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Case Studies
Case Study

AI Strategy for a Private Equity firm

We developed a strategy for the application of AI in the portfolio companies of an investment house, which allows the business models to be specifically evaluated in terms of their AI potentials, opportunities, and risks.

  • Industry Finance
  • Topic Strategy
  • Tools
  • Duration 3 months

Challenge

A leading private equity firm sought a structured way to identify and realize AI potentials within its portfolio companies. The goal was to unlock the value creation potential of AI in its investments.

Approach

Together with the client, we developed a strategic approach to systematically assess and utilize AI potential. Our approach included:

  • Scoring the portfolio companies into AI clusters
  • Mapping business models to identify AI-related potentials, opportunities, and risks
  • Developing an assessment logic to determine the AI maturity level of all portfolio companies
  • Building a backlog of over 100 AI use cases across the most important portfolio companies
  • Developing a tool for the systematic application of the above steps for new and existing portfolio companies

Results

Through this structured approach, we effectively identified and realized the AI potential in our client’s portfolio companies. The scoring and mapping processes enabled targeted assessments of business models regarding their AI potentials, opportunities, and risks.

The developed assessment logic allowed clear determination of the AI maturity level of all portfolio companies. Building an extensive backlog of over 100 AI use cases provided a solid foundation for future AI initiatives.

Expert

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