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Private Equity AI Strategy
Breakfast Briefings

Real insights & valuable connections to deliver successful AI outcomes

Our breakfast briefing, carefully crafted to cut through the hype, provide accessible and actionable insights for Private Equity professionals. Dive deep into real case studies, engage in hands-on workshops, and develop valuable connections with experts.

Next Briefing: 2 December 2025

Delegates

Insightful

Gain relevant insights from real life case studies, subject matter experts and your peers. Each session is designed to uncover AI’s role in private equity, helping you translate trends into actionable strategies.

Practical

Engage in workshop and demonstrations led by practitioners and innovators who turn AI concepts into real-world solutions. These sessions will provide a proven roadmap for implementing AI.

Accessible

Join roundtable and panel discussions designed to demystify AI. Peers, subject matter experts and selected vendor partners will help you make advanced AI tools relevant, understandable, and effective for you and your firm.

Independent

Participate in a network offering you a genuine, trustworthy space for learning and sharing. The breakfast briefings provide open, unbiased content, allowing you to explore AI’s potential with confidence.

Breakfast Briefing #5
8-11am | Tuesday 2 December 2025 | London
> More details coming soon <

Breakfast Briefing #4
8-11am | Tuesday 10 June 2025 | London

Our Partners

Visionary Partner

x

Innovation Partners

Network Partners

Speakers

Chief Data & AI Officer, Board & PE Advisor, and Innovation Expert

Niresh Rajah

Niresh is global executive, specialising in Data & AI-driven transformations, with senior leadership experience at Barclays, Lloyds, Danske Bank, and Grant Thornton.

Chief Medical Officer, Heidi Health

Dr Hannah Allen

Hannah is GP by background and has worked in the tech sector for over 10 years. She's passionate about technology that enhances the clinician and patient experience of healthcare.

Chief AI Officer, General Purpose

Tom Hewitson

Tom is founder of a leading provider of instructor-led classes dedicated to teaching the rest of us how to use AI well.

Co-founder, Kubrick Group

Simon Walker

Simon co-founded Kubrick to address critical technology skill shortages, enabling firms to adopt next-generation tech while kick-starting careers for future tech leaders.

Director, Livingbridge

Ewen Melling

A specialist in leading process improvements and directing change programmes with a mix of IT and business projects.

Agenda

Case study

AI-Driven Pivot: The Rapid Growth Journey of Heidi Health

Dr Hannah Allen, Chief Medical Officer, Heidi Health

In this candid and insightful session, Dr Hannah Allen will share Heidi Health's remarkable transformation from a struggling software start-up into a thriving AI-native leader in clinical documentation. Launched in the UK in 2024, Heidi Health has experienced rapid growth, supported by $26m in funding to date, driven by its comprehensive AI-powered platform.

Key discussion points include:

Demonstrating the Heidi Health platform: Understanding the core value proposition and real-world impact
Navigating the pivot: Insights into strategic shifts in product focus, go-to-market approach (including PLG and freemium models), organisational culture, and sector perception
Practical learnings: Strategies for successfully building and scaling an AI-first business amid an evolving technology and regulatory landscape

The audience will gain valuable insights into how agile pivots and strategic deployment of AI can lead to accelerated growth and substantial market opportunities.

Expert view & case study

Laying the data foundation: an AI ready roadmap

Chair: Niresh Rajah, Group Chief Data & AI Officer

Private Equity Leader

Simon Walker, Co-founder, Kubrick

tbc, subject matter expert, Databricks

Establishing robust data foundations is crucial for private equity firms aiming to unlock sustainable value through AI. This session, supported by clear frameworks and real-life examples, explores why data foundations matter, how to build them effectively, and the necessary resources for success.

Key discussion points:

Understanding AI readiness, data fluency, and identifying the risks of value erosion from inadequate data foundations
Practical guidance on defining and establishing an effective data and AI-ready infrastructure: what it looks like, when it's needed, and the critical factors (data, people, technology) to consider
Lessons from experience: A leading PE firm's journey—covering strategic implementation, building internal capability, adapting flexible frameworks across diverse portfolio companies, and practical insights on resource allocation and skill development

Participants will leave with a clear roadmap, actionable insights, and an understanding of the immediate steps necessary to strengthen their data foundations and fully leverage AI-driven opportunities.

Workshop

AI in Action: Automating Workflows with Vibe Coding

Tom Hewitson, Founder & Chief AI Officer, General Purpose

In this interactive session, Tom will show the potential of 'vibe coding'—a new way of building custom tools and automating workflows using AI, without needing traditional coding skills.

What you'll learn:

How vibe coding makes it easy for anyone to build AI-powered tools that save time and cut costs
A live demo showing how to rapidly create and deploy a custom AI solution
Practical tips on moving from quick experiments to reliable, production-ready apps
A glimpse into the future of AI-driven automation and what it means for the way we all work

Tom will discuss how AI approaches such as vibe coding can help PE firms to both streamline their own processes and create new value for their portfolio companies and answer all of your AI questions that you were too afraid to ask.

Who is AI Pathfinder and why launch a quarterly AI Breakfast Briefing for Private Equity?

In my journey of building expert networks around transformative business concepts - from the strategic evolution of procurement to the burgeoning subscription economy - I’ve always been at the forefront of dynamic shifts. My interest with transformation led me to the potential of AI following the landmark arrival of ChatGPT.

As Mustafa Suleyman (CEO, Microsoft AI) points out, "The risk isn’t in overhyping it; it’s rather in missing the magnitude of the coming wave. We really are at a turning point in the history of humanity." This resonates with me, where I believe that now is the moment to act, not just to participate but to actively shape the future.

Why focus on Private Equity? The reason is crystal-clear. In an era where every investment can be dramatically influenced by AI - either as a potential risk or as an accelerant - PE firms are perfectly poised to capitalise on this change. Initial trepidations have evolved into a strategic urgency to harness AI, not just for operational efficiency or competitive leverage but as a fundamental value driver.

My mission is to empower you with unique insights and valuable connections that will help you leverage AI to redefine investment success and set new industry benchmarks. Join me at the forefront of this transformation. Not only to understand but master the wave of AI, ensuring your investments not only survive but thrive.

I’ve spent a considerable amount of time researching your needs. I’d like to thank the firms who opened their doors.

I look forward to meeting you.

Steve Budd
Founder, AI Pathfinder
steve@aipathfinder.co | 07838 200054

Private Equity AI Strategy Breakfast Briefings