Crowe ExPErtise Series: AI Use Cases in PE

Matt Redente, Doug Schrock, Zach Bernstein
10/29/2025

Private equity leaders are under increasing pressure to accelerate value creation, enhance decision-making, and strengthen operational efficiency – all while navigating an evolving AI landscape.

This recording offers practical insights and real-world strategies from Crowe specialists on how to successfully implement and scale AI across private equity funds and their portfolio companies.

Learn how to:

  • Bridge the gap between AI strategy and execution (2:15)
    See how AI enables smarter due diligence, portfolio analysis, and operational scaling through automation and data insight, positioning firms for sustained returns.
  • Build a secure and scalable AI foundation (5:30)
    Discover how firms can adopt AI responsibly and securely. Our team addresses confidentiality concerns, explaining how Open AI’s ChatGPT Enterprise and Microsoft Azure™ platforms encrypt and delete data to maintain compliance.
  • Empower deal and portfolio teams with generative AI tools (15:37)
    See real examples of how custom GPTs act as digital analysts for market intelligence and financial reviews.
  • Use agentic AI and Microsoft™ Copilot to unlock productivity (30:02)
    Gain insight into how AI-powered meeting intelligence strengthens collaboration and institutional knowledge across deal teams and portfolio operations.
  • Accelerate AI adoption across the portfolio (39:04)
    Crowe specialists share a three-level framework for scaling AI across private equity firms.
  • Implement practical steps for sustainable AI growth (43:00)
    Learn how leading PE firms are investing in AI governance, model validation, and continuous enablement to stay ahead of industry disruption.

Only attendees of the live webinar are eligible for CPE or CLE credit for qualifying webinars. If you view the webinar recording on this page you may not be eligible for CPE or CLE. For questions about CPE, contact [email protected].

Additional CPE information.

Microsoft and Azure are trademarks of the Microsoft group of companies.

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Our quarterly Crowe ExPErtise Webinar Series provides insights and solutions that can help drive business growth. 

Contact us


Matt Redente
Matt Redente
Partner, Audit & Assurance, Crowe LLP
Partner, Crowe Advisory LLC
Doug Schrock at Crowe
Doug Schrock
Partner, Crowe Studio,
Crowe Advisory LLC
Zach Bernstein
Zach Bernstein
Consulting,
Crowe Advisory LLC

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