2024 Insight Survey:
Advancing Portfolio Monitoring in Private Equity Firms
This survey aims to explore the current landscape of portfolio monitoring within private equity firms. Your insights will contribute to a comprehensive industry research report on portfolio monitoring practices and the future outlook in 2024.
- Confidentiality and Anonymity: Your participation in this study is completely anonymous, and all data collected will be kept strictly confidential. Your responses will be aggregated with those of other participants, ensuring that individual responses cannot be identified.
- Time Commitment: The survey will take approximately 2 minutes to complete. We understand that your time is valuable, and we greatly appreciate your contribution.
- Valuable Insights: By participating in this study, you will contribute to the development of industry knowledge and gain access to the findings, which will provide you with valuable insights into the current challenges, opportunities, and potential of AI-driven approaches in value creation within private equity portfolio companies.
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- Insights
- Media & News
- Unlocking Growth
- What's New
- Whitepapers
- Filter By
- Insights
- Media & News
- Unlocking Growth
- What's New
- Whitepapers
AI in Private Equity: Progress, Pitfalls, and What Comes Next
Artificial intelligence has moved rapidly from hype to reality in private equity. AI is the engine. But without high-quality data as fuel, it can’t deliver value.
A recent article in Private Equity International highlighted just how quickly this shift is happening. The majority of GPs now rank AI as a top strategic priority, citing benefits such as efficiency gains, better data and reporting, improved decision-making, and stronger risk management. LPs are also beginning to explore practical use cases in areas like portfolio monitoring, deal sourcing, and performance analysis.
PE’s are Ditching Rigid Tools for
Flexible, System-agnostic Data Infrastructure.
Your competitive edge isn’t built on what systems your portcos use. It’s built on how fast you can turn their data — any data — into action.
Portfolio Monitoring Templates Are Fine…Until They’re Not
Templates will always feel safe. But insights don’t live in Cell F29.
Modern PE funds are moving beyond templated reporting for faster, clearer, more actionable insights.
