PRIVATE EQUITY IN PRACTICE
Build the Data and AI Backbone of a PE Firm
Make portfolio information useful and trustworthy.
Connect deal information, portfolio reporting and analytical work through clear definitions and ownership. Evaluate AI-supported workflows with access controls, validation and human accountability.
YOUR LEARNING OUTCOMES
What you will be able to do.
PE COOs, portfolio analytics leaders, operating partners and investment professionals shaping digital capabilities.
- Map deal, fund and portfolio-company information; agree definitions, data owners and the lineage behind important measures.
- Specify collection, reconciliation, access and exception handling so that comparisons retain their business meaning.
- Assess sourcing research, knowledge retrieval and reporting support against data availability, confidentiality and human review needs.
- Create evaluation cases, permission boundaries and rollout criteria, with explicit accountability for incorrect or incomplete outputs.
A portfolio data model, information-control map and prioritised roadmap for tested AI use cases.
IN PRACTICE
A situation you could face.
Every portfolio company reports the same KPI differently, deal knowledge sits in individual inboxes and partners want an AI assistant. Decide what must be standardised and controlled before adding more automation.
A portfolio data model, information-control map and prioritised roadmap for tested AI use cases.
Illustrative learning scenario.
CURRICULUM
Your learning path.
4 modules
01Define the information model
Map deal, fund and portfolio-company information; agree definitions, data owners and the lineage behind important measures.
02Design reliable reporting workflows
Specify collection, reconciliation, access and exception handling so that comparisons retain their business meaning.
03Choose bounded AI applications
Assess sourcing research, knowledge retrieval and reporting support against data availability, confidentiality and human review needs.
04Test and govern the roadmap
Create evaluation cases, permission boundaries and rollout criteria, with explicit accountability for incorrect or incomplete outputs.
THE EXPERIENCE
Practice with a purpose.
100% onlineNo in-person attendance required.
Case-based learning with practical working materials and feedback on your decisions. Your invitation confirms the teaching format, contributors, timetable and review scope.
Understand the decision
Define the question and the evidence a useful answer needs.
Test your judgement
Apply the method to a realistic case and explain your choices.
Review the quality
Use explicit criteria to judge the result and improve the work.
ABOUT YOUR APPLICATION
Before you apply.
Are courses delivered online?
Course materials, exercises and any included coaching or live sessions are delivered online. No in-person attendance required.
Each programme specifies its pace and included support. Your invitation confirms any scheduled sessions and their timing.
Why do I need to apply?
We review your background and any goals or motivation you choose to share to assess programme fit. There is no payment when you apply.
How do intakes work?
We welcome new participants in intakes over time. Apply for access and we will email you when the next intake opens for this programme.
When can I start?
We will confirm the start date, what is included and the fee when we invite you to join. You can then decide whether to take part. Applying does not give you immediate course access.
What does the fee cover?
Case-based learning with practical working materials and feedback on your decisions. Your invitation confirms the teaching format, contributors, timetable and review scope. The €690 shown is an estimated fee per person. We will confirm what is included, the final price and any applicable taxes before you decide to join.
Will I receive a certificate?
Your invitation will explain what you need to complete, how your work will be assessed and whether the programme includes a certificate. Any Academy certificate is separate from an accredited academic qualification.
Who is behind the Academy?
Scipio Academy draws on practical expertise from senior alumni of McKinsey, BCG and Bain. We will share details of the programme contributors and reviewers with your invitation. The firms do not sponsor or endorse these programmes.
CONTINUE EXPLORING
