EPISODE 29

Private equity meets AI in a grounded, operator-first conversation with Jason Friedrichs of AEA Elevate. We cover why “no-regrets” initiatives and clear ROI gates beat hype cycles, how to build an AI-first value creation plan, and why team design—not just capital—drives repeatable growth. Jason shares his thoughts on where PE playbooks are shifting beyond spreadsheets, the small wins that compound across functions (GTM, support, back office), how to navigate macro shocks, and what sectors he believes are primed for outsized AI-enabled revenue and margin expansion.

CHAPTERS

00:00 – The “no-regrets” move

00:37 – Framing PE × AI: beyond hype to operating leverage

06:19 – ROI discipline, pilots, and budgeting for AI

15:20 – Beyond capital: the PE playbook & first 180 days

20:21 – Healthcare opportunity, macro shocks, and exits

LINKS

Connect with Jason Friedrichs

aeainvestors.com/elevate • LinkedIn

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Connect with Jason

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