On Demand
Put your Data to work
AI is moving fast—but for most private capital firms, the gap between hype and hands-on adoption is still wide.
The firms closing that gap aren't waiting for a perfect strategy. They're experimenting with the data they already have, building repeatable workflows, and discovering what actually works across the investment lifecycle.
This workshop brings together practitioners from four of the leading platforms in private capital to share what they're hearing directly from their customers — the trends gaining traction, the workflows being transformed, and the use cases that are delivering real results. Each speaker will combine on-the-ground perspective with live demos and practical examples you can take back to your firm.
We'll cover four stages of the deal cycle — sourcing, due diligence, deal management, and portfolio monitoring — with concrete workflows, and best practices drawn from what's actually working across private equity, venture capital, and private credit today.
Whether you're a deal professional, portfolio manager, or firm leader, you'll leave with a clear picture of where AI is heading in private capital and a practical set of tools to start using immediately.
4 Sessions:
- Proprietary Deal Flow with Grata
Tuesday, June 16, 2026
Nevin Raj from Grata shows how firms are finding off-market companies before anyone else and how combining that market intelligence with Affinity relationship data turns a cold target list into a warm pipeline.
- Deal Sourcing with Crunchbase
Tuesday, June 23,2026
Nick Hill from Crunchbase demos how AI-powered workflows turn an investment thesis into a qualified prospect list in minutes, from mapping emerging markets to identifying companies most likely to raise in the next six months.
- Due Diligence with AlphaSense
Tuesday, June 30,2026
Ben Collins from AlphaSense shows how AI is collapsing weeks of fragmented research into hours with a live demo of rapid thesis testing.
- Portfolio Monitoring with Lumonic
Tuesday, July 7,2026
Kevin Hsu, CEO of Lumonic (a PitchBook company), demos how their connected MCP workflows automate portfolio data flows so your team gets a real-time view of the entire portfolio without the manual entry.
By registering, you consent to your registration information (name, email, and company) being shared with our co-hosts, Grata, Crunchbase, AlphaSense and Lumonic, for follow-up communications related to this event.
The firms closing that gap aren't waiting for a perfect strategy. They're experimenting with the data they already have, building repeatable workflows, and discovering what actually works across the investment lifecycle.
This workshop brings together practitioners from four of the leading platforms in private capital to share what they're hearing directly from their customers — the trends gaining traction, the workflows being transformed, and the use cases that are delivering real results. Each speaker will combine on-the-ground perspective with live demos and practical examples you can take back to your firm.
We'll cover four stages of the deal cycle — sourcing, due diligence, deal management, and portfolio monitoring — with concrete workflows, and best practices drawn from what's actually working across private equity, venture capital, and private credit today.
Whether you're a deal professional, portfolio manager, or firm leader, you'll leave with a clear picture of where AI is heading in private capital and a practical set of tools to start using immediately.
4 Sessions:
- Proprietary Deal Flow with Grata
Tuesday, June 16, 2026
Nevin Raj from Grata shows how firms are finding off-market companies before anyone else and how combining that market intelligence with Affinity relationship data turns a cold target list into a warm pipeline.
- Deal Sourcing with Crunchbase
Tuesday, June 23,2026
Nick Hill from Crunchbase demos how AI-powered workflows turn an investment thesis into a qualified prospect list in minutes, from mapping emerging markets to identifying companies most likely to raise in the next six months.
- Due Diligence with AlphaSense
Tuesday, June 30,2026
Ben Collins from AlphaSense shows how AI is collapsing weeks of fragmented research into hours with a live demo of rapid thesis testing.
- Portfolio Monitoring with Lumonic
Tuesday, July 7,2026
Kevin Hsu, CEO of Lumonic (a PitchBook company), demos how their connected MCP workflows automate portfolio data flows so your team gets a real-time view of the entire portfolio without the manual entry.
By registering, you consent to your registration information (name, email, and company) being shared with our co-hosts, Grata, Crunchbase, AlphaSense and Lumonic, for follow-up communications related to this event.
