Private Equity Findings, Issue 20 | Coller Capital
25 July 2024 Publication
Research & Insights

Private Equity Findings, Issue 20

Topics
Foreword By the numbers
Retrospective: A bigger picture
Overview Understanding LPs performanceThe role of academic research in PEThe most influential pieces of academic researchThe affect of the 2006-07 credit bubble Resilience of the PE industryThe the growth of private debt fundsAreas of current researchAreas of research opportunities?
What’s at stake?
Roundtable: Will AI transform private equity?
Overview PE embracing AI technologiesAI origination for VC investmentsThe limitations of AI & lack of dataAI in decision makingUsing AI to predict future outcomesDo LPs really need AI to process qualitative information?AI techniques to predict company director performanceDo large networks and directorships mean poor performance?What aspects of PE are ripe for AI disruption?AI for PE: hype vs. reality
Time for a new model? Time for a new model: The research viewpoint Time for a new model: The investor viewpoint The side letter arms race
AI in decision making
Foreword By the numbers
Retrospective: A bigger picture
Understanding LPs performance The role of academic research in PE The most influential pieces of academic research The affect of the 2006-07 credit bubble Resilience of the PE industry The the growth of private debt funds Areas of current research Areas of research opportunities?
What’s at stake?
Roundtable: Will AI transform private equity?
PE embracing AI technologies AI origination for VC investments The limitations of AI & lack of data AI in decision making Using AI to predict future outcomes Do LPs really need AI to process qualitative information? AI techniques to predict company director performance Do large networks and directorships mean poor performance? What aspects of PE are ripe for AI disruption? AI for PE: hype vs. reality
Time for a new model?
Time for a new model: The research viewpoint
Time for a new model: The investor viewpoint
The side letter arms race
Roundtable: Will AI transform private equity?
How should these findings affect the way VC firms use AI in decision-making?

 

“I certainly don’t think that AI can help you make a good investment, and I am doubtful that it can help you avoid one either. Most of the reasons bad investments go bad come down to people – the quality of decision-making in the team – or the fact that the way the financial data is collected, controlled and analysed is poor in the first place.

“I do see an important role for AI in public markets, where there are masses of information available, from individual analyst forecasts to consensus forecasts and company histories. That information can be pretty impenetrable and so funds could use AI to analyse that  information effectively and find patterns that lead to better decision-making. In private markets, however, I have a hard time seeing what role AI can play.”
Anne Glover

“VCs need to approach AI with a clear understanding of its strengths and limitations. AI and machine learning can provide valuable insights and streamline the investment screening process when there is ample and relevant data available. However, it’s important to remember that AI is not a silver bullet, and  human judgment remains a crucial component of the decision-making process, especially in the VC world, where innovation and disruption are key. The findings of my research should not be interpreted as a dismissal of AI in VC, but rather as a call to use it judiciously, recognising where it adds value and where human insight cannot currently be substituted with data technologies.”
Maxime Bonelli

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