AI

Impact measurement and reporting could be transformed with artificial intelligence tools.

For portfolio companies, investing in generative AI offers an asymmetric risk return distribution with a positive skew, says Permira partner and co-head of technology Michail Zekkos.

Investments in artificial intelligence, software and even government-related assets are driving activity in the sector.

AI’s rapid development offers new avenues for creating value in portfolio companies, but deploying the tools successfully will require judicious experimentation and consistent investment, say Montagu’s Christoph Leitner-Dietmaier and Dr Mark Spiteri.

Despite a drop in fundraising, tech remains a promising sector for PE investing.

Sponsors are thinking outside of the box to find pockets of capital and get deals over the line, say Jack Orford and Robert Smith, sponsor finance partners at Davis Polk & Wardwell.

As competition for assets increases, investors are getting creative in identifying value, say Deloitte’s Ryan Jones and Nick Israni.

Following a cooldown in deals, solid long-term growth drivers and attractive exit options have seen private equity managers lean into the cybersecurity space in ever greater numbers.

Technology and payments are undergoing rapid shifts, creating attractive investment opportunities, say Nordic Capital’s Mohit Agnihotri and Fredrik Näslund.