We will come up with a new logo in the future!
Hi all – after the pilot series, many of you replied asking for more, so we’re bringing back AI x PE as a weekly series. You can find the original pilot series here: part 1 here, part 2 here, part 3 here, and 4 here.
We also have a busy October ahead at Road To Carry, with several hands-on AI for PE workshops, as well as ETA / Independent Sponsor & Investor dinners. Scroll to the mid-section for upcoming dates and registration details.
If you’re an AI or tech provider serving the PE ecosystem interested in supporting AI To Carry series with sponsorships, please reply to this email with your company website and budget!
Chariot Labs helps PE-backed companies identify and prioritize where AI can create value, then embeds AI engineers to build and deploy those workflows into their existing systems.
Founded by former PE investors and AI engineers, we specialize in business services, industrial services, and multi-site retail. Our engagements range from field services companies to 3PLs, and include work within the Apax portfolio.
Have a portco in mind? Get 2-3 relevant AI examples that has proven to create ROI at your portco today.
Let’s dive into today’s topic: turning your long chats into repeatable workflows.
State of Play
Hi I’m Davis—an ex-PE investor who’s spent the last two years building and deploying AI tools across the world's largest investment banks, hedge funds, and private equity firms. Every Wednesday, Edwin and I will be closing the gap in AI knowledge in PE, one use case at a time.
Imagine this: you just spent an hour in a chat with Claude, iterating on some deliverable you needed out the door. A screening memo, a portco QBR, an LP update. The last version finally came out satisfactory. You close the tab. Life is good.
Fast forward a month, you need to do it again. And the thing you built (the reasoning and the way you told it to shut up about "synergies,") is all gone. So you open a new chat and start over from zero, or worse, you reopen the old one and keep talking until it starts hallucinating deal terms into your memo.
Both of those moves are ineffective. A better one takes about ten minutes at the end of a chat with a solid prompt.
Let’s get into it.