Private Equity New York Forum: Agent-Analyst Symbiosis that Drive Operational Leverage in PE Workflows

  • In Person
  • Private Equity New York Forum: Agent-Analyst Symbiosis that Drive Operational Leverage in PE Workflows
  • May 13th 2026
  • Sponsored Roundtable
  • New York

Overview

Evalueserve was proud to sponsor and host a roundtable at the PE NY Forum by Markets Group, one of the leading gatherings for private equity professionals in North America.

Our session focused on analyst-agentic symbiosis: how the combination of human judgment and AI is reshaping PE workflows to deliver real, scalable impact. Moderated by Abhijit Sahay and Jehan Panthaki, the discussion brought together senior practitioners to explore what this shift looks like in practice and where the industry is heading.

Round table in Private Equity New York forum.
Group photo of Evalueserve team at Private Equity New York Forum.

Key Highlights

  • Explored how PE firms can design analyst-agent workflows that amplify human judgment rather than replace it, with practical examples from deal sourcing through portfolio monitoring.
  • Discussed the conditions for meaningful AI adoption in private equity, including data readiness, workflow integration, and how teams build trust in agentic outputs over time.
  • Examined where intelligent automation delivers the most immediate value in PE operations, and what scalable impact actually looks like beyond efficiency gains on paper.
  • Engaged participants in an open discussion on the risks of over-automating and how firms are maintaining analytical rigor as AI capabilities expand.

Our Team

Picture of Abhijit Sahay

Abhijit Sahay

Managing Director,
Private Markets Solutions

Picture of Jehan Panthaki

Jehan Panthaki

Client Director,
Private Markets Solutions

Picture of Susan Xie

Susan Xie

Marketing Director,
Financial Services

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About Evalueserve

Evalueserve is a global leader in AI-enhanced managed services, driving operational efficiency and scalability for top financial institutions. We work with the world’s largest corporate and investment banks, private markets firms, asset managers, and regional players across North America, Latin America, EMEA, MENA, and APAC.