AI Execution for Private Equity Operators
Invitation-Only | Built for Private Equity
Thursday, February 26, 2026
Back Bay, Boston, MA 1:00PM–8:00PM
Limited to 30 senior PE operators
LPs are evaluating AI governance.
Buyers are pricing operational leverage into every deal.
Firms deploying structured AI execution today are defining the next performance benchmark.
This immersive working session moves from AI strategy to implementation in a single afternoon.
What You Leave With:
PE AI Maturity Diagnostic — clear assessment of current state and priority actions
Configured AI Agents — deal screening, CIM analysis, KPI synthesis
Governance Framework — LP-ready oversight and deployment standards
90-Day Implementation Roadmap — firm-wide execution milestones
PE Prompt Libraries — sourcing, diligence, reporting, portfolio operations
Led by: Rafi Menachem, CEO of Syntari AI and former global consulting executive who has operationalized AI across complex advisory environments.
In collaboration with StackAI (agentic automation) and LeadDelta (relationship intelligence).
Agenda:
1:00 PM — Registration & Networking
2:00 PM — Interactive AI Execution Workshop
5:00 PM — Private Happy Hour
6:30 PM — Executive Dinner & Peer Discussion
Ideal for:
Operating Partners
Heads of AI, Data, or Digital Transformation
Deal Team Leaders
PortCo C-Suite
Claim Your Seat
Attendance is limited to 30 participants.
$199 | Complimentary for qualified executives — request details.
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.