Jenna O'Malley/PitchBook News
Talk of AI adoption is pervasive in PE, but would you trust the technology enough to let it manage your own firm? Ethos Capital is testing these limits.
The Boston-based PE firm spent around five years building Private Equity Transformation Research Agent—or Petra—an AI ******* istant trained on more than 50,000 data sources, including decks outlining every deal the firm has taken or passed on, as well as public information ranging from regulatory filings to news and video.
Today, Petra is woven into nearly every aspect of Ethos' business, from filtering pitch decks, running initial diligence, monitoring portfolio companies to managing investor relationships. Ethos even uses AI to track its own employees' work, according to Fadi Chehadé, co-founder and managing partner at the $7 billion investment firm.
Launched by Chehadé and Erik Brooks, two Abry Partners alumni, in 2019, Ethos targets middle-market companies with an enterprise value of $200 million to $2 billion, focusing on supply chain and logistics, insurance and financial services and digital platforms.
#ethos #decks #every #Managing
Talk of AI adoption is pervasive in PE, but would you trust the technology enough to let it manage your own firm? Ethos Capital is testing these limits.
The Boston-based PE firm spent around five years building Private Equity Transformation Research Agent—or Petra—an AI ******* istant trained on more than 50,000 data sources, including decks outlining every deal the firm has taken or passed on, as well as public information ranging from regulatory filings to news and video.
Today, Petra is woven into nearly every aspect of Ethos' business, from filtering pitch decks, running initial diligence, monitoring portfolio companies to managing investor relationships. Ethos even uses AI to track its own employees' work, according to Fadi Chehadé, co-founder and managing partner at the $7 billion investment firm.
Launched by Chehadé and Erik Brooks, two Abry Partners alumni, in 2019, Ethos targets middle-market companies with an enterprise value of $200 million to $2 billion, focusing on supply chain and logistics, insurance and financial services and digital platforms.
#ethos #decks #every #Managing
4 hours ago
