Quelle formation IA choisir pour une équipe de Private Equity ?

La bonne formation IA pour une équipe de Private Equity dépend du niveau de maturité de l'équipe, des métiers concernés et des objectifs visés. Certaines équipes ont besoin d'une acculturation stratégique, d'autres d'ateliers très opérationnels sur la due diligence, l'analyse d'Information Memorandums, le screening de cibles ou la préparation des Investment Committees. Chez AI Sisters, nous concevons des formations IA pour le Private Equity adaptées aux équipes d'investissement, aux analystes et aux professionnels qui veulent intégrer l'IA de manière concrète, utile et sécurisée.

Comment l'intelligence artificielle peut-elle aider un fonds de Private Equity ?

L'intelligence artificielle peut aider un fonds de Private Equity à accélérer plusieurs étapes du processus d'investissement : screening de cibles, analyse d'Information Memorandums, lecture de datarooms, structuration de la due diligence, rédaction de notes d'investissement, préparation des comités ou reporting. Elle permet surtout de gagner du temps sur les tâches d'analyse, de synthèse et de structuration, sans remplacer le jugement humain.

Quels sont les meilleurs cas d'usage de l'IA dans le Private Equity ?

Dans le Private Equity, les meilleurs cas d'usage de l'IA consistent à accélérer les études de marché, le sourcing de cibles, la production de one-pagers à partir d'Information Memorandum, la préparation des dossiers pour le comité d'investissement et la cartographie des opportunités. Elle permet surtout de structurer plus vite une première analyse et de faire émerger plus rapidement les points clés d'un dossier ou d'un marché.

Peut-on utiliser l'IA pour analyser une dataroom en Private Equity ?

Oui, l'IA peut être utilisée pour analyser plus rapidement une dataroom, à condition de respecter un cadre clair de confidentialité, de vérification et d'usage. Elle peut aider à synthétiser des documents, faire ressortir des indicateurs clés, repérer des incohérences et structurer une première lecture. Elle agit comme un levier d'accélération et d'organisation, mais ne remplace pas une due diligence menée par des professionnels.

Comment sécuriser l'usage de l'IA dans un fonds d'investissement ?

Pour sécuriser l'usage de l'IA dans un fonds d'investissement, il est essentiel de définir un cadre clair de confidentialité, de choisir des outils adaptés aux données sensibles, de former les équipes aux bonnes pratiques et de mettre en place des processus de vérification et de validation des résultats produits par l'IA.

Peut-on créer des agents IA pour les équipes d'investissement ?

Oui, il est possible de créer des agents IA pour les équipes d'investissement, notamment des agents IA de recherche et d'études de marché, des agents de sourcing et de screening de cibles, des agents d'analyse documentaire capables de lire un Information Memorandum et d'en extraire les points clés, des agents d'aide à la rédaction d'Investment Memos, et des agents de veille et de reporting.

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Private Equity

AI is redefining Private Equity.
The best funds have understood this.
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AI training and AI agents for Private Equity: programmes built around how investment teams actually work.

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They train their teams in AI with AI Sisters

CASE STUDY

AI Sisters is an agency specialising in generative artificial intelligence for businesses. We support organisations through AI training, strategic consulting and the AI Sisters Lab, which designs and deploys practical AI solutions.

How is Private Equity using AI to invest better?

In Private Equity, AI makes it possible to process large volumes of information faster, speed up target sourcing, analyse Information Memorandums and data rooms, structure due diligence, strengthen investment memos and make certain key steps of the investment process more reliable.

AI Sisters combines knowledge of Private Equity with hands-on command of AI. We design tailored AI training for funds, investment teams, analysts and professionals who want to integrate AI into their daily work in a way that is useful, secure and immediately applicable.

Our AI training for Private Equity takes place in Paris and across France.

What they say

What our clients experienced

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“A huge thank you to AI Sisters for running our week dedicated to artificial intelligence. I came away with lots of practical ideas and a real desire to go further. It was clear, lively, inspiring and, above all, really useful.”

Maël Wehbé

Global HR Business Partner, Accor

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“The initial sessions brought everyone’s knowledge to the same level, while the hands-on workshops, adapted to our context, highlighted the remarkable potential of AI in our day-to-day work. The feedback is unanimous.”

Eric Hahn

Head of Skills, JCDecaux

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“AI Sisters took care to adapt every use case to our business challenges: controlling, procurement, M&A… It was a real success, and we are running more shows for the rest of the teams.”

Aymeric Chesneau

Head of Finance Transformation, Ipsen

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“At Samsung Electronics, we call on the best to train our employees in AI! A huge thank you to the amazing AI Sisters for their performance, and we look forward to what comes next!”

Florence Ferretti

HR Director, Samsung Electronics France

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“A brilliant day with AI Sisters, who personalised the AI training for our department by working directly on our use cases. We are leaving with practical tools to improve our productivity.”

Valérie Aure

Head of Learning Design, BPCE Assurances IARD

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Les Echos

“Thanks to the whole AI Sisters team for this excellent training. Great teaching, serious without taking themselves too seriously, and good humour: in short, you are brilliant.”

Nicolas Danard

Deputy CEO, Les Echos Le Parisien Médias

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Pain points

The challenges Private Equity faces with AI

4 concrete transformations for investment teams.

Processing more information, in ever shorter timeframes

Between Information Memorandums, data rooms, internal notes, benchmarks, sector analyses and discussions with management teams, investment teams have to absorb a large volume of information at every stage of a deal, and that volume multiplies during screening.

This information is plentiful, varied and sometimes scattered across several sources.

Yet it has to be read, cross-checked and understood quickly to steer the analysis, highlight red flags and prepare the next steps of the deal.

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The challenge is no longer just accessing data, but being able to read it, summarise it and quickly extract the signals that matter for the analysis.

Producing solid analysis without slowing down deal flow

In a fund, teams don't just have to read and understand information.

They also have to turn it quickly into usable analysis, clear red flags and deliverables that support decisions.

Across screening, due diligence, investment memos and investment committee preparation, the challenge stays the same.

Teams have to keep pace with deals without lowering the quality of analysis.

The challenge is therefore to save time on structuring the work while keeping high standards in reasoning, risk prioritisation and preparing the investment decision.

Using AI securely on sensitive topics and documents

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In a fund, teams handle confidential documents, sensitive analyses and information that cannot be shared without care.

The first uses of AI quickly raise the same questions: what data can we use? In which tool? With what level of confidentiality?

A second, equally practical concern follows: how reliable is what AI produces? Models can generate inaccurate information, invent figures or distort a source: hallucinations. In investment analysis, an undetected error can have real consequences.

The challenge is twofold: enabling teams to use AI in a useful, practical way, knowing which tools are secure for their data, and knowing how to check and validate what AI produces before relying on it.

Spotting the best opportunities before others

In Private Equity, the quality of sourcing often sets the best funds apart. Being on a deal early, before the teaser circulates and the data room opens, fundamentally changes the terms of a deal.

But mapping a sector, detecting weak signals in target markets, tracking management changes, growth dynamics or consolidation moves all takes time.

The challenge: cover a wider sourcing scope, more systematically, without relying only on the team's network and available time.

Our Expertise‍

Training, support and deployment of artificial intelligence in companies.

Tailored AI training for Private Equity

AI seminars and events

AI Sisters supports Private Equity funds in the practical adoption of artificial intelligence across investment roles.

We offer training in artificial intelligence dedicated to Private Equity.

It is adapted to the roles and challenges of the financial sector.

AI seminars and events for Private Equity:

AI Show: interactive AI awareness sessions on artificial intelligence in Private Equity
Hands-on workshops: concrete use cases for investment teams (due diligence, data room analysis, Investment Committee preparation, financial analysis, etc.)‍
Prompt engineering training: teams compete live to solve real business cases with prompts
‍AI agents training: from idea to working prototype in one day.

Our workshops are for investment teams and for the functions directly involved in analysing, structuring and monitoring deals.

✓ AI training for Private Equity teams

✓ Concrete use cases of AI for investment analysis

✓ AI & financial sector experts

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Development & AI agents for Private Equity

Turning funds' artificial intelligence projects into operational solutions

The AI Sisters Lab designs and deploys artificial intelligence solutions for Private Equity. It helps speed up investment analysis, due diligence and portfolio monitoring.

3 AI support formats for funds:

AI project assessment for Private Equity: identifying priority use cases, feasibility and ROI estimate
In-House AI Mission: AI experts embedded in your teams to structure artificial intelligence projects in investment funds
POC & MVP (6 weeks): building AI agents for due diligence, data room analysis and automated financial analysis
‍ELORA: the AI agent platform for Private Equity funds

✓ AI solutions for Private Equity funds

✓ Faster analysis of investment opportunities

✓ Rapid deployment of artificial intelligence solutions for Private Equity

Explore our AI training

60 %

time spent on data room analysis and documentary due diligence

faster production of investment memos and Investment Committee reports

+30 %

analyst team productivity through automated analysis and market monitoring

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AI use cases:

Private Equity training

Identify and qualify the right acquisition targets faster

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Structure a first market view before the deal

AI speeds up the early sourcing and screening phases by helping teams identify, qualify and prioritise the most relevant targets against their investment criteria more quickly.

Tools used: Perplexity / Claude

✓ Identify targets against precise criteria: sector, size, geography, financial profile

✓ Map a market and surface consolidation opportunities

✓ Structure a first build-up thesis from AI-assisted research

Carry out market studies faster before taking a stake

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Speed up the analysis of a sector, segment or competitive landscape

AI makes it possible to produce a first market view faster by consolidating key information on a sector, its players, its trends and its signs of growth or consolidation.

It helps investment teams build an overall picture more quickly before a deeper dive.

Tools used: Perplexity / Claude

✓ Quickly map a market, its segments, key players and recent dynamics

✓ Identify underlying trends, weak signals and competitive moves relevant to the analysis

✓ Structure a first usable market summary to feed investment thinking

Quickly produce a one-pager from an Information Memorandum

Bring out the key elements of a deal for a first structured read

AI speeds up the analysis of an Information Memorandum by highlighting the most important information in the file and helping to organise it into a clear summary format, useful for a first share, a team discussion or an opportunity review.

Tools used: ChatGPT / Copilot / Claude

✓ Quickly extract the key elements of the deal: business, figures, market, geography, management, equity story

✓ Format a first usable summary as a clear, structured one-pager

✓ Highlight the topics to dig into, the areas of concern and the questions to keep for the rest of the analysis

Structure, challenge and strengthen a deal before the investment committee

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Make a deal more robust before the decision

AI supports teams in preparing investment deliverables by structuring a thesis faster, rephrasing arguments, identifying risks and helping to challenge the deal before it is presented.

Tools used: ChatGPT / Copilot / Claude / Gamma

✓ Draft sections of an Investment Memo

✓ Challenge an investment thesis and simulate a committee's objections

✓ Generate a first structured, visual committee deck from a brief

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Map investment opportunities more clearly

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Visualise a deal flow, a market or an investment thesis in a usable format

Claude Artifacts turns research, a screening exercise or a sector analysis into a clear, interactive visual map. Teams can compare opportunities more easily, structure a market view and share a first overall picture.

Tools used: Claude Artifacts

✓ Visualise a set of targets against several criteria: sector, size, geography, maturity, growth profile

✓ Quickly bring out clusters of opportunities, white spaces or consolidation leads

✓ Produce a clear, shareable document to feed a team discussion or early investment thinking

Case Studies

Turenne Groupe

Banking / Private Equity / M&A

Corporate AI training: the Ardian case study

Corporate AI training: the Ardian case study

Banking / Private Equity / M&A

Our generative AI show at Tikehau Capital: tailor-made AI training for Private Equity

Generative AI training in companies for Tikehau Capital: 4 immersive shows, more than 700 employees trained, concrete use cases in Private Equity, Investor Relations, ESG and operations. A rapid adoption of their internal LLM.

Tikehau Capital

Partout en France

Nos formations IA dans toute la France

Nos formatrices se déplacent dans vos locaux, partout en France. Découvrez nos formations IA près de chez vous.

Nos formations IA en présentiel dans vos locaux, à Paris et partout en France, ou à distance pour vos équipes multi-sites.

À Toulouse, 130 managers de Daher ont par exemple construit leur propre agent IA en une journée.

130

managers

Voir le cas client Daher →

Nos formations IA

Certified training, funded by your OPCOs.

AI Sisters is a Qualiopi-certified training organisation so that we can offer training programmes that meet the most demanding quality standards.
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Our training programmes are therefore eligible (in full or in part) for the skills development plan, and so for funding from OPCOs (French training funds), employers, the FNE, etc.

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News & Press

In the press: AI Sisters

Find AI Sisters' interviews, op-eds and appearances in leading French media. We share lessons learned, real use cases and our view of AI in business.

Do you use AI at work?

"Most professionals do not know ChatGPT's latest 20 features. Our trainers help companies bring AI to everyone, from the leadership team (COMEX) to frontline teams."

+50

media appearances & events since launch

Press · TV · Podcasts · Conferences

Groupe Les Echos

AI: the Pariente sisters bring some pink to a world of geeks

Le Pitch: AI Sisters champions a different approach to AI

BFM Business, Good Morning Business, 7 October 2026

FAQ: AI training, AI audits and AI agents for Private Equity

AI Sisters already works with Private Equity and investment firms on AI training, AI upskilling, role-based workshops and practical uses for investment teams. Visible references include Ardian, Tikehau Capital, PAI Partners, Sagard, Capza, Chequers Capital, Florac, Andera and Initiative & Finance.

Book your Private Equity AI audit

Which AI training should a Private Equity team choose?

The right AI training for a Private Equity team depends on the team's maturity, the roles involved and the goals. Some teams need strategic AI awareness; others need very hands-on workshops on due diligence, analysing Information Memorandums, screening targets or preparing Investment Committees. At AI Sisters, we design AI training for Private Equity tailored to investment teams, analysts and professionals who want to integrate AI in a practical, useful and secure way, with experience already gained with players such as France Invest, Ardian, Tikehau Capital, Capza and Initiative & Finance.

How can artificial intelligence help a Private Equity fund?

Artificial intelligence can help a Private Equity fund speed up several stages of the investment process: target screening, Information Memorandum analysis, data room review, due diligence structuring, investment memo drafting, committee preparation and reporting. Above all, it saves time on analysis, summarising and structuring tasks, without replacing human judgement. These are exactly the kinds of uses on which AI Sisters already works in Private Equity and M&A.

What are the best AI use cases in Private Equity?

In Private Equity, the best AI use cases are speeding up market studies, target sourcing, producing one-pagers from Information Memorandums, preparing deals for the investment committee and mapping opportunities. Above all, AI helps structure a first analysis faster and bring out the key points of a deal or a market more quickly.

Can AI be used to analyse a data room in Private Equity?

Yes, AI can be used to analyse a data room faster, provided there is a clear framework for confidentiality, verification and use. It can help summarise documents, bring out key indicators, spot inconsistencies and structure a first read. It speeds things up and organises the work, but it does not replace due diligence carried out by professionals.

Which AI tools should a Private Equity fund use?

The AI tools used in a Private Equity fund depend on the use cases, the level of confidentiality required and the type of deliverable. ChatGPT, Claude and Copilot are often used for document summaries, drafting, analysis, structuring notes and preparing first deliverables. Perplexity can be useful for some market research or quick exploration. For more specialised needs, platforms such as AlphaSense add a more advanced research and market intelligence layer, particularly useful for due diligence, sector analysis, finding insights on a company or market, and quickly working through large volumes of financial and expert content.

How can an investment fund use AI securely?

To use AI securely in an investment fund, you need to define which tools are authorised, which types of data can be used, what information must never be shared and which verification rules apply. Successful adoption relies on a clear framework, suitable training and practical methods for teams.

Can AI agents be built for investment teams?

Yes, as long as they are designed around concrete use cases. In Private Equity, for example, it is possible to build AI agents for research and market studies, agents for target sourcing and screening, document analysis agents able to read an Information Memorandum and extract its key points, agents that help draft Investment Memos , or monitoring and reporting agents. The goal is to build agents that are genuinely useful for investment teams, based on the fund's documents, analysis criteria, workflows and confidentiality constraints.