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Virtova services · By Sultan Meghji

Coming soon — early conversations welcome

AI for investors and private equity

AI-as-investment-thesis advisory for private equity sponsors, family offices, and strategic investors: underwriting AI value-creation theses, evaluating AI-native targets, and pricing AI-driven outcomes.

Coming soon. This service page is under construction. The expanded version with engagement scope, pricing structure, and anonymized case examples is in active preparation. Early conversations are welcome in the interim. The discovery call is the right entry point and the engagement can be scoped against the specific deal or thesis your fund is currently working on.

The investing audience for AI is bifurcating. On one side are funds that have been pricing AI-native targets at multiples written off the demo rather than the unit economics, and finding the integration math harder than the diligence suggested. On the other side are funds whose value-creation theses depend on AI execution that the operating company cannot independently deliver, and increasingly cannot independently evaluate. The engagements Virtova has been asked to scope from both sides over the last twelve months share a common shape: investors need a senior, calibrated, regulator-aware read on what the AI claim actually means at the engagement level, not at the marketing level.

What this engagement will cover

The expanded version of this service page will detail the engagement under five threads:

Who this will be for

Mid-market and upper-middle-market private-equity sponsors and operating partners; family offices and strategic investors with material AI exposure; and the portfolio companies themselves where the sponsor has identified the AI thread as central to the investment thesis. Sectors of consistent strength match Virtova’s broader practice: U.S. financial services, healthcare and life sciences, federal contractors and adjacent industrial technology, AI-native companies, and platforms with material regulatory exposure.

Next step

Most early conversations start with a 30-minute discovery call. Bring a current deal, a portfolio-company AI question, or a sector thesis the fund is working on. We will tell you what scope fits and when the expanded version of this engagement framework is available for the specific work.

"AI-driven value-creation theses are landing more often in IC memos than they are landing in post-close execution. The investors who will be right over the next decade are the ones underwriting AI as a category they understand at the engagement level."
— Sultan Meghji

Frequently asked

What is AI-for-investors advisory?
AI-for-investors advisory is the work of helping private equity sponsors, family offices, and strategic investors evaluate AI as an investment category, both as the primary value driver in AI-native targets and as the value-creation thesis layered onto traditional platforms. The engagement covers thesis underwriting, target evaluation, post-close execution oversight, and exit positioning, all calibrated to where AI is actually material to economics.
How is this different from PE technology due diligence?
Technology due diligence answers what is in the box. AI-for-investors advisory answers what the box is worth: does the AI claim survive scrutiny, will the value-creation thesis hold up, and what would have to be true for the deal to deliver. Most engagements run alongside or after a Virtova [PE technology due diligence](/services/private-equity-technology-due-diligence/) engagement rather than instead of one.
When is the full version of this service available?
The expanded engagement scope, pricing structure, and case examples are in active development for publication in the coming weeks. Early conversations are welcome now; the discovery call is the right entry point and the engagement can be scoped against the thesis your fund is currently working on.

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