PE Webinar: "Using AI in real life across PE Portcos"
"Using AI in real life across PE Portcos"
Join us at our upcoming Private Equity Webinar to learn more about how to get started using AI tomorrow to drive revenue growth and cost savings.
The Conversation
PE firms face immense pressure to deliver value within compressed holding periods. Standard financial engineering and slow IT overhauls are no longer enough to protect margins. A massive gap is opening between firms chasing minor efficiencies and those rewriting core business models for multiple expansion.
In this highly practical session, Marv Gillibrand (Colibri) and Craig Unsworth (Helio Intelligence) will shift the focus to immediate, practical AI deployment. They will share how to embed these technologies directly into portfolio operations to drive scalability, defensibility, and superior exit value starting tomorrow.
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
From Analyst Workflows to a Scalable System
Backed by Bridgepoint & Bowmark Capital (Recently agreed sale to ECI Partners)
Craig Unsworth, Group Chief Product Officer, will break down the operational journey of Helio Intelligence, sharing how they transformed a manual, human-intensive research business into a scalable platform by restructuring data retrieval and workflow management.
The Impact: Workflows that previously took analysts up to ten hours are now completed in minutes. This shift broke the link between headcount and revenue growth, expanded operating margins, and established a productised business model that helped secure a premium valuation during their recent exit.
Supported by
Legacy systems, siloed data and manual processes can slow value creation after acquisition.
Colibri helps PE firms and portfolio companies modernise technology, unlock data insights and deploy AI solutions that improve efficiency, visibility and growth. (Privacy Policy)
Agenda
13:30: Webinar Opens
13:35: Intro to Colibri & Helio Intelligence
13:40–14:00: Topic Discussion
14:00–14:15: Audience Q&A
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.