Every topic is purpose-built for your firm, your audience, and the argument your leadership is actually having.
Book DhavalWhy AI is not landing in private capital, and what to do about it.
Ninety-five percent of enterprise AI pilots produce no measurable P&L impact. In investment firms the failure has a specific shape: an invisible boundary around the firm's most valuable information that AI cannot cross and nobody is authorized to move.
Dhaval names the boundary, shows the room exactly where theirs sits, and walks through what redrawing it deliberately looks like. The talk ends with the audience scoring their own firm, live.
Ideal for: Investment committees, partner offsites, LP days, industry conferences
Duration: 45 to 90 minutes
What twenty years inside institutional capital teaches you about what AI actually gets wrong.
For seven years, Dhaval oversaw investor reporting, portfolio monitoring, and financial compilation across portfolios totalling more than $300 million. Tracking the investments. Compiling the financials. Writing the narratives. Standing up at annual meetings to defend them.
That is precisely the work AI is now doing. This is the talk about where the machine is genuinely better, where it is confidently wrong, and why the difference between those two things is the whole ballgame for a firm that is about to bet on it.
Ideal for: Investor relations, finance functions, operating teams, LPs
Duration: 45 to 60 minutes
What happens when a competitor runs your strategy with a fifth of your headcount.
The economics of an investment firm have always been a function of how many smart people you could afford and how fast they could read. Both constraints are dissolving. This is the talk about what a deal team actually looks like in 2030, and what it means for a firm currently hiring against the old model.
Ideal for: Managing partners, COOs, boards
Duration: 45 to 60 minutes
The ninety-day deployment model.
The practical talk. Not why AI matters. How it actually gets into the workflow, who owns it, what governance it needs to survive procurement and the LPs, and how you know within ninety days whether it worked.
Ideal for: Operating teams, CFO organizations, technology leadership
Duration: 60 minutes to full day
Custom research, live scoring, extended Q&A. The talk that changes the argument in the room.
Keynote →A half day. Your team leaves with a scored index, a heat map, and a ninety-day roadmap.
Workshop →Ninety minutes. Under NDA. Off the record. For the room where the decision actually gets made.
Board Session →