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Video
September 15, 2025

AI Red & Green Flags in M&A: What PE Firms Must Watch

Proof of Work — Episode 097
Why Most AI Spending Never Reaches the P&L
Jimmy Bijlani, AI Momentum Partners
00:00
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In this excerpt, Chris Taylor explains how private equity firms assess AI-related risks and opportunities during due diligence. He breaks down how to spot red and green flags, from disruption threats to hidden growth opportunities, and shares a striking example of how AI can cut software client onboarding from years to months—unlocking massive revenue potential.

Length:  3:31

Chapters:

00:00 – Intro
00:13 – How PE firms evaluate AI disruption risk
01:06 – Spotting automation opportunities in portfolio companies
02:14 – Case study: Shortening onboarding cycles with AI
03:35 – When PE firms should co-invest in AI initiatives

Keywords:

AI in private equity, AI due diligence, AI risks in M&A, AI opportunities in M&A, private equity AI playbook, AI red flags, AI green flags, onboarding automation, AI for software companies, AI in portfolio companies, automation in PE, AI-driven revenue growth, Chris Taylor interview, Just Curious AI

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chapters
19 marks
00:00
Intro
00:13
How PE firms evaluate AI disruption risk
01:06
Spotting automation opportunities in portfolio companies
02:14
Case study: Shortening onboarding cycles with AI
03:35
When PE firms should co-invest in AI initiatives
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