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Artwork for AI Pathfinder for Private Equity Podcast

AI Pathfinder for Private Equity Podcast

Steve Budd
Artificial Intelligence
Private Equity
Prosapient
Generative AI
CBPE
Data Governance
Deal Origination
Kluster
Private Markets
Giantkelp
Ringstone
AI Governance
Seecon
Financial Due Diligence
Mergers and Acquisitions
Data Quality
Filament Syfter
EU AI Act
Hyperscalers
Intellectual Property

I'm on a mission to guide private equity from AI uncertainty to empowerment by building a network for successful AI adoption. It's giving me firsthand access to PE leaders and experts across the AI value chain.

PublishesTwice monthlyEpisodes23Founded2 years ago
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ManagementBusiness

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Artwork for AI Pathfinder for Private Equity Podcast

Latest Episodes

Steve Budd speaks with Zuzana Manhart, Portfolio Manager for Data and AI at CBPE, about how the AI operator role has grown from solving narrow technical problems to shaping strategy across a portfolio. Zuzana explains where quick wins are landing, wh... more

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In this episode of the AI Pathfinder for Private Equity podcast, host Steve Budd speaks with Aris Valtazanos, Head of Data and Analytics at Oakley Capital, about navigating AI across a diverse portfolio of 30-40 companies. Aris shares his journey fro... more

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In this episode of the AI Pathfinder for Private Equity podcast, host Steve Budd speaks with John Gunn, Lead Data Science and AI at IK Partners, about building the AI operator role from scratch. John shares his journey from mechanical engineering thr... more

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Summary

David Whitcombe (Founder & Managing Director, Data Vision Services) explains what it takes for private equity-backed businesses to move beyond “AI as a chatbot” and start embedding it into day-to-day workflows. We discuss why the real bottle... more

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Recent Guests

Zuzana Manhart
Portfolio Manager for Data and AI at CBPE
CBPE
Episode: Zuzana Manhart: Break Workflows, Build Foundations
Aris Valtazanos
Head of Data and Analytics at Oakley Capital
Oakley Capital
Episode: Aris Valtazanos: Start with the Pain Point, AI Isn't Always the Answer
John Gunn
Lead Data Science and AI at IK Partners
IK Partners
Episode: John Gunn: The AI Maturity Gap is Your First-Mover Advantage
David Whitcombe
Founder and MD at Data Vision Services
Data Vision Services
Episode: David Whitcombe: Exit Prep Is Now AI Readiness - Why PE Needs to Start Earlier
Maria Bruun
Founder and CEO of Seecon
Seecon
Episode: Maria Rosenstand Bruun: How AI Could Reshape Financial Due Diligence in Mid-Market Deals
Graeme Cox
Founder and CEO of Attercop
Attercop
Episode: Graeme Cox & Sarah Clarke: AI Governance as the Strategic Enabler
Sarah Clarke
Attercop's governance expert
Attercop
Episode: Graeme Cox & Sarah Clarke: AI Governance as the Strategic Enabler
Eleanor Hobson
Partner at Kemp IT Law, boutique tech and data law practice
Kemp IT Law
Episode: Eleanor Hobson: The AI Liability Squeeze for Portfolio Companies
Brian Briggs
Managing Director of EMEA at RingStone
RingStone
Episode: Brian Briggs: Diligence in the Era of AI

Host

Steve
Host of the AI Pathfinder for Private Equity Podcast

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Talking Points

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Graeme Cox & Sarah Clarke: AI Governance as the Strategic Enabler
Q: Is this something you feel a PE firm should mandate across their portfolio?
Yes. PE firms should require a baseline governance framework across portcos to see how AI risk is managed, with standardized data and evidence of governance to inform investment decisions and protect value across the portfolio.
Maria Rosenstand Bruun: How AI Could Reshape Financial Due Diligence in Mid-Market Deals
Q: What parts of the workflow can be automated well with AI, and which parts require human judgment?
Automation handles data extraction and initial analysis; AI identifies outliers and patterns, but human input is needed for context and commercial judgment to explain why numbers move.
Maria Rosenstand Bruun: How AI Could Reshape Financial Due Diligence in Mid-Market Deals
Q: Could you go into a little bit more detail on the most painful, inefficient parts of the DD process for the deal teams?
The data gathering is the core pain point, with long request lists, back-and-forth, and high risk of human error; automating data extraction and structuring can cut time and improve reliability.
Aris Valtazanos: Start with the Pain Point, AI Isn't Always the Answer
Q: Do you feel that PE has an increasing sense of urgency around AI and its adoption across portfolios?
He notes that urgency has grown in the last two to three years, especially with generative AI, and emphasizes tailoring approaches to fund characteristics and portfolio needs rather than a one-size-fits-all solution.
Aris Valtazanos: Start with the Pain Point, AI Isn't Always the Answer
Q: What point did Private Equity come onto your radar? And what made Oakley the right move for you?
Aris explains his journey from academia into consulting and PE, highlighting how his background in robotics and data analytics led him to Oakley as an in-house data and analytics resource for portfolio companies.

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Frequently Asked Questions About AI Pathfinder for Private Equity Podcast

What is AI Pathfinder for Private Equity Podcast about and what kind of topics does it cover?

This show concentrates on how private equity firms adopt and scale AI across portfolios, with a strong emphasis on data foundations, governance, and practical workflows. Episodes frequently center on in-house AI operator roles, AI-enabled deal origination, governance and risk management, and the evolution of AI-driven decision-making within portfolio companies. A notable throughline is turning AI curiosity into tangible, measurable value through repeatable playbooks, pilots, and living AI capabilities embedded in portfolio operations. The conversations often feature practitioners and legal/tech experts who translate complex AI concepts into actionable strategies for PE professionals, making it valuable for listeners seeking concrete framewo... more

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1. All-In with Chamath, Jason, Sacks & Friedberg

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AI Pathfinder for Private Equity Podcast launched 2 years ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on AI Pathfinder for Private Equity Podcast?

Recent guests on AI Pathfinder for Private Equity Podcast include:

1. Zuzana Manhart
2. Aris Valtazanos
3. John Gunn
4. David Whitcombe
5. Maria Bruun
6. Graeme Cox
7. Sarah Clarke
8. Eleanor Hobson

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