The Operational Playbook to Drive Real PE Alpha with Data & AI
What If Your Portfolio’s Hidden Value Isn’t in the Financials—But in the Friction?
Date: July 17th
Time: 11am
Format: Virtual
*Limited to 100 Seats to Ensure Live Q&A Quality
Join the authors of “Beyond ZIRP: The Data & AI Playbook for PE Value” as they walk through how PE-backed companies are turning operational bottlenecks into EBITDA growth using targeted data and AI execution—without over-building, over-hiring, or losing focus.
The rules of private equity have changed. Financial engineering alone no longer delivers. In today’s market, operational excellence—powered by disciplined data and AI—is the path to premium outcomes. This executive playbook shows you how leading firms are executing that shift.
Lead all data strategy and operational functions for internal analytics at DOMO and provide support to Domo’s Customers.
Oversee all strategic direction and company leadership at AltusNova, focused on delivering technology solutions to clients.
Lead strategic initiatives for the CFO office of Torcy’s Tacos , partnering with data and finance teams to drive growth.
Moderated by BlueYeti, this webinar dives deeper into the insights from our widely shared whitepaper “The PE Firm’s Blind Spot.” Learn directly from the authors as they break down:
What operating partners need to know about data readiness
The traps to avoid when scaling AI in lower-middle-market firms
Where CFOs and CDOs should align for real impact
How to assess your own portco’s maturity — and what to do next