AI Strategies for Private Equity that Scales
Discover how What’s Next AI helps private equity firms implement AI systems that accelerate value creation, optimize operations across portfolio companies, and strengthen due diligence. Automate deal flow, analytics, and reporting with measurable ROI.
Create AI Solutions that work for Private Equity
Private equity firms win on speed, insight, and operational excellence — and that’s exactly where Artificial Intelligence is now creating the largest competitive advantage.
At What’s Next, we help PE firms and portfolio companies implement intelligent automation across their operations — cutting operational costs, improving data visibility, and accelerating value creation post-acquisition.
Our approach goes beyond tools. We design custom AI agents and systems that integrate directly with your deal and portfolio workflows — connecting data from CRMs, finance systems, and operations dashboards into actionable intelligence.
Sander
CEO, Backstage IT
"What’s Next didn’t just give us a tool — they understood our business, built exactly what we needed, and made the whole process seamless. They move fast, solve problems before we even see them, and deliver results that actually stick and make a great impact on the business every day."
Gijsbert
COO, Just Carpets
"Working with What’s Next felt like having an extension of our own team. They didn’t just throw tools at us — they took the time to understand our workflows, dig into the real conversations we have with customers, and build something that actually works for us."
Case Study: Creating AI value in Private Equity
We know how to turn old school industries into the AI market leaders of the future. We believe that you can only built solutions that work with AI driven results and built AI workflows that bring in actual OPEX savings.
THE CHALLENGE
The fund managed 23 portfolio companies with disconnected financial systems, making monthly consolidation slow and error-prone. Reporting required weeks of manual work and delays.
No unified control in financial numbers
Unclear and disconnected reporting
More questions then answers every month
Missed synergies between portfolio companies
THE SOLUTION
What’s Next built a cross-portfolio analytics agent that automatically ingests data from ERP and CRM systems, consolidates metrics, and forecasts performance trends.
60% faster decision making
Consolidated metrics across all teams
80% reduction in monthly reporting time
€1.2M in OPEX savings accross teams
Why AI can transform Private Equity
We don’t stop at fund level. What’s Next AI partners with portfolio management teams to deploy automation within their operating companies. Our AI agents plug into each company’s stack — from HubSpot and Salesforce to SAP and NetSuite — to streamline critical workflows.
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TURN YOUR
COMPANY
AI READY
We build and embed AI systems that eliminate manual work, reduce cost, and scale execution—so you stop theorizing and start compounding real results.
Why does Private Equity needs AI now
Fragmented data across portfolio companies and systems
Turning data into a usable knowledge base is crucial to turn AI into your advantage and make better deal decisions.
Manual financial and operational reporting
Turning manual reporting into a superpower and automated result driven source helps you win the best deals and grow your PE results.
Avoid Time-intensive due dillegence processes and focus on results
Turning due dilengence into a superpower by having your data centralized helps AI make powerful and correct decisions.
Missed value-creation opportunities due to lack of real-time insights
Spot market trend and make sure that AI driven your decisions and activation. AI can help you discover new opportunities before the market does.
AI Solutions for Private Equity
We know how to turn old school industries into the AI market leaders of the future. We believe that you can only built solutions that work with AI driven results and built AI workflows that bring in actual OPEX savings.
01
AI-Driven Due Diligence
Private equity deal teams lose weeks manually reviewing financial statements, contracts, and operational data during due diligence. This manual process slows deal velocity and risks human error. With AI-driven due diligence automation, machine learning models can scan thousands of documents, extract key financial insights, detect anomalies, and summarize findings within minutes. The result: faster deal screening, higher accuracy, and data-backed investment decisions that give your firm a speed and intelligence advantage.
02.
Portfolio Performance Intelligence Agent
Managing performance across multiple portfolio companies is often fragmented, relying on inconsistent data from spreadsheets and different systems. Our AI intelligence agent unifies this data by connecting directly to ERP, CRM, and financial platforms across the portfolio. It continuously monitors key metrics, detects anomalies, and generates automated weekly insights and alerts. Partners and analysts gain a real-time view of portfolio health, allowing faster responses to underperformance and better strategic decision-making.
03.
AI Value Creation Across Portfolio Companies
After acquisition, most portfolio companies face operational inefficiencies that limit EBITDA growth. Our AI value-creation framework deploys specialized automation agents across finance, sales, and HR — from invoice reconciliation and forecasting to lead scoring and candidate screening. Each implementation delivers measurable ROI by cutting repetitive workload and improving decision accuracy. This hands-on automation approach directly increases profitability, shortens holding periods, and strengthens exit valuations.
04.
AI-Enhanced Deal Sourcing and Screening
Deal sourcing in private equity remains manual, dependent on limited networks and outdated databases. AI transforms this by continuously scanning public records, news, and company data to surface hidden investment targets that match your fund’s criteria. Intelligent scoring models evaluate growth signals, ownership structure, and financial health, creating a live pipeline of qualified opportunities. This enables deal teams to focus on analysis, not research — increasing both deal volume and quality.
05.
AI Exit Readiness & Valuation Simulator
Preparing a portfolio company for exit often happens too late, relying on static financials instead of predictive insights. Our AI valuation simulator connects directly to company data to model real-time exit scenarios — showing how cost optimization, revenue growth, or capital efficiency impact valuation multiples. It gives fund managers and CEOs a live, data-driven picture of exit readiness, enabling proactive adjustments months before due diligence begins and maximizing exit value.
Our team has experience with Private Equity
HOW WE CAN HELP THE
Private Equity
INDUSTRY TRANSFORMING RAPIDLY
We know how to turn old school industries into the AI market leaders of the future. We believe that you can only built solutions that work with AI driven results and built AI workflows that bring in actual OPEX savings.
Creating better decision making strategies
Help PE firms find deals faster then competition
Create supporting agents that help translate results
100% more support on transactions, validate decisions
