How AI-driven tools can enhance teamwork, streamline insights, and drive post-acquisition success.
Unlike the highly leveraged transactions of the 1980s, today’s private equity firms rely more on operational improvements to drive returns, much like strategic investors.
This shift has led private equity firms to structure their teams differently than they did 20 years ago. There is now more operational and functional expertise in-house, not only to guide the diligence process but also to drive value creation.
As a result, more people than ever need access to diligence insights.
The Growing Demand for Diligence Access
From my discussions with investors:
- Private equity professionals typically have at least 20 team members requiring access to diligence data.
- Large corporates often need 50-100+ individuals to access at least a subset of diligence findings.
These roles span integration teams, growth teams, internal legal teams, functional and sector specialists, and more.
Yet, without a robust AI-driven, CRM-like platform for diligence, critical data remains buried in static PDF reports, accessible only to a handful of team members close to the data source.
The Need for Efficiency and Instant Access
Investors today demand efficiency and instant access to insights, whether through
- Interactive dashboards
- AI co-pilots
- AI-generated reports & solutions
One investor put it best: "Seamless collaboration between internal teams and external advisors is more critical than ever in the diligence process." Yet, most insights uncovered in diligence are never actioned.
The first 100 days following an acquisition are critical. Ensuring diligence findings translate into actionable execution is the key to delivering real value.
We created an AI-generated image to capture what deal team members feel like when advisors email them their DD reports.
Let's discuss - what are your thoughts on this?
