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PEAI
Training

Learn How to Develop Your PEAI Strategy

Understand AI well enough to mitigate its risks and to start using it for value creation.

Building upon the book, The PE AI Operating Partner, and delivered by the author Bruce Sinclair, The Private Equity Artificial Intelligence Training Program is a one-and-a-half-day on-site training program that teaches how to use and create AI in the context of private equity. Far from academic, this is a vender-neutral how-to course, with the “hows” gained from years of applied AI experience. Pattern matching case studies of what’s been done before to your business is a good start but only gets you so far. This training equips you to innovate by distilling the complex subjects of AI and value creation into the first principles needed to bridge these two worlds so you can make them work together in your own way.

Because of AI’s strategic nature, it’s not something you can completely delegate to others. As such this program will look at AI from the value creation, risk, financial and technical perspectives. It will provide you with enough AI literacy to discuss it with internal members of your firm about deal strategy, and with external vendors about execution. And enough to work with boards and leadership to help them think about it strategically and out of the box. After finishing this training you’ll know the key concepts and principles required to look at companies through the PE AI lens, pre and post acquisition, and see value creation opportunities invisible to your competitors.

Is This Training Program for You?

PE Professionals

This training program is for private equity professionals who want to understand AI well enough to factor it into all investment decisions – to understand where AI introduces risks and where it creates value.

Executive Teams

This training program is for executive teams and board members who want to know the ways AI can be put into play operationally in support of a strategy to grow revenue and reduce costs.

PE Service Providers

This training program is for service providers, vendors and SMEs in banking, consulting and tech who want to understand AI well enough to effectively serve their private equity clients.

Meet Your Instructor

Bruce started his career as a mathematician and then programmer who quickly found his way to business through marketing. He worked his way through product marketing and brand management to be VP of Marketing for a large Microsoft subsidiary and then he was the CEO of multiple tech companies, including an AI company. After that he put his operational experience to work as an operating partner for a middle-market private equity firm. He’s currently the managing partner of AI Operating Partners which advises and consults with PE firms and their portfolio companies.

Bruce is also the author of the McGraw-Hill published book, IoT Inc, the book, Digital Operating Partner, and his newest book, AI Operating Partner. His training courses on the digital transformation and the internet of things on LinkedIn Learning have certified over 300,000 professionals online.

Student Companies

In person, Bruce has taught hundreds of students, including professionals from these companies:

Here’s What You’ll Get from This Training Program

A Dense Curriculum

No filler, no fluff. This program has only what you need to be knowledgeable about PE AII, and nothing more. It is designed for busy professionals who don’t have time to wade through a sea of internet information and seek to have ready, succinct and pertinent information on the subject matter.

A Proven AI Value Creation Playbook

Applying this program’s AI playbook with its original AI model building blocks, value creation frameworks, impact analyses, risk/reward assessments, development workflows and execution plans leave nothing out so you can fully define and implement your AI strategy.

Real World Case Studies Across Diverse Sectors

Case studies from the author’s past clients demonstrate how to grow revenue, reduce costs and expand the valuation multiple with examples from Business Services, Ecommerce, Fintech, Infrastructure Services, Industrials, Manufacturing, Medical Devices, Oil & Gas and SaaS.

Here’s What You’ll Learn in This Training Program

The PE training program consists of three courses: AI Strategy, AI Value Drivers and AI Technology. Together they deliver a strategic and operational view of artificial intelligence in private equity in a no-nonsense, time-efficient way. Each course has multiple modules consisting of multiple lessons. Together they will equip you to implement AI within your company/portfolio to increase their enterprise value.

AI Strategy

This course bridges value creation and risk assessment with strategy. It starts with first principles by applying what AI can do to answer the biggest of questions: “How do I create value with AI?”, “How to I identify AI risk”, and ultimately, “How do I develop my AI strategy?” It includes examples of each AI ability and a detailed case study from an early client using the AI Value Creation Framework.

AI Value Drivers

This course bridges value creation with finance. It goes through the three value drivers (revenue growth, cost reduction and multiple expansion) and each of the 10 AI value levers (market share expansion, customer expansion, product expansion, market expansion, customer retention, pricing optimization, margin improvement, operational efficiency, add-on acquisitions and multiple rerate) to demonstrate another way to imagine AI value creation. This approach classifies AI by value driver and value lever, enabling us to answer the question, “How do I quantify AI value?” Included is a reusable client case study for each value lever.

AI Technology

This is the nerdy part of the program. It answers the question, “How do I execute my AI strategy?”, by introducing the AI Tech Stack (AI model, data, software, hardware) to explain how AI works and the AI Requirements Doc for communicating exactly what needs to be developed by the tech team, bridging the age-old chasm between strategy and execution. It ends with a detailed example of AI math and algorithms.

Other Courses

Check out Bruce’s top-rated LinkedIn courses: Digital Transformation Foundations and IoT Foundations: Fundamentals, completed by over 300,000 students.

Understand AI well enough to mitigate its risks and to start using it for value creation.

Coming soon…

LIVE TRAINING PROGRAM

Understand AI well enough to mitigate its risks and to start using it for value creation.

Building upon the book, The PE AI Operating Partner, and delivered by the author Bruce Sinclair, The Private Equity Artificial Intelligence Training Program is a one-and-a-half-day on-site training program that teaches how to use and create AI in the context of private equity. Far from academic, this is a vender-neutral how-to course, with the “hows” gained from years of applied AI experience. Pattern matching case studies of what’s been done before to your business is a good start but only gets you so far. This training equips you to innovate by distilling the complex subjects of AI and value creation into the first principles needed to bridge these two worlds so you can make them work together in your own way.

Because of AI’s strategic nature, it’s not something you can completely delegate to others. As such this program will look at AI from the value creation, risk, financial and technical perspectives. It will provide you with enough AI literacy to discuss it with internal members of your firm about deal strategy, and with external vendors about execution. And enough to work with boards and leadership to help them think about it strategically and out of the box. After finishing this training you’ll know the key concepts and principles required to look at companies through the PE AI lens, pre and post acquisition, and see value creation opportunities invisible to your competitors.

Is This Training Program for You?

PE Professionals

This training program is for private equity professionals who want to understand AI well enough to factor it into all investment decisions – to understand where AI introduces risks and where it creates value.

Executive Teams

This training program is for executive teams and board members who want to know the ways AI can be put into play operationally in support of a strategy to grow revenue and reduce costs.

PE Service Providers

This training program is for service providers, vendors and SMEs in banking, consulting and tech who want to understand AI well enough to effectively serve their private equity clients.

Meet Your Instructor

Bruce started his career as a mathematician and then programmer who quickly found his way to business through marketing. He worked his way through product marketing and brand management to be VP of Marketing for a large Microsoft subsidiary and then he was the CEO of multiple tech companies, including an AI company. After that he put his operational experience to work as an operating partner for a middle-market private equity firm. He’s currently the managing partner of AI Operating Partners which advises and consults with PE firms and their portfolio companies.

Bruce is also the author of the McGraw-Hill published book, IoT Inc, the book, Digital Operating Partner, and his newest book, AI Operating Partner. His training courses on the digital transformation and the internet of things on LinkedIn Learning have certified over 300,000 professionals online.

Student Companies

In person, Bruce has taught hundreds of students, including professionals from these companies:

Here’s What You’ll Get from This Training Program

A Dense Curriculum

No filler, no fluff. This program has only what you need to be knowledgeable about PE AII, and nothing more. It is designed for busy professionals who don’t have time to wade through a sea of internet information and seek to have ready, succinct and pertinent information on the subject matter.

A Proven AI Value Creation Playbook

Applying this program’s AI playbook with its original AI model building blocks, value creation frameworks, impact analyses, risk/reward assessments, development workflows and execution plans leave nothing out so you can fully define and implement your AI strategy.

Real World Case Studies Across Diverse Sectors

Case studies from the author’s past clients demonstrate how to grow revenue, reduce costs and expand the valuation multiple with examples from Business Services, Ecommerce, Fintech, Infrastructure Services, Industrials, Manufacturing, Medical Devices, Oil & Gas and SaaS.

Here’s What You’ll Learn in This Training Program

The PE training program consists of three courses: AI Strategy, AI Value Drivers and AI Technology. Together they deliver a strategic and operational view of artificial intelligence in private equity in a no-nonsense, time-efficient way. Each course has multiple modules consisting of multiple lessons. Together they will equip you to implement AI within your company/portfolio to increase their enterprise value.

AI Strategy

This course bridges value creation and risk assessment with strategy. It starts with first principles by applying what AI can do to answer the biggest of questions: “How do I create value with AI?”, “How to I identify AI risk”, and ultimately, “How do I develop my AI strategy?” It includes examples of each AI ability and a detailed case study from an early client using the AI Value Creation Framework.

AI Value Drivers

This course bridges value creation with finance. It goes through the three value drivers (revenue growth, cost reduction and multiple expansion) and each of the 10 AI value levers (market share expansion, customer expansion, product expansion, market expansion, customer retention, pricing optimization, margin improvement, operational efficiency, add-on acquisitions and multiple rerate) to demonstrate another way to imagine AI value creation. This approach classifies AI by value driver and value lever, enabling us to answer the question, “How do I quantify AI value?” Included is a reusable client case study for each value lever.

AI Technology

This is the nerdy part of the program. It answers the question, “How do I execute my AI strategy?”, by introducing the AI Tech Stack (AI model, data, software, hardware) to explain how AI works and the AI Requirements Doc for communicating exactly what needs to be developed by the tech team, bridging the age-old chasm between strategy and execution. It ends with a detailed example of AI math and algorithms.

Other Courses

Check out Bruce’s top-rated LinkedIn courses: Digital Transformation Foundations and IoT Foundations: Fundamentals, completed by over 300,000 students.

CERTIFICATION PROGRAM

Understand AI well enough to mitigate its risks and to start using it for value creation.

Coming soon…

Contact Us

Fill out this form to inquire about our live training program or anything else.