Private equity firms don't need more AI ideas. They need AI that actually works — inside the firm and across the portfolio.

The Private Equity AI Value Creation Playbook is a three-session virtual executive program for PE leaders who want to turn AI into real operating performance gains that strengthen valuation and exit outcomes.

At a Glance: The Three Sessions

• Session 1 — The AI Value Map (Wednesday February 18; 9-10am PST)
  Where AI creates real value inside the PE firm and across the portfolio — and where it doesn't
• Session 2 — Portfolio-Wide AI Execution (Wednesday March 4; 9-10am PST)
  How to implement AI at scale across companies without chaos, pilots, or burnout
• Session 3 — Durable AI Value Creation (Wednesday March 18; 9-10am PST)
  How to make AI adoption stick and translate execution into valuation and exit advantage

Drawing on 100+ hands-on implementations, this program distills the execution patterns that reliably create value — and eliminates the noise that doesn't.

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Run the PE firm itself faster and more efficiently using AI - Apply AI strategically to internal workflows such as diligence preparation, data room analysis, research, and reporting — reducing manual work and driving quality and efficiency.

Benchmark AI maturity across your portfolio - Deploy a tested, PE-specific AI maturity assessment across your portfolio and receive a complimentary analysis of current-state maturity, execution risks, and implications for scaling AI effectively using Cadre's PE Portfolio AI Maturity Index.

Adopt a repeatable AI execution model - Move beyond pilots to a structured, value-creation focused implementation approach that works across industries, leadership teams, and operating environments.

Strengthen valuation and exit narratives - Position both the firm and portfolio companies as leaders by driving more revenue, improving profitability, and building AI infrastructure designed to sustain advantage post-exit.

Investment: $5,000 per Firm — Unlimited Attendees

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For a flat fee of $5,000, firms may include:

• Any members of your PE firm (GPs, investment professionals, operating partners)
• Leadership from any portfolio companies (CEOs, COOs, functional leaders)
• As many participants as the firm wishes — no per-person fees

The investment includes all three sessions, recordings for registered participants, and direct access to Cadre’s senior leadership throughout the program.

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Program Structure

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• Three 60-minute live sessions (remote via Zoom)
• Delivered approximately two weeks apart
• Interactive discussions and Q&A throughout
• Facilitated by Cadre AI senior leadership
• Sessions recorded for registered participants