The flurry of moves are signs that private fund managers understand how AI presents a fundamental reconfiguration of the way companies do business and deliver value, said Raphaëlle d’Ornano, founder and managing partner at D’Ornano + Co., a private markets advisory and strategic consulting firm. Every company is becoming an “agentic enterprise,” and will require an “orchestration” process to allow it to unlock a new layer of value provided by the abundance of artificial intelligence tools, she argued in a recent newsletter post.
Private equity firms are “amongst the biggest employers in the United States... so it is absolutely imperative that every single company within private equity portfolios, small and big, transform themselves into this new reality,” she said in an interview.
The way to do that is to develop agents that are effectively grounded in the right business and enterprise context, D’Ornano added.
“Today, there is a missing layer for all this to happen,” she said. “There’s a gap in the market.”