PE Sponsors Are Asking the Wrong AI Question. Here's the One That Actually Moves EBITDA.

The LP calls ask about AI. The value creation plans name it as a workstream. The CEOs are getting pitched by every boutique with a deck. And the honest answer to "what's our portfolio AI plan" is still a slide, not a system. The enterprise AI programs making headlines were built for megafunds — the economics don't price down to a $40M revenue portco without breaking. But there's a focused, fast-payback AI workstream most operating partners haven't put in the value creation plan yet. And it maps directly to the revenue motion that already drives nearly half of B2B pipeline.