Hosting our first panel on April 3 — AI & portfolio monitoring in PE

Quick one from me this week.

On April 3 (12PM ET, ~45 min), I'm hosting a panel on something I've been thinking about a lot lately: how AI is transforming portfolio monitoring in private equity.

Private equity (and credit) is having an AI reckoning. The conversation has mostly been about deploying AI at portfolio companies. Almost nobody is talking about what it means for how the fund itself operates.

That's exactly what we're getting into.

Think about how most firms actually monitor their portfolios today. Analysts pulling data into Excel. Monthly uploads. A deck that gets reviewed 60 days after the fact.

The data exists. And it always has. The problem is by the time it's been collected, cleaned, and turned into something a GP can act on, the moment has passed.

AI doesn't just speed this up. It changes what you can know, and when. That's a bigger deal than most people in the industry are letting on.

Joining me:

Yann Magnan — CEO of 73 Strings, an AI-native platform for private markets monitoring and valuation. Used by firms including Blackstone.

Joe Zein — Co-Founder of Soal Labs, a data and AI consultancy helping GPs modernize their operating model and build the systems to match.

We'll cover:

• Why most firms are still getting portfolio intelligence 60 days late

• How AI agents are changing both data ingestion and consumption

• The build vs. buy decision — and how the calculus is shifting

• What the future PE monitoring stack actually looks like

Virtual, free, 45 minutes.

Register here →

Or watch live on LinkedIn.

Hope to see you there.

Stu