Contributing Executive: Amy Bann is an operating leader and board director who has led PE and family-office backed companies through transformations across market growth strategy, AI adoption, product launch, people and operations.

AI adoption has become a mandate for many PE-backed businesses. This presents a challenge for executives seeking to maintain institutional knowledge and business continuity in an environment where competition, time-to-market, and pricing structures are changing not in months or years, but in weeks. 

For portfolio company leaders, the objective is not merely to adopt AI because competitors are doing the same. It is to determine where AI can create measurable value, how to implement it responsibly, and how to align those efforts with the broader goals of the business and the expectations of your sponsor.  

Align Your AI Strategy with Sponsor Expectations

Today, sponsors expect their management teams to have an AI strategy. That doesn’t mean every executive needs to become an AI expert overnight. However, executive teams should work together to establish a shared understanding of: 

  • The highest-value opportunities for AI to drive growth, efficiency and scalability  
  • The most significant risks AI poses to the business  
  • How AI may impact key functions, workflows, and competitive positioning 

Before implementing major changes, your top priority is to row in the same direction on AI adoption as your sponsor. Together, you and your sponsor should determine what role AI will play in the company’s value creation plan and how success will be measured. 

Alignment within the executive team is just as important. Disconnected initiatives across functions can create duplicati...