Strategic Insights on AI for Financial Services

Deal Intelligence

AI Deal Sourcing Tools Comparison: Best AI for Deal Flow in 2026

Deal sourcing AI platforms are reshaping how PE and alternative investment firms identify, evaluate, and track investment opportunities. This guide compares the major categories—enhanced databases, deal flow platforms, and custom intelligence—to help you choose the right approach.

March 4, 2026 Dr. Leigh Coney 14 min read

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Deal Intelligence

AI for EBITDA Analysis: How PE Firms Automate Financial Spreading

AI EBITDA analysis is transforming how PE firms approach financial spreading—turning weeks of manual data normalization into hours of AI-assisted analysis with 95%+ accuracy on structured data extraction.

February 28, 2026 Dr. Leigh Coney 11 min read

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Deal Intelligence

How to Speed Up Deal Screening with AI: A PE Guide

Reduce deal screening time from 4+ hours per CIM to under 15 minutes with AI-powered analysis. A practical guide covering implementation, security, and ROI for PE firms.

February 24, 2026 Dr. Leigh Coney 10 min read

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AI Strategy

The Context Window Illusion: What PE Firms Need to Know About AI Reliability

AI vendors market context window sizes like horsepower ratings. The research shows these numbers are deeply misleading—models claiming 200,000 tokens may degrade at 30,000. Here's what PE and alternative investment firms need to understand about AI reliability before deploying across portfolios.

February 19, 2026 Dr. Leigh Coney 12 min read

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AI Governance

AI Governance for Portfolio Companies: Beyond the Compliance Checkbox

Compliance-driven AI governance creates a false sense of security. Learn how to build a practical governance framework—use case registries, tiered approval processes, incident protocols—that protects portfolio companies while accelerating AI-driven value creation.

February 13, 2026 Dr. Leigh Coney 7 min read

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Due Diligence

The "AI-Diligence" Gap: Why Standard Due Diligence Is No Longer Enough

Standard due diligence misses a critical dimension: a target company's "AI debt" vs. its "AI potential." Learn how to evaluate messy data, outdated workflows, and automation readiness to uncover hidden value—or hidden liabilities—in your next acquisition.

February 6, 2026 Dr. Leigh Coney 6 min read

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AI Strategy

From Headcount to Throughput: Reframing the AI Conversation

How to shift AI adoption discussions from threatening job replacement to accelerating investment committee velocity and decision throughput.

January 30, 2026 Dr. Leigh Coney 5 min read

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Knowledge Management

Unlocking Trapped Intelligence: Activating the "Collective Brain" in Global Investment Firms

How Semantic Knowledge Retrieval (RAG) transforms thousands of past deal memos and research into a searchable, synthesized competitive advantage for global investment firms.

January 23, 2026 Dr. Leigh Coney 5 min read

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AI Strategy

AI Tools for Private Equity: A Decision Framework for Operating Partners

AI tools for PE firms are proliferating, but most operating partners lack a structured framework for evaluation. This decision framework helps you assess horizontal, vertical, and custom AI solutions across your portfolio.

January 19, 2026 Dr. Leigh Coney 10 min read

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AI Strategy

EBITDA and AI: Moving from Efficiency Gains to Enterprise Value

Learn how PE-backed companies can link AI implementation directly to EBITDA normalization, margin expansion, and enterprise value creation beyond simple cost savings.

January 16, 2026 Dr. Leigh Coney 3 min read

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AI Strategy

AI Use Cases in Private Equity: Where to Start and What to Avoid

A practical guide to AI use cases across the PE deal lifecycle—from deal sourcing and due diligence to portfolio monitoring and investor reporting. Includes a tiered framework for prioritizing high-ROI deployments.

January 12, 2026 Dr. Leigh Coney 11 min read

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AI Security

Zero Data Retention AI: What Financial Services Firms Need to Know

Zero data retention AI is no longer optional for firms handling sensitive deal data and portfolio financials. What it actually means, how to evaluate vendor claims, and why architecture matters more than marketing language.

January 5, 2026 Dr. Leigh Coney 9 min read

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Portfolio Operations

AI for Investor Reporting: How PE Firms Are Automating LP Updates

How AI automates the quarterly reporting pipeline—from data ingestion and normalization to performance attribution and narrative generation. Real numbers on the 75% time reduction claim.

December 29, 2025 Dr. Leigh Coney 9 min read

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Due Diligence

How to Evaluate AI Readiness During Due Diligence

A five-dimension framework for evaluating target company AI readiness during acquisition due diligence. Covers data infrastructure, workflow digitization, technology stack, organizational capability, and governance.

December 22, 2025 Dr. Leigh Coney 10 min read

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Portfolio Operations

AI Portfolio Monitoring for Private Equity: Beyond the Spreadsheet

Real-time financial and operational intelligence across portfolio companies, replacing the patchwork of spreadsheets and delayed reporting that plagues most fund operations.

December 15, 2025 Dr. Leigh Coney 10 min read

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AI Strategy

AI Agents for Private Equity: What Operating Partners Need to Know

AI agents represent the next evolution beyond chatbots and copilots. How autonomous multi-step workflows transform due diligence, deal sourcing, and portfolio monitoring—and the trust architecture they require.

December 8, 2025 Dr. Leigh Coney 10 min read

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AI Governance

AI Governance for Portfolio Companies: A Practical Framework

A three-layer governance model for PE funds managing AI risk across multiple portfolio companies. From fund-level policy to use-case governance, with a practical implementation roadmap.

December 1, 2025 Dr. Leigh Coney 10 min read

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AI Strategy

Why Generic AI is a Liability in High-Stakes Settings

Generic AI tools lack the data security, contextual awareness, and compliance rigor required for high-stakes business environments. Discover why bespoke AI with zero-retention architecture is essential for PE firms, family offices, private credit funds, and independent sponsors.

November 20, 2025 Dr. Leigh Coney 3 min read

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AI Engineering

Engineering Autonomous Agents for Due Diligence

Multi-agent orchestration, state management, and verification patterns for building production-grade autonomous agents in financial due diligence. Technical architecture and real-world constraints.

August 12, 2025 Dr. Leigh Coney 3 min read

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Change Management

The Human Variable: Why AI Projects Fail Without a Behavioral Strategy

Why 70% of AI projects fail: status threat, workflow disruption, and organizational dynamics. Behavioral design strategies for AI adoption including invisible integration and trust-building.

June 15, 2025 Dr. Leigh Coney 3 min read

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