Balancing AI investment and risk in private equity value creation
For wealth professionals whose clients hold private equity exposure, the piece offers a portfolio-company operator's view of where AI spending and oversight are heading. It is framed around cost discipline and measurable impact rather than technology promises.
Summary
By the private equity & secondaries deskA video interview with Greg Kagelis, Head of AI/CPTO at Carnegie Dartlet, on how private equity firms are approaching AI investment in portfolio companies. The discussion covers why firms can no longer take a wait-and-see approach, how to prioritise AI spending without overspending, and the case for disciplined experimentation and measuring business impact. It also touches on how AI is shifting expectations for operating teams and portfolio company leadership, and the value of comparing notes with peers facing similar transformation work.
- Private equity firms face pressure to invest in emerging technologies while managing costs, risks and expectations for measurable returns.
- The interview argues firms can no longer afford a wait-and-see approach to AI.
- It discusses prioritising AI investments to avoid overspending, and disciplined experimentation with measured business impact.
- AI is changing expectations for operating teams and portfolio company leadership, with peer exchange cited as useful.
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