The Opportunity
The firm needed an enterprise-wide AI capability that accelerated high-value workflows without increasing headcount. Analysts, associates, and operating partners were spending hours on manual synthesis and reporting cycles, and the firm sought a scalable way to upskill all 2,000+ employees.
Key Challenges
Analysts and associates spent hours per week manually consolidating data for diligence and reporting.
No standardized approach existed for safe, compliant AI usage across the firm and its portfolio.
Adoption varied across teams, with no unified AI literacy baseline or shared best practices.
Deal teams lacked tools or training to build repeatable AI workflows or custom agents to accelerate tasks.
Ajaia delivered a tailored AI upskilling program that enabled PE professionals to integrate AI into high-value workflows like diligence review, financial synthesis, investment memos, and portfolio communication. The initiative established a firm-wide AI capability that boosts speed, quality, and analytical depth without additional staffing.
The Process
Step 1: Discovery Session
Identified priority workflows across diligence, deal communication, portfolio reporting, and internal operations to align training with the highest ROI-impact areas for 2,000+ employees.
Step 2: Training Preparation
Developed PE-specific exercises and best-practice guides tailored to the workflows and responsibilities of the firm’s large, distributed workforce.
Step 3: Live & Asynchronous Training Delivery
Delivered hands-on training for analysts, associates, operating partners, and corporate staff, showing how to use AI to accelerate synthesis, reporting, and communication at scale.port teams.
Step 4: Resources & Ongoing Enablement
Provided reusable templates, workflow guides, onboarding materials, and customizable agent frameworks to support long-term capability across all 2,000+ trained employees.
