Private equity leaders gathered at PEI Group's NEXUS 2026 summit to discuss how artificial intelligence is reshaping investment strategies. Thoma Bravo's Holden Spaht and New York's Anastasia Titarchuk shared their perspectives on AI disruption during a conversation with PE Hub's Mary Kathleen Flynn. The discussion highlighted growing concerns among both general and limited partners about AI's transformative effects on portfolio companies.

Spaht and Titarchuk explored how AI technologies are forcing GPs to reassess traditional investment models and due diligence processes. Limited partners are increasingly demanding that firms demonstrate AI integration capabilities and clear strategies for leveraging automation and machine learning. The conversation revealed that AI is no longer just a buzzword but a critical factor in deal sourcing, value creation, and exit planning.

As private equity firms navigate this technological shift, the ability to identify AI-driven opportunities and risks has become essential for competitive advantage. The summit underscored that firms without robust AI strategies risk falling behind in an increasingly automated investment landscape. Both speakers emphasized that successful adaptation requires not just technological investment but also cultural transformation within portfolio companies.