AI for
Private
Equity
A hands-on program that equips investment, finance, and operations teams to put AI to work across the firm. This is a sample of the engagement e52 delivers.
Before the session
~1 HR · DO BEFORE TUE AMThe two days
Eight blocks · Sample agenda2:00
Foundations, compliance & prompting
Anchor demo: Big Idea Research
3:30
Claude in practice
Demos: Conference List Builder, One-Page Deal Overview
4:00
Partners breakout
Thesis sparring · IC memo pre-read · Market snapshot
5:00
AI-enabled workflows
Anchor demo: NDA Review (Core)
10:30
General training, Part 2
Anchor demo: Big Idea Research
11:30
Claude deep dive
Demo: NDA Review extended + saving a skill
12:00
Finance breakout
Anchor demo: Capital Activity Tie-Out
1:00
Office hours & skill library
Save-to-library walk-through · 30-day check-in
Demo materials
Five demos · available on requestConference List Triage
A 200-company exhibitor PDF, prioritized and CRM-aware. 4–5 hours → 12 minutes.
Big Idea Research
Subsector thesis to a polished one-pager — research and slide build in one pass. 2 days → 1 hour.
Deal One-Pagers
CIP in, 4-quadrant overview into the slide, conversational polish. 2 hours → 15 minutes.
NDA Review against Playbook
Every redline classified Accept / Fallback / Escalate, with Playbook citations. 30 min → 5 min.
Capital Call / Distribution Tie-Out
Capital call and distribution PDFs reconciled to the master tracker. 45 min → 10 min.