Download the White Paper | Scaling smarter: How PE firms leverage tech, data, AI and outsourcing to gain operational efficiency

Data fragmentation across fund vehicles, portfolio companies and LP records remains one of the most persistent operational challenges in private equity.

We partnered with Addepar to explore what modern PE operating models look like in practice.

Key themes include:

• Outsourcing is growing, but it only works with a coherent data strategy behind it.
• AI is automating reconciliations, flagging anomalies and compressing reporting cycles.
• The firms pulling ahead have seamless data flows across investor, portfolio, accounting and compliance functions.

Jonathan Balkin, Senior Partner at Alpha FMC, puts it best: “In private markets the firms that have unified their data aren’t just reporting more efficiently; they’re making sharper allocation decisions, identifying value creation opportunities earlier and building the kind of investor trust that drives re-ups. Data has moved from the back office to the boardroom, and firms that recognize that shift will be best able to adapt to the industry changes coming over the next decade.”