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The AI Briefing is a recurring AI deep-dive for decision-makers.
Each month, we select one high-signal industry report, circulate it in advance, and meet to cut through the noise.
This month's source: The PE AI Adoption Benchmark: From scaling to systematizing (Accordion with Wakefield Research - May 2026)
Somebody's going to ask what your AI spend returned. If your company has a board or an eventual buyer, that question is already scheduled.
Private equity gets asked first, so that's where this month's data comes from. Accordion surveyed 150 technology and AI operating partners at PE sponsors about the finance functions inside their portfolios. 41% are scaling AI across multiple companies with no operational playbook, and only 29% describe their firm as systematizing or leading.
75% of those companies arrived at acquisition unprepared or only partially ready for any of it.
We'll work the measurement problem directly: which AI metrics connect to EBITDA, and how a company gets there without starting over.
We'll also examine why only 14% of portfolio finance functions have crossed from back-office automation into real decision intelligence, and what the rest are paying for instead.
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