AI is reshaping the back office, but judgment, controls and data still remain critical
As private funds move past the pilot stage, the question is no longer whether AI can help, but where it should sit alongside the people doing the work. The gains are real but uneven. GPs are shifting from experimentation toward agents that act on their own, yet humans still need to stay in the loop. The firms moving fastest are often the ones investing most in guardrails – like keeping an eye on what an agent can touch and what it must escalate – and staying on top of who owns the output when something is wrong. This special report examines how managers can speed up execution without loosening the controls behind it, and why those that strike that balance will pull ahead.
INSIDE THE REPORT
From AI experiments to agents of change
GPs are moving to agents that act on their own, but CFOs are finding that autonomy has to be earned.
How private funds’ approaches to AI are evolving
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Aztec Group on the judgment of technology
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
RSM US on the AI-enabled private fund CFO
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Secondaries market embraces tech
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Manager due diligence 2.0 is already here
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Reshaping fund operations with automation with CSC
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Where’s the ROI in AI?
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
Juniper Square on getting the foundations of AI right
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
AI in private debt: A modest start but rapid growth
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
iCapital on reusable digital identity as a growth lever
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
How AI is reshaping legal counsel
As Private Funds CFO's Special Report shows, AI is reshaping the back office, but judgment, controls and data still remain critical.
DOWNLOAD THE MAGAZINE
LATEST AI STORIES
PREVIOUS REPORTS
Technology and artificial intelligence continue to reshape every aspect of private equity, including reinventing the back office
While AI dominates conversations in this data-driven industry and is quickly becoming part of every CFO’s toolkit, it is not the only technology that fund managers are exploring. As adoption accelerates, professionals must learn to leverage existing systems alongside AI. Automation is also transforming how LPs and GPs collaborate. Despite these advances, many firms remain cautious, taking a ‘wait-and-see’ approach – particularly when it comes to applying AI in legal and compliance functions. This special report examines how advances in technology are making impact on the private funds industry.
For private funds, is it really all about AI?
The potential and risks of using artificial intelligence are being discussed in every sphere, but in the data-heavy world of private fund management, it is not the only tech innovation to think about.
Five reasons automation and new technologies are top of mind for CFOs
Key trends driving automation, systems and technology adoption for private funds.
Aztec Group on why experience matters for investors
Returns are no longer enough with today’s investors expecting a seamless, technology-driven experience that removes friction from every interaction, says Aztec Group’s Sadrack Belony.
Juniper Square on AI’s outsized impact
Artificial intelligence tools are revolutionizing the way managers collect and use data. Juniper Square’s Brandon Rembe describes how.
Automated fund monitoring is rewiring the LP-GP relationship
Investors are adopting the technology in ever greater numbers – and it could have far-reaching consequences for how they interact with PE managers.
CSC: Modernizing fund ops without losing control
CSC’s global head of fund solutions, Ram Chandrasekar, describes how managers can pursue back-office innovation while maintaining data control through co-sourcing.
AI too risky for some legal and compliance tasks
GPs still rely on human oversight to avoid costly errors in regulatory filings or investor communications.
FIS: Embracing tech to break down boundaries
Private equity leaders are under pressure to embrace technology while balancing investor demands, regulation and operational resilience, says FIS’s Ferhat Ansari.
AI impact on talent
Artificial intelligence is retooling the back office and the teams that work there.
AI, blockchain and other innovations are changing how the private equity industry operates.
The world of private equity is increasingly embracing transformative technology, from artificial intelligence to automation, blockchain and advanced data platforms. It’s a radical departure from some of the industry’s established ways of working. But while the time-, cost- and labor-saving efficiencies up for grabs are undoubtedly appealing, these tools also raise some significant challenges, not least in terms of governance structures and ensuring cybersecurity protocols are bulletproof. For some fund leaders, it’s bound to open up a whole new set of considerations.
Stepping into the age of transformative tech
From automation and artificial intelligence to blockchain, PE firms are increasingly implementing advanced technologies.
SEI on delegating data stewardship
The stakes couldn’t be higher for GPs looking to ensure their data is secure and accurate. That’s precisely why they should resist bringing more data management responsibilities in-house, says SEI's Christopher Edwards.
The rise of integrated vigilance in cybersecurity
CFOs are addressing today’s cybersecurity risks by fully integrating their technology, compliance and governance efforts as part of a holistic defense strategy.
As the private funds industry increasingly moves towards widescale automation within the back- and middle-office, the potential of artificial intelligence integration is has captured the imagination of fund leaders. In this special report, we explore how AI is being adopted into fund processes and the hurdles faced by the managers on this front, as well as how GPs are navigating the complexities of modern data management processes.
Jersey Finance on transitioning to tokenization
The digitalization of real assets will present a unique opportunity for jurisdictions that can remain competitive on technology and regulation, according to Elliot Refson and Philip Pirecki of Jersey Finance.
Artificial intelligence moves up the private funds agenda
AI technology is becoming a must-have, rather than a nice-to-have, in an increasingly competitive private funds market.
Explainable AI will blaze a trail in fund administration
Developments in artificial intelligence will rely on improvements in accuracy, reliability and transparency, writes Hebbia's George Sivulka.
PFA Solutions on how automation can ease the carry and compensation burden
Automated carry management systems can help private funds navigate an increasingly complex macroeconomic climate and improve talent retention by providing transparency, says Richard Change of PFA Solutions.
Charting the future of AI
Managers have mixed opinions on which areas of private funds management will most benefit from artificial intelligence technology, according to Private Funds CFO’s latest Private Fund Leaders Survey.
From artificial intelligence to automated waterfall processes, in this special report we examine how advances in technology are making their presence felt in the private funds industry.
No one can afford to be left behind, which is why demand for automated systems is growing rapidly. But robotic process automation isn’t just about augmenting what’s being done. In some cases, it’s freeing up teams from spending countless hours at repetitive tasks so that the brain trust of the private markets can be focused where human capital is most effective.
If technology can be trusted to take the wheel on those tasks that are more suited to a digital mind than a human one, people can be fully engaged in cultivating the relationships that are core to private markets. Are robots, automation and technology perhaps paving the way for a more human future?
