AI isn’t the future—it’s already helping private equity and venture capital firms identify opportunities, drive portfolio performance, and unlock more time for value-creating initiatives. AI can fundamentally enhance your team’s efficiency and impact—both internally and for portfolio companies—but only if you can spot the use cases and apply it effectively.
To meet this need, we developed Practical AI, a hands-on training designed specifically for PE and VC professionals. Led by Jared Cohen, COO at NU, this complimentary session delivers a clear, actionable framework for integrating AI into your and your portfolio companies’ daily workflows.
As the leading executive search firm using AI across nearly every aspect of our work, NU is uniquely positioned to help teams harness its potential to achieve clear, impactful results.
Interested in AI training for private equity, venture capital, or portfolio companies? 1-hour to half-day sessions available. Contact us at [email protected].
What We Cover
- AI Techniques. Straightforward explanations of prompting, fine-tuning, RAG, custom GPTs, AI-first software, AI-featured software, and other internal tools that enhance workflows.
- AI Use Cases. Discover use cases designed specifically for private equity, venture capital, and portfolio company needs. Use AI as your copilot for creating investment memos, analyzing data, driving portfolio growth, and so on.
- Actually Using It. Practical instruction on prompting with real examples, leveraging AI in packaged software, and building custom AI internal tools to suit your firm’s unique needs.
- Creating the Mindset for Organizational Adoption. Develop a firm-wide adoption plan, including an AI-first mindset, to ensure AI becomes a core tool for efficiency and impact.
This isn’t about flashy buzzwords or theoretical concepts. Practical AI equips your team to start using AI tools more effectively, enhancing productivity, sharpening decision-making, and driving ROI.
To give you a clearer idea of what to expect, here’s a preview of some of the slides:
Why Get AI Training for Your Firm?
- AI Partner. Using AI is like having a second person, a co-pilot, to help with everything you do. Two people are better than one!
- AI Results. AI can help you produce higher-quality work with greater creativity and speed.
- AI Time Savings. Free up time for the high-impact, value-creating tasks that matter the most.
- AI Competitive Advantage. With AI, internal tools will become more important than ever. If you don’t adapt, your competitors will—and they’ll win.
About Jared Cohen, COO at NU
Jared is the Chief Operating Officer of NU Advisory Partners. With a background spanning technology, operations, finance, and law, Jared is a hands-on leader focused on building the culture, systems, technology, and data that make companies great.
Before joining NU, Jared held executive or founding roles at several organizations, including NYCOO, InCred, Tempo, Kickstarter, TeachersPayTeachers, and Threes Brewing. He has also served as an advisor, coach, and investor to startups, helping them solve their most difficult problems, optimize processes, and use technology to scale operations and maximize value.
About NU Advisory Partners
NU Advisory Partners is an AI- and tech-led retained executive search and advisory firm focused on senior executive, operating, and board positions.
Ready to upskill your team with AI training for private capital? 1-hour to half-day sessions available. Reach out at [email protected] to schedule a free Practical AI training session.
