Future of Finance: How AI Is Rewiring Private Market Workflows

Join PitchBook and our partners at Harvey, Model ML, and Madrona for a panel on how AI is rewiring private market workflows, then stay for the Kraken game on us. AI is changing how private-market work gets done. Sourcing, research, diligence, contract review, and closing used to be a slow, step-by-step relay between separate teams. Now each step is being rebuilt by a different kind of AI tool, while dealmaking accelerates. Legal-native agents like Harvey are taking the first pass at diligence, redlining, and closing. Model ML, an AI platform built for financial services, turns trusted data into client-ready pitch decks, IC memos, and diligence reports. And investors like Madrona feel the combined effect daily in how they source, evaluate, and decide. What holds it together is trust in the data underneath. PitchBook’s private-market data runs inside tools like Harvey and Model ML, so one dataset can follow a deal from first search to final decision. That only works if teams can act on what the AI tells them instead of stopping to double-check it. What the panel will discuss: One deal, four seats: how AI reshapes each stage of a deal Research → diligence → close: what’s changing at each step Trust over capability: why trust in the data matters Speed vs. better deals: is faster always better? 12 months out: what’s next for AI in private markets Has your workflow been rewired yet, or are you still running the old relay?