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AI in Private Equity: Practical Use Cases, Case Studies, & Lessons Learned

Explore real-world AI use cases and lessons learned from PE firms and portfolio companies.

Artificial intelligence (AI) is transforming the private equity industry, creating new opportunities to enhance sourcing, diligence, portfolio operations, and value creation. But with rapid adoption comes an important question: where is AI delivering meaningful results today?

In this session, Forvis Mazars brings together leaders from Trinity Hunt Partners, Arsenal Capital Partners, and POLYWOOD to share practical insights and real-world experiences using AI across the investment lifecycle. The discussion moves beyond the buzzwords to explore tangible use cases, lessons learned from implementation, and strategies for integrating AI into everyday workflows.

Watch the recording to hear how private equity firms and portfolio companies are approaching AI adoption, prioritizing investments, and navigating both the opportunities and challenges of this rapidly evolving technology. Gain actionable insights to help your organization identify high-impact use cases and drive measurable business outcomes.

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Speakers

  • Mike Fried, Forvis Mazars (Moderator)
  • Flavio Souza, Ph.D., Trinity Hunt Partners
  • Jeff Christensen, Arsenal Capital Partners
  • Benjamin Spiegel, POLYWOOD

How Forvis Mazars Can Help

Our professionals cross multiple service lines to help private equity firms, investment funds, and their portfolio companies meet their needs in a fast-paced market. For additional insights, please visit our Private Equity page. If you have any questions or need assistance, please reach out to a professional at Forvis Mazars.

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