Private equity fund
Challenged an AI-led acquisition thesis.
Before
An AI investment thesis
A proposed acquisition built on AI upside.
After
Cost gap
AI upside was overstated.
My role
Product & AI advisor to a $4B AUM fund.
Key outcomes
Deal stoppedFollowing product & AI diligence
My approach
Reviewed the data room, joined operating meetings and assessed the team. The plan underestimated human oversight costs.
Context
Advisory engagement · Client anonymised