Category: General

Jul 29, 2025

The AI Fix for Private Equity - Book Index

There’s a new breed of AI consultant.

Armed with buzzwords, LinkedIn polls, and zero P&L responsibility, they’ll promise to “transform your business” with chatbots and code copilots.

What they’re really doing?

Pitching a slightly cheaper version of the same broken system you already have.

The AI Fix isn’t that.

It’s not a parade of pilot projects or a roadmap to automate your way into irrelevance.

It’s a blueprint for building intelligent businesses—where AI isn’t bolted on, it’s built in.

Where growth comes from better decisions, better experiences, and better-designed operations.

Yes, private equity firms will find this playbook essential.

But founders, CEOs, and operators in any fast-moving company will recognize the urgency.

Because in the next cycle, the winners won’t be the ones who cut the most.

They’ll be the ones who designed for intelligence from the start.

If your AI “strategy” fits on a slide called “Cost Reduction,”

you’re already falling behind.


EXECUTIVE SUMMARY

MEET THE AUTHORS

PART I: FOUNDATION AND FRAMING

INTRODUCTION

AI IN THE FOUR PHASES OF THE PE DEAL

FOUNDATIONS FIRST; BUILD SECOND

STOP! BEFORE SPENDING

SYSTEM LEADERSHIP AND DECISION AUTHORITY

THE OLD STRATEGY MODEL v THE NEW SYSTEMS MODEL

CORE-FIRST AI USE CASE

THE AI ADOPTION SEQUENCE

THE LEADERSHIP MINDSET SHIFT

THE THREE APPLICATIONS OF AI

BUILDING THE CORE

SYSTEMS THINKING AND THE THEORY OF CONSTRAINTS

PART II: THE PRE-DEAL

DEAL SOURCING & THESIS DEVELOPMENT

DUE DILIGENCE

ASSESSING DIGITAL MATURITY                                                                                                       

EVALUATING AI LITERACY IN LEADERSHIP                                                                                

VALIDATING AI CLAIMS                                                                                                                          

PART III – THE FIRST 100 DAYS                                                                                                           

WHAT DOES THIS NEW SYSTEM LOOK LIKE?                                                                          

THE BACKBONE OF AN INTELLIGENT SYSTEM                                                                       

WHAT MUST BE TRUE                                                                                                                              

THE 100-DAY ROADMAP THAT HOLDS                                                                                         

PART IV – TRANSFORMATION AND GROWTH                                                                          

THE HARD GROWTH PATH                                                                                                                   

BUY vs BUILD vs BLEND                                                                                                                        

INVESTMENT WITH FINANCIAL DISCIPLINE                                                                             

GOVERNANCE AS VALUE PROTECTION                                                                                     

GOVERNANCE MATURITY ACROSS THE PE DEAL CYCLE                                                

THE EFFICIENCY PARADOX                                                                                                                 

AI VALUE CAPTURE                                                                                                                                   

THE QUICK WIN MACHINE                                                                                                                  

THE FASTEST PATH TO EARLY RESULTS                                                                                       

FINDING FINANCIAL WINS THAT MATTER                                                                                 

WE NOW KNOW WHERE TO LOOK, BUT WHAT ARE WE LOOKING FOR?             

LINKING CORE SAAS METRICS TO VALUE CREATION OBJECTIVES                          

AI BUSINESS REPORTING                                                                                                                     

HOW LONG DO WE HAVE TO WAIT?                                                                                             

IT’S TIME FOR DIFFERENTIATION                                                                                                    

THE PAYOFF                                                                                                                                                   

WHEN IT DOESN'T WORK                                                                                                                     

MANAGING PE OWNER PRESSURE                                                                                               

PART V: PREPARING FOR EXIT                                                                                                           

WARNING!                                                                                                                                                      

WE ARE DIFFERENT!                                                                                                                                

AI EXIT DUE DILIGENCE                                                                                                                         

BUYER DUE DILIGENCE FOCUS                                                                                                      

SELLING COMPOUNDING VALUE, NOT JUST COMPLIANCE                                         

NAVIGATING THE EXIT GAUNTLET                                                                                                  

PREMIUM v DISCOUNTED EXITS                                                                                                      

AI NARRATIVE CONSTRUCTION                                                                                                       

NARRATIVE PITFALLS TO AVOID                                                                                                       

PROBLEM RESOLUTION                                                                                                                       

A SUCCESSFUL AI EXIT EXECUTION                                                                                             

THE FUTURE WILL NOT WAIT                                                                                                             

THE WINDOW IS OPEN

There’s a new breed of AI consultant.

Armed with buzzwords, LinkedIn polls, and zero P&L responsibility, they’ll promise to “transform your business” with chatbots and code copilots.

What they’re really doing?

Pitching a slightly cheaper version of the same broken system you already have.

The AI Fix isn’t that.

It’s not a parade of pilot projects or a roadmap to automate your way into irrelevance.

It’s a blueprint for building intelligent businesses—where AI isn’t bolted on, it’s built in.

Where growth comes from better decisions, better experiences, and better-designed operations.

Yes, private equity firms will find this playbook essential.

But founders, CEOs, and operators in any fast-moving company will recognize the urgency.

Because in the next cycle, the winners won’t be the ones who cut the most.

They’ll be the ones who designed for intelligence from the start.

If your AI “strategy” fits on a slide called “Cost Reduction,”

you’re already falling behind.


EXECUTIVE SUMMARY

MEET THE AUTHORS

PART I: FOUNDATION AND FRAMING

INTRODUCTION

AI IN THE FOUR PHASES OF THE PE DEAL

FOUNDATIONS FIRST; BUILD SECOND

STOP! BEFORE SPENDING

SYSTEM LEADERSHIP AND DECISION AUTHORITY

THE OLD STRATEGY MODEL v THE NEW SYSTEMS MODEL

CORE-FIRST AI USE CASE

THE AI ADOPTION SEQUENCE

THE LEADERSHIP MINDSET SHIFT

THE THREE APPLICATIONS OF AI

BUILDING THE CORE

SYSTEMS THINKING AND THE THEORY OF CONSTRAINTS

PART II: THE PRE-DEAL

DEAL SOURCING & THESIS DEVELOPMENT

DUE DILIGENCE

ASSESSING DIGITAL MATURITY                                                                                                       

EVALUATING AI LITERACY IN LEADERSHIP                                                                                

VALIDATING AI CLAIMS                                                                                                                          

PART III – THE FIRST 100 DAYS                                                                                                           

WHAT DOES THIS NEW SYSTEM LOOK LIKE?                                                                          

THE BACKBONE OF AN INTELLIGENT SYSTEM                                                                       

WHAT MUST BE TRUE                                                                                                                              

THE 100-DAY ROADMAP THAT HOLDS                                                                                         

PART IV – TRANSFORMATION AND GROWTH                                                                          

THE HARD GROWTH PATH                                                                                                                   

BUY vs BUILD vs BLEND                                                                                                                        

INVESTMENT WITH FINANCIAL DISCIPLINE                                                                             

GOVERNANCE AS VALUE PROTECTION                                                                                     

GOVERNANCE MATURITY ACROSS THE PE DEAL CYCLE                                                

THE EFFICIENCY PARADOX                                                                                                                 

AI VALUE CAPTURE                                                                                                                                   

THE QUICK WIN MACHINE                                                                                                                  

THE FASTEST PATH TO EARLY RESULTS                                                                                       

FINDING FINANCIAL WINS THAT MATTER                                                                                 

WE NOW KNOW WHERE TO LOOK, BUT WHAT ARE WE LOOKING FOR?             

LINKING CORE SAAS METRICS TO VALUE CREATION OBJECTIVES                          

AI BUSINESS REPORTING                                                                                                                     

HOW LONG DO WE HAVE TO WAIT?                                                                                             

IT’S TIME FOR DIFFERENTIATION                                                                                                    

THE PAYOFF                                                                                                                                                   

WHEN IT DOESN'T WORK                                                                                                                     

MANAGING PE OWNER PRESSURE                                                                                               

PART V: PREPARING FOR EXIT                                                                                                           

WARNING!                                                                                                                                                      

WE ARE DIFFERENT!                                                                                                                                

AI EXIT DUE DILIGENCE                                                                                                                         

BUYER DUE DILIGENCE FOCUS                                                                                                      

SELLING COMPOUNDING VALUE, NOT JUST COMPLIANCE                                         

NAVIGATING THE EXIT GAUNTLET                                                                                                  

PREMIUM v DISCOUNTED EXITS                                                                                                      

AI NARRATIVE CONSTRUCTION                                                                                                       

NARRATIVE PITFALLS TO AVOID                                                                                                       

PROBLEM RESOLUTION                                                                                                                       

A SUCCESSFUL AI EXIT EXECUTION                                                                                             

THE FUTURE WILL NOT WAIT                                                                                                             

THE WINDOW IS OPEN

There’s a new breed of AI consultant.

Armed with buzzwords, LinkedIn polls, and zero P&L responsibility, they’ll promise to “transform your business” with chatbots and code copilots.

What they’re really doing?

Pitching a slightly cheaper version of the same broken system you already have.

The AI Fix isn’t that.

It’s not a parade of pilot projects or a roadmap to automate your way into irrelevance.

It’s a blueprint for building intelligent businesses—where AI isn’t bolted on, it’s built in.

Where growth comes from better decisions, better experiences, and better-designed operations.

Yes, private equity firms will find this playbook essential.

But founders, CEOs, and operators in any fast-moving company will recognize the urgency.

Because in the next cycle, the winners won’t be the ones who cut the most.

They’ll be the ones who designed for intelligence from the start.

If your AI “strategy” fits on a slide called “Cost Reduction,”

you’re already falling behind.


EXECUTIVE SUMMARY

MEET THE AUTHORS

PART I: FOUNDATION AND FRAMING

INTRODUCTION

AI IN THE FOUR PHASES OF THE PE DEAL

FOUNDATIONS FIRST; BUILD SECOND

STOP! BEFORE SPENDING

SYSTEM LEADERSHIP AND DECISION AUTHORITY

THE OLD STRATEGY MODEL v THE NEW SYSTEMS MODEL

CORE-FIRST AI USE CASE

THE AI ADOPTION SEQUENCE

THE LEADERSHIP MINDSET SHIFT

THE THREE APPLICATIONS OF AI

BUILDING THE CORE

SYSTEMS THINKING AND THE THEORY OF CONSTRAINTS

PART II: THE PRE-DEAL

DEAL SOURCING & THESIS DEVELOPMENT

DUE DILIGENCE

ASSESSING DIGITAL MATURITY                                                                                                       

EVALUATING AI LITERACY IN LEADERSHIP                                                                                

VALIDATING AI CLAIMS                                                                                                                          

PART III – THE FIRST 100 DAYS                                                                                                           

WHAT DOES THIS NEW SYSTEM LOOK LIKE?                                                                          

THE BACKBONE OF AN INTELLIGENT SYSTEM                                                                       

WHAT MUST BE TRUE                                                                                                                              

THE 100-DAY ROADMAP THAT HOLDS                                                                                         

PART IV – TRANSFORMATION AND GROWTH                                                                          

THE HARD GROWTH PATH                                                                                                                   

BUY vs BUILD vs BLEND                                                                                                                        

INVESTMENT WITH FINANCIAL DISCIPLINE                                                                             

GOVERNANCE AS VALUE PROTECTION                                                                                     

GOVERNANCE MATURITY ACROSS THE PE DEAL CYCLE                                                

THE EFFICIENCY PARADOX                                                                                                                 

AI VALUE CAPTURE                                                                                                                                   

THE QUICK WIN MACHINE                                                                                                                  

THE FASTEST PATH TO EARLY RESULTS                                                                                       

FINDING FINANCIAL WINS THAT MATTER                                                                                 

WE NOW KNOW WHERE TO LOOK, BUT WHAT ARE WE LOOKING FOR?             

LINKING CORE SAAS METRICS TO VALUE CREATION OBJECTIVES                          

AI BUSINESS REPORTING                                                                                                                     

HOW LONG DO WE HAVE TO WAIT?                                                                                             

IT’S TIME FOR DIFFERENTIATION                                                                                                    

THE PAYOFF                                                                                                                                                   

WHEN IT DOESN'T WORK                                                                                                                     

MANAGING PE OWNER PRESSURE                                                                                               

PART V: PREPARING FOR EXIT                                                                                                           

WARNING!                                                                                                                                                      

WE ARE DIFFERENT!                                                                                                                                

AI EXIT DUE DILIGENCE                                                                                                                         

BUYER DUE DILIGENCE FOCUS                                                                                                      

SELLING COMPOUNDING VALUE, NOT JUST COMPLIANCE                                         

NAVIGATING THE EXIT GAUNTLET                                                                                                  

PREMIUM v DISCOUNTED EXITS                                                                                                      

AI NARRATIVE CONSTRUCTION                                                                                                       

NARRATIVE PITFALLS TO AVOID                                                                                                       

PROBLEM RESOLUTION                                                                                                                       

A SUCCESSFUL AI EXIT EXECUTION                                                                                             

THE FUTURE WILL NOT WAIT                                                                                                             

THE WINDOW IS OPEN

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NeWTHISTle Consulting

DELIVERING CLARITY FROM COMPLEXITY

Copyright © 2024 NewThistle Consulting LLC. All Rights Reserved

NeWTHISTle Consulting

DELIVERING CLARITY FROM COMPLEXITY

Copyright © 2024 NewThistle Consulting LLC. All Rights Reserved

NeWTHISTle Consulting

DELIVERING CLARITY FROM COMPLEXITY

Copyright © 2024 NewThistle Consulting LLC. All Rights Reserved