A tailored workshop on research, deal sourcing, due diligence, risk and AI-supported decision-making.
8.8/10
Project at a glance
Organisation
Value4Capital
Format
Tailored workshop
Area
Private equity
01
Starting point
Value4Capital wanted to analyse both the opportunities and the risks associated with AI in investment processes and the day-to-day work of portfolio companies.
02
Goal
Show how AI can support deal sourcing, due diligence, risk assessment, work with portfolio companies and management, without requiring participants to have technical skills.
What we worked on
01
The AI tools landscape
Current tools, their capabilities and examples from business and finance.
02
Deal sourcing and due diligence
General and specialist tools supporting investment research.
03
Risk management
Analysis of company data, market trends and industry reports to identify potential risks.
04
Decision-making and management
Support for strategic decisions, forecasting and complex management processes.
What changed
✓Participants valued the depth of the material and the workshop’s practical format.
✓Discussions about the direct application of AI in investment processes were particularly valuable.
✓After the workshop, the team began planning to implement selected tools.
More completed projects
We start every programme with the team’s real work, not a one-size-fits-all presentation.
