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Lunch discussion 03 (invitation-only for operating partners) — The new value creation lever: what AI is actually doing to product velocity and hold-period returns
This working lunch for all tech and AI operating partners will provide an opportunity to hear key insights from experts and swap notes. We will explore how nearly every PE firm is experimenting with AI in software product development. Alpha across the fund remains elusive. That's changing. More firms now recognize that software product engineering is a powerful value creation lever. Done right, impact compounds across the fund.
- Compressing product launches from 21 months to 10 and modernizing legacy platforms at one-third the cost and half the time
- Pulling forward portfolio-company exits through parallel product modernization in production: the results show up in hold-period math, not innovation-theater decks
- How AI is rewriting product engineering economics, why AI Arbitrage is replacing traditional services arbitrage, and what production agents inside regulated environments deliver
- What's the toughest product engineering hurdle right now: tech, talent, or operating model?
- Do value-creation theses get rewritten when engineering timelines compress by half?
- If you could run one AI-led engineering bet across a portco this year, where would you place it, and why?
Karthik Krishnamurthy, CEO and Founder, Ascendion
Rohini Christina Williams, SVP, Global Head of Strategic Growth PE & Restructuring, Ascendion
