Workshop 3: AI at PE Portfolio Companies
Founded by former private equity investors and AI engineers, Chariot Labs is joining Road To Carry, WithCoverage, and Ramp for a three-part workshop series. Together, they’re combining their experience to explore AI in everyday PE work, from screening deals and mapping markets to applying AI at portfolio companies.
Why this is important:
PE teams need to connect AI initiatives to operating priorities, implementation effort, management ownership, and measurable value at the PortCo level. Presentations and demos from Ramp, WithCoverage, and Chariot Labs show how these considerations apply to portfolio company workflows.
What attendees bring:
- Questions about applying AI at their portfolio companies.
No laptop, technical setup, or prepared exercise is required. This will be more of a breakfast + learn session.
What attendees leave with:
- Concrete examples of AI applications at portfolio companies
- Answers to their implementation questions
- Considerations for discussing opportunities with management.
Registration:
Limited to 35 approved guests. Every request joins the waitlist for individual review. Your seat is confirmed only after approval.
Ramp helps PE-backed companies save time and money by connecting cards, expenses, bills, and accounting. It helps finance teams manage spend, enforce policy, and close the books with less routine work, so they can spend more time understanding performance and supporting growth. In this session, Ramp explores how AI is changing that work and the operating and cost discipline needed as adoption grows.
Finance teams are responsible for managing spend, enforcing policy, and closing the books. Ramp’s segment looks at how that work is changing as AI reshapes both how finance operates and what it now has to manage. We’ll walk through where finance teams are spending unnecessary time today, the operating and cost discipline top-performing companies are building around AI, and a real example of what this looks like in practice. Come away with a clearer view of where your team’s capacity is going and where it could go instead.
Chariot Labs will walk through how we’ve helped portfolio companies identify, implement, and scale AI across their organizations. We’ll share examples from past engagements—including field services, education services, and multi-site retail—to show where we’ve seen AI create value, how we’ve approached implementation and adoption, and what broader AI transformation can look like in practice.
