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)