Most of the AI conversation in private equity has focused on deal sourcing, diligence, and value creation. But another transformation is happening inside portfolio teams — and it's about information. Specifically, the gap between when something starts to go wrong at a portfolio company and when the GP actually finds out.

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In this panel, Stu Willson is joined by Yann Magnan, CEO and Co-Founder of 73 Strings (AI-powered valuation and monitoring platform, backed by Goldman Sachs, Blackstone, Fidelity International, Golub and Hamilton Lane), and Joe Zein, Co-Founder of Soal Labs (custom AI infrastructure for PE and private credit). They dig into why portfolio monitoring is uniquely hard, why the data model matters more than the model, and what the state of the art will look like in 18 months.
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Keywords: Stu Willson, Stuart Willson, Just Curious, Pluris, Yann Magnan, Joe Zein, 73 Strings, Soal Labs, portfolio monitoring, private equity, private credit, AI in private equity, alternative investments, GP reporting, NAV reporting, portfolio valuation, entity resolution, data model, LLMs in finance, AI infrastructure, GenAI, data governance, vibecoding, covenant monitoring, LP reporting, AI agents