It is not AI. It is the governance of AI. PE firms have spent years building investment theses around AI without building the infrastructure to govern what they deploy. The window to close the gap before exits, LPs, and regulators converge is now measured in months.
How diligence questions, RWI exclusions, and AI-specific earnouts are hitting deal rooms — and what sellers can no longer afford not to produce.
What the difference between Shadow AI and Governed AI looks like across diligence speed, risk profile, scalability, and exit multiple.
EU AI Act deadlines, SEC enforcement, state-level legislation, and LP governance expectations — and the operating model that closes the gap before they arrive.
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