Unlock the practical side of AI adoption in private equity. 🤖💼
Matthew Hall and Sam Gaddis break down Zapier’s widely shared AI Fluency Framework and then rebuild it for PE—covering deal sourcing, diligence, fund ops, and the coding workflows that actually ship AI products.

What You’ll Learn
Why Zapier made AI fluency non-negotiable for every new hire—and what that means outside tech.

A four-level ladder (Unacceptable → Transformative) tailored to PE functions:

Deal Sourcing

Deal Evaluation & Diligence

Fund Operations

Value Creation & Investor Relations

Concrete tool stacks: Clay, Replit, Claude Code, GitHub Issues, custom GPTs.

The “white whale” of PE ops: a chat interface that understands every deal doc—and why we’re this close.

Sam’s two-terminal setup that turns AI agents into reliable teammates (and kills downtime).

Links & Resources
Zapier AI Fluency Framework → https://zapier.com/blog/zapier-ai-first-hiring-leaning/

Sam’s coding-workflow video → https://www.youtube.com/watch?v=v0o50r4hz24&t=259s

Full PE AI-fluency matrix & examples → coming soon on runpoint.ai

Subscribe for more AI-in-business deep dives → 🔔

Chapters
00:00  Intro
01:00  Zapier’s AI Fluency Framework explained
10:00  Deal Sourcing—spray-and-pray vs adaptive agents
17:00  Diligence workflows with Replit & contract analyzers
24:25  Fund Ops dashboards, data warehouses & the ‘impossible’ chatbot
32:00  Sam’s multitasking Claude Code + GitHub flow
35:00  How you can score your own firm (and help us refine the model)

In this episode of the Run Point Podcast, hosts Matthew Hall and Sam Gaddis engage with Shane Stearns to explore the evolving landscape of outbound sales, particularly in the context of AI. They discuss the historical eras of outbound sales, the challenges of the sequencing era, and the importance of quality over quantity in sales strategies. Shane shares insights on how AI can enhance list building and research, the fragmentation of sales tools, and the critical role of personalization in effective sales outreach. The conversation culminates in a discussion about the future of AI in sales coaching and training, emphasizing the need for a human touch in understanding client needs.
takeaways

Chapters
00:00 - Introduction to AI and Go-to-Market Strategies
01:26 - Eras of Outbound Sales: A Historical Perspective
04:07 - The Sequencing Era: Overload and Complexity
08:45 - The Shift to Quality Lists and Personalization
11:32 - The Rise of Clay: A New Era in Sales Tools
14:20 - Fragmentation vs. All-in-One Solutions
18:07 - Human Interaction: The Key to Effective Sales
21:31 - Understanding the Value Proposition
24:37 - Leveraging AI in Sales Processes
28:47 - Building Targeted Lists with AI
31:24 - The Role of Personalization in Outreach
34:36 - AI in Market Research and Focus Groups 
39:06 - AI's Role in Sales Coaching and Training

AI isn’t coming—it’s already in your pocket and on your P&L. In this RunPoint Podcast episode, Matthew Hall and Sam Gaddis break down the real-world ways they’re using generative AI to:

• Out-think the spreadsheet – build cash-flow models, plan investments, and pressure-test big bets in minutes.
• Parent with data – get actionable, guilt-free advice on sleep schedules, tough conversations, and everything in-between.
• Slash overhead – automate the grunt work across ops, finance, and customer success, freeing headcount for higher-margin jobs.
• Spot the next 10-bagger – why private-equity buyers are paying premiums for AI-enabled companies and how to ride that wave.

They call out the hype, quantify the upside, and share the playbooks they’re actually running inside PE-backed businesses. If you want concrete tactics (not sci-fi headlines) on turning AI into personal leverage and fatter EBIT, this one’s for you.

Timestamps
0:00 – Intro: AI hits daily life
10:53 – Pro-level AI stacks and workflows
21:19 – Macro view: margins, multiples, and the next decade

keywords

AI, ChatGPT, Google I.O., newsletter automation, voice memos, AI tools, private equity, AI quality, sycophancy, technology trends

summary

In this episode of the Run Point podcast, hosts Sam Gaddis and Matthew Hall discuss practical AI tools that can be utilized immediately, including voice memos and ChatGPT projects. They also explore the creation of a personalized newsletter using AI, the latest innovations from Google I.O., and the ongoing concerns regarding the quality of AI-generated content and its tendency to be sycophantic. The conversation emphasizes the importance of understanding AI's capabilities and the potential for it to enhance productivity and creativity.

takeaways

• Using voice memos can enhance AI interactions.
• ChatGPT projects help organize information effectively.
• AI can automate newsletter creation for specific industries.
• Google's advancements in AI are significant and impactful.
• AI-generated content quality is a growing concern.
• Sycophantic AI responses can be adjusted with prompts.
• AI tools can serve as infinite force multipliers.
• Understanding AI's capabilities is crucial for effective use.
• The future of AI will involve more personalized applications.
• AI's role in content creation is evolving rapidly.

Chapters

00:00
Introduction to the Run Point Podcast

01:32
Practical AI Applications for Today

03:35
Voice Memos and AI

09:00
Innovative Newsletter Creation with AI

16:20
Google I.O. Highlights and AI Innovations

19:40
Exploring AI Utility and Frustrations

20:21
Google's AI Advancements and Market Position

22:08
The Future of Google's Ad Revenue

25:51
The Concept of AI Slop and Content Quality

28:05
Addressing AI Sycophancy and User Experience

30:51
The Need for Better AI Branding and Understanding

34:16
AI as a Force Multiplier in Everyday Life

keywords
AI, tools, development, PowerPoint, automation, coding, data analysis, business insights, technology, productivity

summary

In this conversation, Matthew Hall and Sam Gaddis discuss their current projects, tools they find useful, and their opinions on the future of presentations and AI in business. They explore the effectiveness of various AI tools for automating tasks, the decline of traditional presentation software like PowerPoint, and the evolving role of AI in financial analysis and project management. The discussion also delves into their development stacks and best practices for coding and project planning.

takeaways

• Sam is excited about a new project involving data scraping and analysis.
• Matthew is focused on developing coding tools and models.
• They discuss the utility of AI tools for business applications.
• PowerPoint is becoming obsolete in favor of more dynamic tools.
• AI can effectively replace some traditional roles in finance.
• Customization of prompts is key to getting the best results from AI.
• Planning is crucial before starting any coding project.
• AI can significantly reduce the time spent on tedious tasks.
• Using up-to-date API documentation is essential for successful coding.
• The conversation emphasizes the importance of clear communication in project specifications.

Chapters

00:00 - Introduction and Exciting Projects

03:23 - Tools You Can Use Today

17:58 - Hot Takes on PowerPoint and AI

30:55 - In the Weeds: Development Stack and Challenges

In this conversation, Matthew Hall and Sam Gaddis explore various AI tools and their applications in workflow automation, lead enrichment, and document management. They discuss their experiences with Lindy, N8n, and a custom-built lead enrichment app, highlighting the pros and cons of each tool. 

The conversation also delves into the SuperCIM project, which focuses on document synthesis and management for private equity clients. They conclude by discussing the future of AI in business and the potential for custom solutions to meet specific needs.

Chapters

00:00 Introduction to AI Tools and Their Applications
02:47 Exploring Lindy: The Agent Swarm Approach
05:59 N8n: A Developer-Friendly Automation Solution
08:57 Custom Lead Enrichment with Cursor
12:01 Comparing DIY Solutions to Established SaaS
14:58 The Future of Custom Solutions vs. SaaS
18:01 Building Tools for Specific Needs
20:15 Custom Tooling for Business Needs
20:57 Introducing Super Sim: A Game Changer
22:12 Document Management in Private Equity
24:00 Customization and Metrics in Super Sim
26:10 The Role of LLMs in Data Analysis
28:14 From Data to Insights: The Moneyball Approach
29:56 Creative Uses of Structured Data
32:00 Unlocking Value in Unstructured Data
35:42 Closing Thoughts and Future Opportunities

AI tools, workflow automation, Lindy, N8n, lead enrichment, SuperSIM, document management, business applications, custom solutions, technology trends