Rewriting the Rules: How Agentic AI is Transforming Private Equity

Overview

Agentic AI has moved from pilot to production in private equity. Embedded in existing tools—and paired with human review—it shortens research cycles, sharpens targeting, and improves auditability. In this piece, Deepesh Bhatnagar (VP & Head, Private Equity) and Arpit Varma (Associate Director) explain how Evalueserve tackles this shift: domain experts set direction and guardrails, while agentic workflows deliver speed and consistency.

Key Takeaways

Across live programs, clients report ~30–40% efficiency gains in targeted workflows and ~15% faster end-to-end turnaround once templates, data connections, and review checkpoints are in place. In sourcing, agents handle first-pass screening and analysts validate fit—producing 20–30 qualified opportunities per week across sectors.

Genie in Action

With agents embedded in workflow, teams see ~3× faster outputs and ~25–40% efficiency improvements, validated by human review.

Closing Thoughts

Agentic AI doesn’t replace expertise—it scales it. With Evalueserve’s sector specialists and human-in-the-loop governance, teams convert noisy data into decision-ready insight and move reliably from pilot to production.

Deepesh Bhatnagar
Vice President, Corporate and Investment Banking LoB   Posts
Arpit Varma
Associate Director, Corporate and Investment Banking LoB   Posts

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