An Exclusive AI Executive Session for Private Equity Leaders
Invitation-Only. High-Impact. Built for Private Equity.
Thursday, February 26, 2026
Back Bay, Boston, MA 1:00PM–7:30PM
Limited to 30 participants.
Private equity firms face a narrow window to build AI capabilities before they become baseline expectations.
LPs are incorporating AI governance into diligence. Buyers are discounting bids from sellers without demonstrable operational leverage. The firms acting now are setting the standard.
This session is designed for those firms.
Join 30 senior PE leaders for a hands-on working session that moves quickly from AI strategy to execution. Through live prompting, governance configuration, and multi-agent workflow builds, you'll learn how to operationalize AI across sourcing, diligence, reporting, and portfolio operations using your own systems.
Led by Syntari's AI transformation expertise, with strategic participation from LeadDelta, and powered by StackAI's agentic platform, guests leave with production-ready workflows designed for real operating environments.
What You'll Build & Take Home
PE AI Maturity Diagnostic
A clear assessment of where your firm stands and the actions required to advance
Configured AI Agents
Deal screening, CIM analysis, and KPI synthesis running in your environment
Governance Framework
LP-ready controls supporting responsible deployment
90-Day Roadmap
A firm-wide implementation plan with clear milestones
Competitive Intelligence
How leading funds apply AI to drive speed, rigor, and EBITDA impact
What You’ll Walk Away With
Clarity on your firm’s position along the PE AI maturity curve
PE-specific prompt libraries for sourcing, diligence, portfolio monitoring, and reporting
Direct exposure to multi-agent workflows built live for PE use cases
A practical 90-day roadmap for implementation, governance, and adoption
A sharper understanding of how AI is reshaping execution and value creation
Agenda
1:00 PM — Registration & Networking
2:00 PM — Interactive Workshop
• PE AI Maturity Assessment
• Live Multi-Agent Workflow Build
• Governance Framework Configuration
• 90-Day Implementation Roadmap
6:00 PM — Executive Dinner & Peer Discussion
Ideal for:
Operating Partners (Value Creation, Technology)
Heads of AI, Data, or Digital Transformation
Deal Team Leaders focused on operational diligence
Portfolio company COOs, CFOs, CTOs
Claim Your Seat
Attendance is limited to 30 participants. Priority is given to firms preparing to implement AI initiatives in Q1 2026.
Registration closes February 13 at 5:00PM EST or when capacity is reached.
This is a working session for private equity leaders focused on deploying AI as an operating advantage, with tangible workflows, governance models, and execution plans built in real time.