AI training for private equity
Your leaders know the business. Help them turn that expertise into AI-enabled work that matters to the P&L.
Hands-on training for operating partners and portfolio executives, led by an operator who builds the systems himself.
For one leadership team or a cross-portfolio cohort.
The executive build loop
Start with a real operating constraint.
Turn executive expertise into a working example.
Evaluate accuracy, permissions and exceptions.
Give the work an owner and a measure.
Practical governance is part of the work, not a gate added at the end.
Built around the value creation agenda
Redesign high-friction work
Create customer value
Move with clear controls
Team Training
Two hours, live, on the AI platform your companies already use. Everyone learns the fundamentals, sets the AI up to work safely and leaves with a workflow they can repeat, built on examples from your operating priorities.
01
Learn
What AI is good at and where it goes wrong, how to ask for work clearly with the CRAFTS method, and the usage limits that matter when the inputs are board decks and portfolio data.
Clear requests that return usable first drafts.
02
Use
Personal and project instructions, what never goes into the tool under your fund and portfolio policies, and checking every output against its source before it reaches a deal team or a board.
A project with your reference material and the habit of checking.
03
Build
Work inside the apps your teams already use, turn a request they repeat into a reusable skill, and schedule it, such as a weekly portfolio brief.
One workflow the team runs every week.
Built for your context. One company's leadership team, a functional group or a cohort across the portfolio. The examples are agreed with you in advance, around their starting point.
Business expertise is the prerequisite.
Coding experience is not.
Team Training
No limit on the number of people trained*
Add Trazomo for your team at 25% off, so everyone keeps practicing after the session.
Organizational Guidance is available subject to chosen Platform.
Just you? Executive Working Sessions, $1,500. Explore the training
* If over 30 people, Sal needs to confirm agenda fits your team's needs.
Applied learning
Select exercises tied to your portfolio's operating priorities. Each one connects a business problem, a working example and a way to judge whether it helps.
Practice turning inconsistent company inputs into a source-linked operating brief, with missing data clearly flagged.
What to measureReporting time · completeness · corrections
Compare sample terms, usage and invoices. Surface exceptions for a finance owner to verify before taking action.
What to measureExceptions found · review time · false positives
Use sample aging and account context to prepare a collections queue and draft follow-ups, with human approval before sending.
What to measureQueue preparation time · escalation quality
Normalize synthetic vendor records, identify possible overlap and assemble the evidence for a sourcing decision.
What to measureMatch accuracy · review effort · data coverage
Build a source-grounded onboarding or training prototype from approved material, with expert review and checks for understanding.
What to measureTime to first value · accuracy · learner completion
Prototype request triage and a grounded response workflow. Define what it may answer, what it must escalate and who owns the result.
What to measureHandling time · resolution quality · escalations
Illustrative workshop exercises, not claims of completed PE engagements. Labs use synthetic or explicitly approved material; a training prototype is not a production deployment.
Every lab makes room for exceptions, evidence and human approval. Leaders learn to ask what the system can access, how its output is evaluated and when it must stop and ask for help.
Governance
by doing.
Your instructor & building partner
I work at the intersection of business transformation, hands-on AI building and practical governance.
I've spent six years doing business transformation in legal, led teams as a law-firm partner and consultant, and operated businesses as an entrepreneur. I understand the P&L, and the work it takes to change the processes behind it.
I also build applied AI and multi-agent systems myself. That means we can move from an executive's idea to the workflow, infrastructure, business logic and controls that would make it useful.
My legal background is an advantage when procurement, privacy, risk or governance slows adoption. The goal is to help your team move with sound judgment.
The PE context
PE firms are investing in hands-on AI execution. My training offer focuses on a complementary need: executives who can identify, evaluate and sponsor that work.
Market signal 01
A hands-on portfolio approach across building, attracting, delivering and growing.
Market signal 02
An AI orchestration acquisition embedded in lower-middle-market value creation.
Independent market references, not clients, partners or endorsements.
Start with your portfolio
Let's build the training around that.
Bring an operating priority, the people you want to train and where they're starting. We'll agree the session's examples with you in advance. Prefer LinkedIn? Message me there.