About this session

IR has quietly become the most labour-intensive function in a private capital firm. Every LP wants their own cut of the data, in their own template, on their own timetable. That is precisely the shape of work AI is good at, which is why IR is where most firms see their first genuine returns.

What we’ll cover

• Why IR broke first: how reporting bespoke-ness and LP service expectations built a workload no headcount plan can fix

• The four workflows worth automating: onboarding, capital calls and notices, quarterly reporting, and ad-hoc LP queries

• The answer library: why the highest-return AI project in IR is usually the approved, source-linked system of record a model draws on

• Accuracy, disclosure and control: preventing fabricated figures, keeping an audit trail, and what a human must approve

• What good looks like in twelve months: faster cycles, fewer errors, and senior IR time back on relationships

• Live Q&A

45 minutes including live Q&A. You’ll leave knowing which workflow to change first, and what to say to an LP who asks whether their data has been near an AI model.