u/proudtobeabelter

I’m an OD (Finance & Ops) at a PE firm, and trying to get a better sense of how other PEs are guiding their portfolio companies on AI adoption.

We’re seeing a mix : some companies in our portfolio are experimenting with intyernal build using claude & Codex , some are on Microsoft Copilot, and a few on ChatFin for finance workflows. We don’t yet have a clear playbook.

We are largely a Microsoft shop, so there’s a natural pull , but I’m more interested in what’s actually working in practice across portfolio companies.

For those of you in PE or working closely with portfolio companies:

• Are you giving centralized guidance on AI tools, or letting each company figure it out?
• What tools/platforms are you seeing
• Have you seen measurable impact

Would appreciate any perspectives or lessons learned.