Q&A prep notes from a OneGuide roundtable on applying AI in private-equity-backed portfolio companies. The author (Dan) outlines AI types (predictive, generative, agentic), three core AI capabilities (predict, create, automate), mental models for finding use cases tied to value creation plans, gateway use cases to build AI literacy, common functional use cases (sales, marketing, product, operations, finance, customer success), examples of value creation (RCM platform), reasons AI projects fail (data, leadership, people, process), and practical change-management tactics for adoption.

Questions this document answers

15

Chapter 3 (value creation planning) and Chapter 5 (change management / adoption).

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