Business Leaders & Operating Partners User's Guide to GenAI
Something interesting has happened to me five times in the last week.
I'm in a conversation with a senior leader — a PE operating partner, a managing director, a CEO running a portfolio company. GenAI comes up. They've tried it, felt like the outputs weren't good enough for the complexity of their work, and quietly moved on.
I pull out my phone and my GenAI apps. I show them exactly what I do. The tools I actually use. The way I structure a prompt for a complex business problem. The workflows I run before a board meeting, a due diligence call, a client debrief. The automations, enduring projects, and structured diagnostics I use to make my life easier.
Every single time, the reaction is the same: "Why isn't anyone teaching this at this level? Why aren't YOU teaching me this???"
This masterclass is my answer to that question.
WHAT THIS IS
The Business Leaders & Operating Partners User's Guide to GenAI is a live, 2.5-hour working session where I walk you through exactly what I do — not a survey of AI tools, not a strategy presentation, not a beginner's tutorial.
The actual tools. The actual prompt structures. The actual workflows I use in real PE and advisory work. Built for leaders who are running businesses, building propositions, managing portfolios, and advising boards.
WHAT YOU WILL LEAVE WITH
— Prompt strategies that produces board-ready output, not chatbot output
— Specific workflows for due diligence, client deliverables, and executive communications
— A clear view of which tools are worth your time and which aren't (and what you might need to lobby to get access to!!!)
— A personal 30-day integration plan built around your actual work
— Direct access to ask questions in a room of peers at your level
WHO THIS IS FOR
This is not an introductory course. It is designed for:
— PE operating partners and deal professionals
— Professional Services Executives at the firm/practice leader, senior partner and partner levels
— C-suite executives responsible for AI strategy and team performance
— Board members and senior advisors who need to provide informed oversight
If you already have deep domain expertise and need GenAI to work better for you to live at that level, this is built for you.
WHY 12 SEATS
The small cohort format is not a marketing tactic. It is the product. I had no other way to make my time accessible but also intimate.
The value of this session comes from being able to work through your specific use cases, answer your specific questions, and have a real conversation with peers who are wrestling with the same challenges. That is only possible in a small room.
When the 12th seat is taken, registration closes. There is no expanded cohort, no recording redistributed later. Just 12 senior people learning how to make these tools work better for them.
ABOUT YOUR HOST
Jay is the founder of Observatory Circle Advisors, a boutique strategic advisory firm specialising in PE value creation, post-merger integration, and GenAI transformation across professional and business services. He has published in Harvard Business Review and McKinsey Quarterly and has spent two decades working with PE firms, management consultancies, and C-suite leaders on business transformation.