Investor Field Guide
Identify, assess, and activate AI value in regulated portfolio companies
A boardroom-ready framework for PE deal teams, operating partners, and portfolio leaders — from AI interest to governed execution.
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What's Inside
- The AI readiness lens — including the "we are not ready yet" trap where PortCos lose 12–24 months
- The four-system diagnostic: knowledge, execution, visibility, and learning
- Diligence questions that expose trapped value — none of them mention AI
- The timing signals that tell you when to move
- A staged path from first governed use case to portfolio-level capability
Who It's For
- Private-equity deal teams evaluating regulated-industry targets
- Operating partners and portfolio-operations leaders
- PortCo executives building the case for a governed first move