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PEAIServices
Deploy PEAI for Value Creation
Increase enterprise value by strategically incorporating AI into products, services and operations.
PORTFOLIO COMPANY
PEAI Company Workshop
The two half day in-person workshop starts with discovery to understand the business fundamentals and strategy of the portfolio company. It then teaches PEAI in context of the company’s needs. From this common understanding, attendees co-create a list of early AI value creation themes for the company to further investigate.
Deliverable: PEAI Company Report.
If greenlit, the PEAI Company Report is the starting point of the PEAI Investment Quantification service.
PEAI Investment Quantification
Presents the case to make an AI investment in a portfolio company by identifying and valuing the AI value drivers that make up the company’s AI strategy. From this the return on the AI investment is calculated based on the product/service, operations and business model initiatives to focus on.
Deliverable: PEAI Investment Thesis.
If greenlit, the PEAI Investment Thesis is the starting point of the PEAI Value Creation Planning service.
PEAI Value Planning
Outlines AI value creation workstreams by breaking down the value levers and their associated product/service, operations and business model initiatives required to deliver them. Workstreams are packaged within a growth/business/operations plan to ensure the PEAI Investment Thesis is successful.
Deliverable: PEAI Value Creation Plan.
If greenlit, the PEAI Value Creation Plan is the starting point of the PEAI Execution Planning service.
PEAI Execution Planning
Scopes the AI project and details the internal and external workstreams. From this an internal AI readiness assessment, in the context of the AI workstreams, is conducted leading to the internal PEAI requirements doc, and the external PEAI requirements doc that is packaged into an RFP.
Deliverable: PEAI Execution Plan
If greenlit, the PEAI Execution Plan is used to guide internal resources and hire external resources to execute the AI strategy.
Execution
PEAI PORTFOLIO COMPANY
Develop AI strategies and find portfolio companies that can be made more valuable with AI.
PEAI Sponsor Workshop
The two, half days in-person workshop starts with discovery to understand the focus and strategy of the PE firm. It then teaches PEAI in context of the firm’s needs. From this common understanding, workshop attendees co-create the firm’s high-level AI strategy and rank-order companies in their portfolio that are best suited to AI value creation.
Deliverable: PEAI Sponsor Report.
If greenlit, the PEAI Sponsor Report is the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PEAI Diligence
Starts with an AI impact analysis outlining risks and opportunities and then identifies the top AI initiatives that could be developed to create value. From this, an abbreviated AI-readiness analysis is performed, and value lifts are modeled to calculate the return on AI investment.
Deliverable: PEAI Diligence Report.
If greenlit (the company is acquired), the PEAI Diligence is the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PEAI Advisory
Provides high-level private equity AI guidance across deal lifecycles, helps firms assess AI opportunities for their portfolio companies, aligns AI strategies with investment theses and accelerates portfolio value creation by shaping AI strategy.
Deliverable: Monthly meetings, quarterly meetings or board meetings.
PEAI Advisory meetings can be the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PORTFOLIO COMPANY
- PORTFOLIO SERVICES
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Increase enterprise value by strategically incorporating AI into products, services and operations.
PORTFOLIO COMPANY
PEAI Company Workshop
The two half day in-person workshop starts with discovery to understand the business fundamentals and strategy of the portfolio company. It then teaches PEAI in context of the company’s needs. From this common understanding, attendees co-create a list of early AI value creation themes for the company to further investigate.Deliverable: PEAI Company Report.
If greenlit, the PEAI Company Report is the starting point of the PEAI Investment Quantification service.
PEAI Investment Quantification
Presents the case to make an AI investment in a portfolio company by identifying and valuing the AI value drivers that make up the company’s AI strategy. From this the return on the AI investment is calculated based on the product/service, operations and business model initiatives to focus on.Deliverable: PEAI Investment Thesis.
If greenlit, the PEAI Investment Thesis is the starting point of the PEAI Value Creation Planning service.
PEAI Value Planning
Outlines AI value creation workstreams by breaking down the value levers and their associated product/service, operations and business model initiatives required to deliver them. Workstreams are packaged within a growth/business/operations plan to ensure the PEAI Investment Thesis is successful.Deliverable: PEAI Value Creation Plan.
If greenlit, the PEAI Value Creation Plan is the starting point of the PEAI Execution Planning service.
PEAI Execution Planning
Scopes the AI project and details the internal and external workstreams. From this an internal AI readiness assessment, in the context of the AI workstreams, is conducted leading to the internal PEAI requirements doc, and the external PEAI requirements doc that is packaged into an RFP.Deliverable: PEAI Execution Plan
If greenlit, the PEAI Execution Plan is used to guide internal resources and hire external resources to execute the AI strategy.
Execution
PEAI PORTFOLIO COMPANY
- SPONSOR SERVICES
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Develop AI strategies and find portfolio companies that can be made more valuable with AI.
PEAI Sponsor Workshop
The two, half days in-person workshop starts with discovery to understand the focus and strategy of the PE firm. It then teaches PEAI in context of the firm’s needs. From this common understanding, workshop attendees co-create the firm’s high-level AI strategy and rank-order companies in their portfolio that are best suited to AI value creation.Deliverable: PEAI Sponsor Report.
If greenlit, the PEAI Sponsor Report is the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PEAI Diligence
Starts with an AI impact analysis outlining risks and opportunities and then identifies the top AI initiatives that could be developed to create value. From this, an abbreviated AI-readiness analysis is performed, and value lifts are modeled to calculate the return on AI investment.Deliverable: PEAI Diligence Report.
If greenlit (the company is acquired), the PEAI Diligence is the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PEAI Advisory
Provides high-level private equity AI guidance across deal lifecycles, helps firms assess AI opportunities for their portfolio companies, aligns AI strategies with investment theses and accelerates portfolio value creation by shaping AI strategy.Deliverable: Monthly meetings, quarterly meetings or board meetings.
PEAI Advisory meetings can be the starting point to conduct a PEAI Company Workshop with a suitable portfolio company.
PORTFOLIO COMPANY
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