What should AI consulting for PE firms include?
At minimum, five things: an assessment of where AI fits your workflow, a financial model showing expected ROI, a technical architecture that meets fiduciary security requirements, an implementation plan with timelines, and a plan for getting your team to actually use what gets built.
Many firms deliver the first three and skip the last two. That is why most AI projects stall at 20% adoption. The technology works fine. The team just never changes how they work. If your consultant has no plan for getting analysts, associates, and partners to use the tool every day, you are buying expensive software that collects dust.
We build adoption into the system from the start. That is the difference between a tool your team uses and one your team ignores.