AI Pathfinder Strategy Day – September 2026: Turning AI Momentum into Portfolio Value
Where a report lives is one of the most important architectural decisions a growing firm can make.
Maria Monton
September 28, 2026
Where a report lives is one of the most important architectural decisions a growing firm can make.
Our three stages of AI maturity in private markets describe where firms typically sit today: assessing opportunities, driving adoption, or scaling capability. Most organisations are still in the first two stages. The next challenge is not deciding whether AI matters: it is turning a strategy into something that works safely,
Every Intapp event provides a glimpse into where the platform is heading, but this year’s Revenue Kickoff (RKO) in Las Vegas made one thing abundantly clear: the future of Intapp is AI, and that future is Celeste. Since the announcement of Intapp’s partnership with Anthropic in January the excitement around this embedded model has only grown. Throughout the event, Celeste wasn’t simply
Artificial intelligence (AI) has quickly moved from boardroom discussion to business priority. Across private markets, firms are exploring how AI can improve investment processes, streamline operations, strengthen investor reporting and unlock greater value from their data. Used well, AI can help firms assess opportunities faster, accelerate due diligence, improve portfolio