AI for PEs
that actually
works

AI for PEs
that actually
works

AI for PEs
that actually
works

Dec -- '25

NYC

Actual case studies of AI implementation.
No fluff, no hype.

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TALKS

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ATTENDEES

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WORKSHOPS

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WORKSHOPS

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WORKSHOPS

What to expect

In a small, curated setting, we’ll showcase how AI is reshaping deal sourcing, value creation, and capital efficiency across the investment lifecycle.

Real case studies

01

Cut through the noise and see where AI is already driving measurable outcomes

Real case studies

01

Cut through the noise and see where AI is already driving measurable outcomes

Real case studies

01

Cut through the noise and see where AI is already driving measurable outcomes

Practical workshops

02

This is not a conference, it’s a peer roundtable + practical workshop for leaders who want to stay relevant in the next 10 years

Practical workshops

02

This is not a conference, it’s a peer roundtable + practical workshop for leaders who want to stay relevant in the next 10 years

Practical workshops

02

This is not a conference, it’s a peer roundtable + practical workshop for leaders who want to stay relevant in the next 10 years

Purposeful networking

03

Attendance is limited to 30 participants to encourage open dialogue, exchange of experience, and real engagement

Purposeful networking

03

Attendance is limited to 30 participants to encourage open dialogue, exchange of experience, and real engagement

Purposeful networking

03

Attendance is limited to 30 participants to encourage open dialogue, exchange of experience, and real engagement

AI-champions

Hear from some of the best minds who talk the walk.

Leverage AI+financial engineering

Iman Aqas

INVOICE LEDGER

CEO

Leverage AI+financial engineering

Iman Aqas

INVOICE LEDGER

CEO

Leverage AI+financial engineering

Iman Aqas

INVOICE LEDGER

CEO

Smiling person with curly hair, wearing a black shirt, against a warm, dark background.

Anirudh Sathya

SCEND

CEO

Smiling person with curly hair, wearing a black shirt, against a warm, dark background.

Anirudh Sathya

SCEND

CEO

Smiling person with curly hair, wearing a black shirt, against a warm, dark background.

Anirudh Sathya

SCEND

CEO

Luke Benton, ExChao

Luke Benton

EXCHAO

Founder

Luke Benton, ExChao

Luke Benton

EXCHAO

Founder

Luke Benton, ExChao

Luke Benton

EXCHAO

Founder

Luke Aschenbrand, Emblem

Luke Aschenbrand

EMBLEM

CEO

Luke Aschenbrand, Emblem

Luke Aschenbrand

EMBLEM

CEO

Luke Aschenbrand, Emblem

Luke Aschenbrand

EMBLEM

CEO

DEC, 2025

DEC, 2025

DEC, 2025

Agenda

Agenda

Think Forward®

Think Forward®

10am

Scend AI

  • Case Study: AI workflow that finds deals before others do

  • Find acquisition targets on autopilot

  • Find ideal buyers for your companies

Ex Chao

  • Case Study: We found unbilled usage and increase revenue by 32%

  • AI-powered revenue assurance

  • How to leverage AI to uncover revenue leakage

Invoice Ledger

  • Case Study: Leverage AR securitization to increase credit capacity without adding credit risk

  • AI+securtization to manage AR like a Fortune500

  • Turn unpaid and aging AR into liquid capital

12pm

Lunch

  • Food

  • Networking

PE Case study

  • Case Study: We've implemented X and achieved Y

  • Portco value creation

  • Internal solutions + External solutions

AI workshop

  • How to spot AI use cases

  • Use case validation playbook

  • Pitfalls to avoid

10am

Scend AI

  • Case Study: AI workflow that finds deals before others do

  • Find acquisition targets on autopilot

  • Find ideal buyers for your companies

Ex Chao

  • Case Study: We found unbilled usage and increase revenue by 32%

  • AI-powered revenue assurance

  • How to leverage AI to uncover revenue leakage

Invoice Ledger

  • Case Study: Leverage AR securitization to increase credit capacity without adding credit risk

  • AI+securtization to manage AR like a Fortune500

  • Turn unpaid and aging AR into liquid capital

12pm

Lunch

  • Food

  • Networking

PE Case study

  • Case Study: We've implemented X and achieved Y

  • Portco value creation

  • Internal solutions + External solutions

AI workshop

  • How to spot AI use cases

  • Use case validation playbook

  • Pitfalls to avoid

10am

Scend AI

  • Case Study: AI workflow that finds deals before others do

  • Find acquisition targets on autopilot

  • Find ideal buyers for your companies

Ex Chao

  • Case Study: We found unbilled usage and increase revenue by 32%

  • AI-powered revenue assurance

  • How to leverage AI to uncover revenue leakage

Invoice Ledger

  • Case Study: Leverage AR securitization to increase credit capacity without adding credit risk

  • AI+securtization to manage AR like a Fortune500

  • Turn unpaid and aging AR into liquid capital

12pm

Lunch

  • Food

  • Networking

PE Case study

  • Case Study: We've implemented X and achieved Y

  • Portco value creation

  • Internal solutions + External solutions

AI workshop

  • How to spot AI use cases

  • Use case validation playbook

  • Pitfalls to avoid

SPONSORS

SPONSORS

SPONSORS

We’re proud to partner with an outstanding group of forward-thinking organisations.

FAQ

FAQ

FAQ

FAQ

Still got questions? Feel free to reach out. We're happy to help.

Who is this event for?

PE partners, Operators that want to stay relevant in the next 5-10 years

Where is the event taking place?

Mid-town NYC. Location will be shared with approved guests.

Will there be virtual access or recordings?

Yes. While we believe in the power of in-person connection, keynotes and selected sessions will be recorded and made available to all attendees after the event.

Is this summit suitable for early-stage founders?

Absolutely. Whether you’re just starting or scaling, Think Forward is a space for learning, sharing, and collaborating. Many sessions are designed to support early-stage business challenges with practical guidance.

What's your sustainablity policy?

We’re committed to minimizing our environmental footprint. That means no printed programs, plant-based meals by default, carbon-offset travel partnerships, and a venue that uses renewable energy. You'll receive a full breakdown of our sustainability commitments with your ticket.

How can I make the most of networking opportunities?

Think Forward offers curated meetups, interest-based breakout groups, and a custom app to connect with other attendees. We’ll also share networking tips and session guides ahead of time to help you plan your experience.

Who is this event for?

PE partners, Operators that want to stay relevant in the next 5-10 years

Where is the event taking place?

Mid-town NYC. Location will be shared with approved guests.

Will there be virtual access or recordings?

Yes. While we believe in the power of in-person connection, keynotes and selected sessions will be recorded and made available to all attendees after the event.

Is this summit suitable for early-stage founders?

Absolutely. Whether you’re just starting or scaling, Think Forward is a space for learning, sharing, and collaborating. Many sessions are designed to support early-stage business challenges with practical guidance.

What's your sustainablity policy?

We’re committed to minimizing our environmental footprint. That means no printed programs, plant-based meals by default, carbon-offset travel partnerships, and a venue that uses renewable energy. You'll receive a full breakdown of our sustainability commitments with your ticket.

How can I make the most of networking opportunities?

Think Forward offers curated meetups, interest-based breakout groups, and a custom app to connect with other attendees. We’ll also share networking tips and session guides ahead of time to help you plan your experience.

Who is this event for?

PE partners, Operators that want to stay relevant in the next 5-10 years

Where is the event taking place?

Mid-town NYC. Location will be shared with approved guests.

Will there be virtual access or recordings?

Yes. While we believe in the power of in-person connection, keynotes and selected sessions will be recorded and made available to all attendees after the event.

Is this summit suitable for early-stage founders?

Absolutely. Whether you’re just starting or scaling, Think Forward is a space for learning, sharing, and collaborating. Many sessions are designed to support early-stage business challenges with practical guidance.

What's your sustainablity policy?

We’re committed to minimizing our environmental footprint. That means no printed programs, plant-based meals by default, carbon-offset travel partnerships, and a venue that uses renewable energy. You'll receive a full breakdown of our sustainability commitments with your ticket.

How can I make the most of networking opportunities?

Think Forward offers curated meetups, interest-based breakout groups, and a custom app to connect with other attendees. We’ll also share networking tips and session guides ahead of time to help you plan your experience.