Unlocking Alpha with Agentic AI: Transforming PE Fund Operations
🗓️ Thursday - November 20
🕓 1:00 PM - 2:00 PM ET
🎙️ Hosted by Ankur Patel, CEO & Founder, Multimodal
About the Session
Private Equity firms are under increasing pressure to accelerate deal flow, streamline fund operations, and scale portfolio oversight — all while maintaining accuracy, compliance, and investor confidence.
In this live, 60-minute masterclass, Ankur Patel and a panel of top PE executives will reveal how Agentic AI is transforming fund operations and delivering measurable ROI — without adding headcount or ripping out existing systems.
You’ll Learn How Leading PE Firms Are:
✅ Accelerating Deal Screening and Diligence
Automate pipeline evaluation and first-pass analysis to cut diligence times by up to 50%.
✅ Streamlining Fund Operations
Use AI agents for LP reporting, portfolio monitoring, and data consolidation — in real time.
✅ Capturing Institutional Knowledge
Turn partner expertise into secure, auditable AI agents that scale intelligence across the firm.
✅ Maintaining Full Compliance and Control
Deploy privately (VPC or on-prem) with SOC 2 Type II compliance and zero data exfiltration.
✅ Achieving ROI in 3 Months
Integrate seamlessly with DealCloud, PitchBook, and existing portfolio systems to realize fast impact.
Who Should Attend
Private Equity Operating Partners & Value Creation Leads
CFOs and COOs
Portfolio Operations & Data Analytics Leaders
Technology and Transformation Executives in PE
Why Attend
If your fund teams are still relying on spreadsheets, disconnected tools, or manual diligence workflows — this live session will show you how Agentic AI can expand your team’s capacity, speed, and precision without adding risk or complexity.
Reserve Your Spot
⚡ Seats are limited.
Join us live on Thursday, November 20 at 1:00 PM ET and see how leading PE firms are using Agentic AI to automate fund operations and unlock alpha in the AI era.