About this session

Private capital has never been an early adopter, and for the most part that caution has served the industry well. But something has changed. Over the last eighteen months, AI has moved into the operating core of real firms: drafting capital call notices and quarterly letters, answering LP due diligence questionnaires in hours, extracting terms from side letters and LPAs, reconciling portfolio company reporting, and monitoring compliance across jurisdictions. The firms doing this are simply the ones who started, and a gap is opening. When one GP answers an LP in a day and another takes three weeks, that difference becomes a fundraising problem.

Adopt or Die is a candid, vendor-neutral 45-minute session on what AI adoption actually looks like inside private capital firms today. We'll cover concrete use cases across investor relations, fund finance, compliance, and portfolio management, address the questions that stop most firms in their tracks (data security, LP consent, auditability), and set out where a firm with limited time and no dedicated technology team should start. If your partners, LPs, or board are asking what your firm is doing about AI, this session is designed to give you a defensible answer.

Agenda

• Welcome and framing: why the adoption gap is widening, and why it is now a commercial issue

• Where the industry actually is: an honest baseline, and the difference between AI experiments and AI in production

• Real-world use cases by function: IR and LP servicing, fund finance and administration, compliance and regulatory reporting, and diligence

• What goes wrong: the failure patterns we see repeatedly, from unclean data to pilots that never leave the pilot

• The hard questions: data security, LP consent, auditability, and where human accountability has to sit

• Starting from zero: a practical first-90-days plan for firms without a dedicated technology function

• Live Q&A: open floor