A practical, investment‑focused introduction to how AI is transforming private capital. This one‑day course equips delegates with the knowledge and frameworks needed to apply AI across the investment lifecycle, from sourcing and diligence to value creation.
With AI rapidly reshaping industries and reshaping competitive advantage, this programme demystifies the tools, terminology and emerging capabilities that matter most to private capital firms today. Delegates will explore the commercial implications of AI adoption, assess what “good” looks like in data readiness, and understand the legal, ethical and governance considerations surrounding the technology.
Through real examples, case studies and practitioner-led insights, the course provides straightforward, actionable approaches to help unlock value in portfolio companies and future-proof decision‑making.
Audience
GP Firms: This course is designed for firms focused on private capital, including venture / mid-market / growth / large buyouts.
Individuals: Ideal for experienced investment professionals looking to equip their teams with the tools and skills needed to utilise AI within their portfolio. If unsure, please consult the agenda or reach out to the team.
Key topics include
- Market context: The impact of AI on the investment landscape
- AI fundamentals
- Applied AI in private capital
- Understanding LLMs
- Requirements for successful deployment
- Data readiness
- Buying AI
- AI at fund level
- AI for value creation
- Driving adoption and talent development
What will delegates take away?
- Understand the AI landscape, including core concepts, opportunities, limitations and trends most relevant to private capital.
- Assess a company’s AI and data maturity, identifying value creation levers and risks
- Apply AI to the investment lifecycle, including pipeline generation, diligence, operational improvement and strategic positioning at exit.
- Evaluate common AI use cases, from automation and analytics to product enhancements and customer insights.
- Navigate legal, ethical and governance considerations.
- Develop practical next steps, giving delegates confidence to work with management teams and advisors to identify and prioritise AI initiatives.
Benefits to employers
- More AI‑literate investment teams, capable of engaging confidently with management and advisors on data and technology topics.
- Improved value‑creation conversations, as teams better identify opportunities and risks associated with AI adoption across the portfolio.
- More efficient internal operations, as teams understand where AI tools can support research, analysis and day‑to‑day processes.
- Future‑ready talent, equipped to adapt to a fast‑changing technology landscape and bring an informed perspective to strategic thinking.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch and refreshments, with a drinks reception at the end of day 1. The course will kick off with introductions, followed by content from multiple speakers as per the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes, such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials, including slides and case studies, will be shared with delegates.
Format
In-person, London
Course Director
The course is led by James Prebble, learn more about him below.
James Prebble
James is a highly experienced digital consultant with 15 years of extensive digital strategy and transformation experience across a wide range of industries and sectors. A digital expert, he works with businesses to facilitate business change and development through the implementation of digital strategies and processes. James has significant experience supporting digital lead generation, customer strategy and digital service implementation programs for the Retail, FS, Life Science, Leisure and Transportation sectors.
Prior to establishing Palladium Group, James was a strategy director at a top 50 digital agency before a successful digital consultant career working with leading consultancy firms including ATOS, KPMG, Arthur D Little and Deloitte.
A true digital native, he is a respected speaker and trainer delivering highly interactive and engaging workshops for leading UK businesses and training organisations both in the UK and US. His sessions are interactive and hands-on. You’ll leave armed with new tools and techniques that can be implemented directly within the organisations you represent.
James is also an engaging keynote speaker and is often asked to provide keynote addresses at digital summits for audiences of up to 1,000 people. His clients have included L’Oréal, Wella, Ralph Lauren, Zurich, RSA, Sun life of Canada, Argos, JTI and Astra Zeneca.
Palladium Digital Group is the 2018 winner of the Commercial Due Diligence Provider of the year at the Unquote British Private Equity awards.
Guest speakers
The course features guest speakers with a wealth of expertise and experience from across the private capital industry. Click a speaker below to learn more about them. Please note, guest speakers may vary depending on the course schedule.
Rich Klee
Rich Klee, is the Senior Director for Applied AI and Data at Palladium Digital Group (PDG) – a specialist consultancy exclusively serving private equity funds and PE-backed businesses in the UK, Europe and US. For the last 4-years Rich has worked exclusively with private equity clients and their portfolio businesses on diverse value creation and transaction advisory projects. Prior to that he held engineering and product roles with a diverse cross section of companies such as Intel, News Intl., Vodafone, M&C Saatchi and venture backed startups and scaleups. Recently his focus has been on the application of technology to optimise internal fund operations, helping deal teams to reduce manual toil and increase capacity with agentic AI and data.
Shane Hubbard
Shane Hubbard is a Special Counsel in K&L Gates Technology and Sourcing practice group. With extensive experience in technology, commercial contracts, and intellectual property, he delivers high-value and complex supplies of goods, services, and outsourcing. Specifically, Shane’s experience consists of drafting, negotiating and advising on: (i) Software and Applications: software/technology licensing, including end-user licensing, SaaS/PaaS/IaaS/DaaS/CPaaS, software development agreements, proof of concepts/trials, and support & maintenance agreements (ii) Artificial Intelligence: contract drafting, regulatory compliance (e.g. EU AI Act), and AI frameworks. (iii) Data Sharing: data sharing and data licensing agreements (iv) Commercial IP: IP ownership and licensing, including arrangements involving jointly owned IP (iv) Collaborations: reseller, distribution, introducer, intermediary, agency, and referral agreements, as well as research and development (cross-sector), teaming, partnership, and cooperation agreements.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
