Gathr: Private Equity Educational Webinar
Webinar: AI Value Creation in PE - Beyond the Hype
Join us for a focused webinar exploring how AI is delivering measurable value inside portfolio companies, without speculative bets or buzzword-driven initiatives.
This session cuts through the noise to examine how AI is being applied pragmatically to improve margins, sharpen product strategy, and strengthen exit readiness.
Webinar Topic
✨ Lessons from a PE CIO: How AI improved margins, product strategy & exit readiness
Featuring a real case study from Tax Systems, backed by Providence Equity Partners.
Why This Matters
In a high-interest, margin-pressured environment, portfolio companies are expected to:
grow faster
expand margins
protect long-term value
All without compromising product quality or customer trust.
With pricing power limited and sales headcount inflation harder to justify, firms are asking:
Should AI drive revenue, or cut cost?
The Emerging Answer
While attention has focused on internal tooling (sales, support, productivity), some of the highest-ROI wins are emerging from product-led AI, where technology:
accelerates market expansion
increases retention
strengthens exit narratives
differentiates in regulated or commoditised markets
Real-world Case Study from
Russell Gammon - Chief Innovation Officer, Tax Systems
Russell leads the development of technology that helps organisations manage complex tax and regulatory demands at scale. With a Big Four background and deep expertise in automation and AI, he’s a recognised voice on the future of intelligent compliance and tax operations.
Tax Systems is a leading provider of tax and regulatory compliance software serving 1,500+ clients, including ~40% of the FTSE 100. The company was recently acquired by Providence Equity Partners to support continued product innovation and international expansion.
Topics to be discussed:
We’ll explore how PE firms are using AI to:
Accelerate revenue growth through smarter, differentiated customer offerings
Expand gross margins by increasing customer value rather than cutting internal costs
Reduce churn and increase lifetime value with more adaptive, data-led products
Strengthen exit narratives with credible, customer-driven AI value creation
🤝 Supported By
Big thank you to our partner Colibri for making this webinar possible:
Colibri helps PE firms and PortCos modernise platforms, embed AI and move from operational drag to digital leverage. Whether you’ve acquired a legacy tech business or a data-enriched platform, we help you build what’s next. (Privacy Policy)
Agenda:
13:30: Webinar Opens
13:35: Intro to Colibri & Tax Systems
13:40-14:00: Topic Discussion
14:00-14:15: Audience Q&A
P.S. If you or anyone in your portfolio is searching for a great service provider—from PR and accounting to recruitment or anything in between—we’re here to help. We’ve vetted and curated top partners in one place at Gathr.