Gathr's: Senior PE Professionals Educational Michelin Dinner
"AI as a 10x Lever for Portfolio Value Creation"
We are delighted to invite you to an exclusive dinner for senior Private Equity leaders.
Join us for an evening of high-level networking and a deep dive into how AI is moving beyond efficiency to fundamental business model reinvention.
The Conversation
PE firms are under immense pressure to deliver differentiated value in constrained hold periods. While many firms have focused on incremental efficiency, a massive gap is opening between those optimising operations and those redefining core business models to unlock multiple expansion.
In this session, Marv Gillibrand and Craig Unsworth will shift the conversation toward AI as a primary lever for value creation—examining what it takes to embed AI into a core product to drive scalability, defensibility, and superior exit value.
What We’ll Explore
Identify where AI drives step-change value creation beyond simple efficiency gains.
Assess portfolio potential for AI-driven multiple expansion versus standard operational optimisation.
Review the Helio Intelligence journey: embedding multi-agent AI into core product and commercial models.
Understand why AI initiatives stall at the pilot stage and how to scale them into enterprise value.
Apply a practical framework to prioritise AI opportunities across your portfolio.
Live Case Study: Helio Intelligence
Bridgepoint & Bowmark Backed
Hear from Craig Unsworth on how Helio Intelligence transformed a manual, analyst-led workflow into a multi-agent AI system.
The Impact: By leveraging RAG (Retrieval-Augmented Generation) and orchestrated specialist agents, Helio re-architected how intelligence is sourced and delivered. Workflows that previously took hours are now completed in minutes, decoupling headcount from growth and creating a more productised, commercially scalable offering.
Evening Agenda:
19:00: Arrival & Drinks Reception
19:35: Welcome & Round-Table Introductions
19:40: Topic Kick-off & Case Study
20:10: Multi-course Dinner & Peer Discussion
21:00: Coffee & Optional Networking
This dinner is kindly supported by our partner:
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)
P.S. We’ve recently launched a “Shortlisting” solution at Gathr for PE portfolios, helping teams quickly identify the most relevant specialist recruitment firms for each role, from junior to senior, using real placement data and proven track records. It’s delivered within 48 hours and completely free. Happy to share how this has supported other PE funds and their portcos if that’s of interest.