AI for PE & Alternative Investments

Frontier AI

Claude Fable 5: What Anthropic's Claude 5 Means for Private Equity

Anthropic's first Claude 5 model is here, at $10 and $50 per million tokens. A stronger model raises the ceiling on deal screening and portfolio monitoring. It does not fix the floor: reliability, data boundaries, and governance. Here is what to do about it.

June 9, 2026 Dr. Leigh Coney

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AI Infrastructure

NemoClaw: What NVIDIA's New AI Agent Platform Means for Private Equity

NVIDIA's NemoClaw adds enterprise security to OpenClaw AI agents. Run it on your own servers, with kernel-level sandboxing and privacy routing. Built for PE firms that want AI agents without exposing their data.

April 6, 2026 Dr. Leigh Coney

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Guides & Comparisons

Best AI Platforms for Deal Sourcing in PE 2026

How AI deal sourcing platforms stack up for PE firms. Covers thesis-aligned screening, CIM parsing, and market intelligence across manual, generic, PE-specific, and custom options.

April 3, 2026 Dr. Leigh Coney

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Guides & Comparisons

Best AI Solutions for Portfolio Monitoring 2026

Compare AI portfolio monitoring tools for PE firms. Live KPI tracking, alerts, and visibility across assets. Covers manual, BI, PE platforms, and custom options.

March 31, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

AI Due Diligence Providers Compared 2026

Three categories of AI DD providers: traditional firms adding AI, tech-focused specialists, and PE-specialist firms. Seven evaluation criteria and ten questions to ask.

March 28, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

Build In-House AI vs Hire External: What PE Firms Should Consider

The real math: 3-5 AI hires cost $1.2M-$2.4M a year and take 6-12 months to ramp up. External consulting starts at $8,500 with results in weeks. When each option makes sense.

March 24, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

Alternatives to Big 4 AI Advisory for Mid-Market PE

Why mid-market PE firms ($200M-$2B AUM) are underserved by Big 4 AI practices. The cost mismatch and what alternatives actually deliver.

March 21, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

Alternatives to McKinsey for AI Consulting in 2026

Why PE firms look beyond MBB for AI consulting. Covers boutiques, mid-tier firms, independent advisors, in-house teams, and platform vendors.

March 17, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

WorkWise vs Big 4 AI Consulting: An Honest Comparison

When the Big 4 makes sense and when a specialist firm fits better. Honest comparison across speed, cost, PE specialization, security, and whether people will actually use it.

March 14, 2026 Dr. Leigh Coney

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Evaluations & Comparisons

How to Choose the Right AI Consulting Partner for Your PE Firm

Eight evaluation criteria for selecting an AI consulting partner. What to look for, red flags to avoid, and questions to ask before signing. Includes comparison table.

March 10, 2026 Dr. Leigh Coney

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Guides & Comparisons

Best AI Governance Approaches for PE Firms 2026

PE firms need AI governance built around fiduciary duty, not generic enterprise compliance. Covers data privacy, model risk, regulators, and responsible AI.

March 7, 2026 Dr. Leigh Coney

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Guides & Comparisons

Top AI Use Cases for Family Offices 2026

Family offices are using AI for market intelligence, deal sourcing, portfolio monitoring, and consolidated reporting. Ranked by impact, effort, and how long it takes to pay off.

March 3, 2026 Dr. Leigh Coney

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Data & Research

AI for Private Equity: Complete Terminology Guide 2026

120+ AI terms PE firms, family offices, private credit, and independent sponsors run into. Grouped by deal intelligence, due diligence, portfolio monitoring, and more.

February 28, 2026 Dr. Leigh Coney

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Data & Research

AI in Private Equity: 50 Key Statistics for 2026

Statistics pulled from Stanford HAI, a16z, BCG, Bain, Andrew Ng, and others. Covers adoption rates, ROI, investment trends, and governance.

February 24, 2026 Dr. Leigh Coney

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Guides & Comparisons

Best AI Tools for Private Equity Due Diligence 2026

The best AI tool depends on what you're evaluating. Comparison table covering CIM analysis, financial spreading, market intelligence, legal review, and portfolio monitoring.

February 21, 2026 Dr. Leigh Coney

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Deal Intelligence

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

Deal sourcing AI platforms are changing how PE and alternative investment firms find, evaluate, and track deals. This guide compares the main categories (enhanced databases, deal flow platforms, and custom intelligence) to help you pick the right approach.

February 17, 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 changing how PE firms handle financial spreading. Weeks of manual data work turn into hours of AI-assisted analysis, with confidence scores and a human checking the results.

February 14, 2026 Dr. Leigh Coney 11 min read

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Deal Intelligence

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

Cut deal screening from 4+ hours per CIM to under 15 minutes with AI. A practical guide covering setup, security, and ROI for PE firms.

February 10, 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 sell context window sizes like horsepower. The research shows those numbers are misleading. A model claiming 200,000 tokens can start breaking down at 30,000. Here's what PE and alternative investment firms should know before rolling AI out across portfolios.

February 7, 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 gives a false sense of security. Here's how to build a practical framework (use case registries, tiered approvals, incident protocols) that protects portfolio companies and speeds up value creation.

February 3, 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 something important: a target company's "AI debt" versus its "AI potential." How to evaluate messy data, old workflows, and how ready the company is to automate. Find hidden value, or hidden liabilities, in your next deal.

January 31, 2026 Dr. Leigh Coney 6 min read

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AI Strategy

From Headcount to Throughput: Reframing the AI Conversation

How to move AI conversations away from cutting jobs and toward helping the investment committee decide faster.

January 27, 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) turns thousands of past deal memos and research notes into a searchable edge 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 keep multiplying, but most operating partners have no clear way to evaluate them. This framework helps you compare horizontal, vertical, and custom AI 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

How PE-backed companies can tie AI work to EBITDA normalization, margin expansion, and enterprise value, not just 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. Deal sourcing, due diligence, portfolio monitoring, investor reporting. Includes a tiered framework for picking the ones that pay off fastest.

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 (where your data is never stored) is no longer optional for firms handling sensitive deal data and portfolio financials. What it actually means, how to check vendor claims, and why how it's built matters more than the marketing.

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 quarterly reporting, from pulling in the data to writing the narrative. 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-part framework for evaluating a target company's AI readiness during due diligence. Covers data, workflows, tech stack, team 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

Live financial and operational data across portfolio companies. Replaces the mess of spreadsheets and late reports most fund operations run on.

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 are the next step beyond chatbots and copilots. How autonomous multi-step workflows change due diligence, deal sourcing, and portfolio monitoring, and what you need in place to trust them.

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. Fund-level policy down to use-case governance, with a practical rollout plan.

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 security, context, and compliance high-stakes work demands. Why AI built for the job, where your data is never stored, 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 autonomous agents that hold up in financial due diligence. Technical architecture and real-world limits.

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. Threats to status, disrupted workflows, and office politics. How to plan for the people side, including invisible integration and building trust.

June 15, 2025 Dr. Leigh Coney 3 min read

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