Every Document, Agentic: Fireside Chat for Heads of AI in Private Markets

Pitch decks. CIMs. LOIs. Management presentations. Diligence memos. LPAs. Capital call notices. Quarterly letters. ILPA templates. K-1s. KYC packets. Every document in the private markets workflow is a candidate for agentic automation.

The gap between “we use AI” and “we have agentic systems running production document workflows” is the difference between a science experiment and operational leverage. Firms that close it in 2026 will be measurably faster, leaner, and more accurate. Firms that don’t will be explaining why their costs didn’t scale with AUM.

The mandate isn’t whether to automate. It’s how — how to design agent workflows, how to evaluate outputs, how to structure document pipelines, and how to build human-in-the-loop systems that actually work in production.

You know there’s a better way. You just haven’t seen it yet.

Join AI executives in private markets and Alex Churchill, CRO of Equiforte, for a private, 45-minute fireside chat on how leading firms are deploying agentic AI across the full document stack — what’s working, what’s failing, and what the architecture actually looks like in production.

What you'll get

AI adoption benchmarks from 70 private markets firms on:

• Document automation
• Agent topology
• Evaluation frameworks
• Human-in-the-loop design
• Technical, peer-level discussion on what’s actually working in 2026

This will be a peer conversation about the operational challenge AI leaders are solving right now.

Details

• Capped at 30 attendees
• Chatham House Rule applies