2027 Edition
AI / Data & Insight
Private Capital
Breakfast

The AI / Data & Insight Private Capital Breakfast brings together portfolio company executives, data and AI leaders, operating partners, and PE deal teams for a senior-level, half-day forum on how AI is reshaping the private equity lifecycle, from sourcing and diligence through to portfolio value creation. Built around the "Humans and AI" operating model and set at Nasdaq in New York, it convenes 150 senior decision-makers for practitioner-led insights on what is actually working inside operating businesses.

Join Operating Partners, AI and Technology Leaders, Data Science Directors and Value Creation executives from some of the world’s most active and prominent private markets firms. Connect with peers, exchange ideas and gain practical insight from one of the industry’s most concentrated gatherings focused on AI, technology and operational value creation. A dedicated platform for meaningful discussion, shared learning and high-level collaboration.

Speakers

Speakers to be announced

Conference Themes

What the Room Will Be
Talking About

Three panels across one morning, covering the full PE-AI lifecycle.

01

AI Into Value Creation

The Capability Stack Picking Battles Humans AND AI

A panel combining AI-powered analytics and post-deal portfolio value creation: how funds move from dashboards and experimentation to repeatable AI playbooks that improve revenue, margin, productivity, and management decision quality across portfolio companies.

02

Smarter Deals, Better Handoffs

Diligence Beyond the Data Room Surviving the Handoff A Day-100 Plan with Teeth

How AI is reshaping pre-deal diligence, and how those insights carry into the first hundred days. Deal teams and operators on what survives the handoff, what gets lost, and how to make value creation planning start before signing, not after.

03

The AI Operating Model

AI Function & Governance Scaling Across the Business Talent & Measuring Impact

As AI becomes a strategic capability rather than a standalone technology initiative, private equity firms are rethinking how they organise teams, build internal expertise and support adoption across their portfolios. This discussion explores how firms are structuring AI leadership, defining responsibilities between investment, operating and technology teams, and creating governance models that can scale with rapidly evolving technologies.

The firms that make
this possible.

Representing the leading firms across private capital

Sponsors

To be announced

Sponsorship enquiries


Request the agenda

See the full line-up of panels and speakers for May 2027. Tell us where to send it.

From Connecting Capital Conversations

Episodes on AI and data in private markets

31 conversations across 3 seasons

AI / Data & Insight Private Capital Breakfast

Tickets & Registration

Registration for New York 2027 opens soon. Register your interest now and the CapLink team will contact you directly as soon as places are released.

AI / Data & Insight Private Capital Breakfast, Service Provider Pass, New York, May 2027
Service Provider Pass Opening soon
Pricing To be announced
Register your interest to request a place. Places are limited and allocated directly by CapLink.
Register Interest

Our team will be in touch when registration opens.

Venue

Nasdaq MarketSite

151 West 42nd Street
New York, NY 10036

May 2027 · Nasdaq, New York Register →