Clearlake, Thoma Bravo and TPG convened with PE Hub to outline how they are adjusting capital allocation as artificial intelligence reshapes target markets. Executives stressed building in‑house expertise and partnering with niche AI developers rather than chasing headline‑grabbing deals. The firms see AI as a cross‑industry catalyst that can lift valuation multiples for both software and traditional operators.

Across their portfolios, the firms are prioritising due diligence on data assets and talent depth. Clearlake highlighted recent checks on generative‑AI startups, while TPG described a framework that scores targets on model scalability and integration risk. By embedding AI criteria into investment committees, they aim to capture upside while avoiding hype‑driven overpay.

Investors should watch how these strategies translate into deal flow, as tighter AI‑focused sourcing may compress competition for premium assets. The firms’ collective shift toward structured AI assessment signals a maturing market where disciplined capital will likely outpace speculative bets.