generative AI’s capacity to augment human expertise positions it as a critical enabler for private equity firms aiming to remain competitive while delivering superior returns. However, human judgment and relationship-building will continue to play a vital role in driving vision and achieving long-term success.

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Click here or the image below to watch Hannah’s research presentation