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Allvue AI

Data Management

Private equity’s AI ambitions are
running ahead of its data.

GPs are investing in AI and modern technology to improve performance, operate more efficiently, and meet rising investor expectations. But the 2026 GP Outlook Survey reveals a significant gap between what firms want technology to do and what their data and systems can support.

78% of firms consider their investment in AI average at best. 92% say their data is only moderately well organized or worse. And despite investments in purpose-built technology, Excel remains deeply embedded in critical workflows.

Based on research with 102 private equity, private credit, and venture capital firms across the U.S., Canada, UK, and Benelux, the report examines the technology and operational decisions shaping private markets in 2026.

The technology is moving fast. Most firms’ foundations are not.

GPs see significant potential in AI. But the research suggests that adopting new technology is only part of the answer. 

Data remains fragmented. Systems are poorly connected. Manual work persists. And many firms struggle to consistently collect and analyze the information they need to understand portfolio performance and value creation.

The research also points to a relationship between data maturity and reported investment performance. GPs with high or very high data maturity were roughly twice as likely to report well-above-average returns as those with average data maturity.*

The question for 2026 is no longer simply “How do we use AI?”  It is “Is our firm ready to use it well?” 

*Small base. The report notes that this relationship may partly reflect stronger-performing firms being better positioned to invest.

See How Your Firm Compares

GPs see significant potential in AI. But the research suggests that adopting new technology is only part of the answer. 

Data remains fragmented. Systems are poorly connected. Manual work persists. And many firms struggle to consistently collect and analyze the information they need to understand portfolio performance and value creation.

The research also points to a relationship between data maturity and reported investment performance. GPs with high or very high data maturity were roughly twice as likely to report well-above-average returns as those with average data maturity.*

The question for 2026 is no longer simply “How do we use AI?”  It is “Is our firm ready to use it well?” 

*Small base. The report notes that this relationship may partly reflect stronger-performing firms being better positioned to invest.

See How Your Firm Compares

GP Survey Key Findings

  • AI ambition is outpacing readiness

    Only 23% of firms rate themselves above average in their current use of AI. Limited internal expertise and concerns about accuracy and reliability remain significant barriers to broader adoption.

  • Excel is still filling the gaps

    Despite investment in purpose-built technology, 56% cite continued reliance on Excel as a top technology challenge, alongside poor system integration and fragmented data repositories.

  • Data maturity remains the missing foundation

    Just 8% of firms report high data maturity, while none rate themselves very high. Yet 63% say the ability to query and analyze data across systems would be very or extremely valuable.

  • Portfolio data is where GPs see the greatest value

    91% identify portfolio company financials and KPIs among the most valuable data they would want to query across systems. Yet 65% struggle with inconsistent portfolio company reporting and 59% with collecting portfolio company data.

We spend far too much time on manual processes that could and should be automated. Meaningful AI and ML opportunities emerge only once data and workflows are automated.- Private Equity Firm, $3B+

What You’ll Learn in the
2026 GP Outlook Report

The 2026 GP Outlook Survey Report, conducted by Allvue in collaboration with Crisil Coalition Greenwich, examines how private capital firms are approaching AI, data, and technology as they prepare for the next phase of growth. 

Download the report to learn:

The 2026 GP Outlook Survey Report, conducted by Allvue in collaboration with Crisil Coalition Greenwich, examines how private capital firms are approaching AI, data, and technology as they prepare for the next phase of growth. 

Download the report to learn:

Where GPs are investing in AI — and what is holding adoption back

How data maturity relates to reported investment performance

Why Excel and disconnected systems remain persistent challenges

What private equity firms need from portfolio monitoring and financial operations technology 

How firms are approaching data integration, benchmarking, and predictive analytics

Practical steps for assessing your firm’s data, systems, and AI readiness

AI can only be as useful as the data behind it.

Get the Report

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