The AI Value Creation Playbook for Private Equity
How Leading PE Firms Use AI to Run Leaner, Scale Faster, and Drive Valuation
- Three virtual sessions built for senior PE executives and portfolio company leaders
- Includes PE Portfolio AI Maturity Index for portfolio-wide assessment
- Turn AI into operating performance gains that strengthen valuation and exit outcomes
The AI Value Creation Playbook for Private Equity
Event Overview
Private equity firms don't need more AI ideas. They need AI that actually works — inside the firm and across the portfolio.
The Private Equity AI Value Creation Playbook is a three-session virtual executive program for PE leaders who want to turn AI into real operating performance gains that strengthen valuation and exit outcomes.
At a Glance: The Three Sessions
- Session 1 — The AI Value Map (Wednesday February 18; 9-10am PST)
Where AI creates real value inside the PE firm and across the portfolio — and where it doesn't - Session 2 — Portfolio-Wide AI Execution (Wednesday March 4; 9-10am PST)
How to implement AI at scale across companies without chaos, pilots, or burnout - Session 3 — Durable AI Value Creation (Wednesday March 18; 9-10am PST)
How to make AI adoption stick and translate execution into valuation and exit advantage
Drawing on 100+ hands-on implementations, this program distills the execution patterns that reliably create value — and eliminates the noise that doesn't.
What You'll Gain
Run the PE firm itself faster and more efficiently using AI - Apply AI strategically to internal workflows such as diligence preparation, data room analysis, research, and reporting — reducing manual work and driving quality and efficiency.
Benchmark AI maturity across your portfolio - Deploy a tested, PE-specific AI maturity assessment across your portfolio and receive a complimentary analysis of current-state maturity, execution risks, and implications for scaling AI effectively using Cadre's PE Portfolio AI Maturity Index.
Adopt a repeatable AI execution model - Move beyond pilots to a structured, value-creation focused implementation approach that works across industries, leadership teams, and operating environments.
Strengthen valuation and exit narratives - Position both the firm and portfolio companies as leaders by driving more revenue, improving profitability, and building AI infrastructure designed to sustain advantage post-exit.
Event Format
Investment: $5,000 per Firm — Unlimited Attendees
For a flat fee of $5,000, firms may include:
- Any members of your PE firm (GPs, investment professionals, operating partners)
- Leadership from any portfolio companies (CEOs, COOs, functional leaders)
- As many participants as the firm wishes — no per-person fees
The investment includes all three sessions, recordings for registered participants, and direct access to Cadre’s senior leadership throughout the program.
Program Structure
- Three 60-minute live sessions (remote via Zoom)
- Delivered approximately two weeks apart
- Interactive discussions and Q&A throughout
- Facilitated by Cadre AI senior leadership
- Sessions recorded for registered participants
Facilitators
Keith Jensen is President of Cadre AI, bringing 20+ years scaling PE-backed tech and healthcare companies with expertise in data-driven marketing strategy, demand generation, and growth operations. He specializes in building full-funnel growth systems that connect marketing execution directly to revenue and operational outcomes. Keith has led transformation initiatives across private equity portfolios, including attribution frameworks, demand engines, and team structures designed for repeatable scale. He operates as both an executive leader and hands-on operator, focused on clarity, accountability, and measurable results.
Riley Stricklin is Founder & Chief Strategy Officer at Cadre AI, bringing a decade of entrepreneurial experience from co-founding and scaling Lume Cube to over $100M in lifetime revenue before a successful exit. He specializes in AI strategy design, workflow automation, and helping companies bridge the gap between strategy and execution to solve real business problems with AI. A leading voice in AI transformation and leadership education, Riley delivers keynotes and executive workshops nationwide. His work at Cadre focuses on helping organizations understand, strategize, and implement AI in ways that increase EBITDA, improve productivity, and create lasting competitive advantage.
Who Should Attend
- General Partners and Managing Directors
- Operating Partners leading value creation
- Portfolio company CEOs and COOs
- Investment professionals involved in diligence and exit planning