AI in Private Equity - Daily Digest
September 28, 2026 | Generated 12:07 UTC | 23 stories
A daily digest of news at the intersection of artificial intelligence and private equity: AI-driven fundraising, deals and exits, turnarounds, and how AI is reshaping sponsor strategy across independent sponsors and traditional firms.
Permira’s Stefan Dziarski on growing fraud intelligence biz BioCatch in the age of AI; Veritas only pursuer of Bodycote after CVC drops out race
https://www.pehub.com/permiras-stefan-dziarski-on-growing-fraud-intelligence-biz-biocatch-in-the-age-of-ai-veritas-only-pursuer-of-bodycote-after-cvc-drops-out-race/
Morning all, Craig McGlashan filling in for Nina Lindholm with the Europe Wire. We’re delving into the world of cybersecurity this morning, an area that has been thrown into sharp relief as advances in artificial intelli
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2026-09-28
Deals & Exits
AI vs AI: Speed of cyberthreats draws dealmakers to cybersecurity companies
PE Hub · Sep 28, 2026 (Today)
Apax's Patrick Kane and Permira's Stefan Dziarski discuss the changing landscape of AI-led cyber threats and the dealmaking opportunities the backdrop provides.
Sunstone Partners: growth equity for AI- and technology-enabled services and software - Dealroom.co
Dealroom.co · Sep 27, 2026 (Yesterday)
Sunstone Partners: growth equity for AI- and technology-enabled services and software
Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing
TechCrunch AI · Sep 25, 2026 (3 days ago)
The funding, which comes from Third Point, Nvidia, and others, will
Anthropic’s founders seek voting control ahead of IPO
TechCrunch AI · Sep 25, 2026 (3 days ago)
Anthropic is asking its shareholders to approve a structure that would give its seven co-founders a combined 50.1% of the vote on most corporate matters.
Taiwan Semiconductor Leads This Group On 17 Onto Best Stock Screens
Investor's Business Daily · Sep 24, 2026 (4 days ago)
Here are today's top growth stocks that have just been added to the IBD stock lists, including the IBD 50, IPO Leaders and the IBD Big Cap 20.
Palo Alto Networks, IBD Stock Of The Day, Is In Buy Area. Acquisitions Fuel AI Growth Path.
Investor's Business Daily · Sep 24, 2026 (4 days ago)
Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.
Navatar Turns Claude and Salesforce Into a Live AI Deal Engine for Private Equity and M&A
Yahoo Finance · Sep 24, 2026 (4 days ago)
Navatar Turns Claude and Salesforce Into a Live AI Deal Engine for Private Equity and M&A
Turnarounds & Distressed
How Twilio Makeover Turned Messaging Base Into AI Growth Engine
Investor's Business Daily · Sep 25, 2026 (3 days ago)
Twilio stock has nearly doubled in 2026 as higher-margin products and AI products strengthen the company's turnaround.
More AI x PE
Korea Investment PE launches 1t-won AI infrastructure platform - CHOSUNBIZ - Chosunbiz
Chosunbiz · Sep 28, 2026 (Today)
Korea Investment PE launches 1t-won AI infrastructure platform - CHOSUNBIZ
Asia Private Equity Turns To AI As Exit Markets Diverge, Executives Say - crowdfundinsider.com
crowdfundinsider.com · Sep 27, 2026 (Yesterday)
Asia Private Equity Turns To AI As Exit Markets Diverge, Executives Say
The AI opportunity for private equity in enterprise it services - Capital-Riesgo.es
Capital-Riesgo.es · Sep 25, 2026 (3 days ago)
The AI opportunity for private equity in enterprise it services
Ryan Miske Speaks With Law360 About AI’s Impact on Private Equity Investment Strategies | Publications | Insights - Faegre Drinker Biddle & Reath LLP
Faegre Drinker Biddle & Reath LLP · Sep 24, 2026 (4 days ago)
Ryan Miske Speaks With Law360 About AI’s Impact on Private Equity Investment Strategies | Publications | Insights
Musk Praises Xi, Chinese AI Models Ahead Of U.S. State Visit: 'A Great Leader'
Investor's Business Daily · Sep 23, 2026 (5 days ago)
Elon Musk said President Xi Jinping "seems like a great leader" and that Chinese AI models are "generally outstanding."
Rocket Lab Readies For Mission, Cathie Wood Buys $25 Million In Shares
Investor's Business Daily · Sep 23, 2026 (5 days ago)
Cathie Wood's ARK Invest firm on Tuesday bought $25 million shares of Rocket Lab stock. Analyst praises revenue opportunities.
OPINION | AI is upending the private equity profession, just not in the way we think - Moneycontrol.com
Moneycontrol.com · Sep 23, 2026 (5 days ago)
OPINION | AI is upending the private equity profession, just not in the way we think
Europe Tech Fund Said In Talks to Back AI Startup ElevenLabs - Bloomberg.com
Bloomberg.com · Sep 17, 2026 (11 days ago)
Europe Tech Fund Said In Talks to Back AI Startup ElevenLabs
Private Equity Finds a New Way to Bet on AI: Data Center Services - Benzinga
Benzinga · Sep 16, 2026 (12 days ago)
Private Equity Finds a New Way to Bet on AI: Data Center Services
Getting Past the AI Value Paradox in Private Equity - Bain
Bain · Sep 16, 2026 (12 days ago)
Getting Past the AI Value Paradox in Private Equity
BofA and PNC respond to rising AI fears; Sen. Warren probes private equity's bet on life insurers—and more in Bankers' Hours - linkedin.com
linkedin.com · Sep 15, 2026 (13 days ago)
BofA and PNC respond to rising AI fears; Sen. Warren probes private equity's bet on life insurers—and more in Bankers' Hours
Private Equity Daily: FirstMark and Chemistry Ventures Back Exchange for AI Computing
WSJ · Sep 15, 2026 (13 days ago)
Private Equity Daily: FirstMark and Chemistry Ventures Back Exchange for AI Computing
Fundraising & Capital
Four AI Stars Rev Up As Analysts Raise Profit Targets; Micron Clears Early Buy Point
Investor's Business Daily · Sep 23, 2026 (5 days ago)
Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.
Fierce Healthcare Fundraising Tracker '26: Blair Health lands CAD $4.24M; Epsilon Health nabs $27.6M - Fierce Healthcare
Fierce Healthcare · Sep 22, 2026 (6 days ago)
Fierce Healthcare Fundraising Tracker '26: Blair Health lands CAD $4.24M; Epsilon Health nabs $27.6M
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