Upcoming webinar: How modern data engines create true competitive advantage in private equity and M&A
Private equity and M&A firms have spent a decade moving from spreadsheets to point solutions, then toward unified systems and early AI experimentation. With pressures rising across deal sourcing, diligence and value creation, firms are now asking a different question: what does it take to build a modern data engine that actually delivers an edge?
This upcoming webinar builds on our recently released guide to data engines in private equity and corporate finance, offering a practical look at what leading firms are doing, what has changed in the last ten years, and what comes next.Date: Thursday 4 December
Time: 3:00pm GMT
Join Filament Syfter CEO Phil Westcott for this discussion, along with:
Alex Bajdechi, Global VP of Sales, Filament Syfter
Pete Morrison, Senior Director of Technology, Vitruvian Partners
John Farrugia, Co-CEO, Cavendish
Our panel will explore how firms can shift from fragmented tools to connected ecosystems that power faster decisions and genuine differentiation. We will discuss the real maturity curve, the risks of building from scratch, the limits of off-the-shelf platforms, and what “building with” looks like when business users drive the vision.
You will hear first-hand perspectives from private equity and corporate finance leaders on:
What a data engine is and why it matters now
The differences between firms that put data at the centre and those that have not
How scale is defined in private equity and what “crossing the chasm” looks like
How AI is reshaping sourcing, diligence and value creation
The cultural and operational shifts needed to adopt these technologies
Early indicators that a data engine is delivering real value
How connected data creates alpha across the deal cycle
We will also look ahead to the next phase of development, including how to apply AI to legacy systems, how to enrich foundational tech rather than replace it, and how deal teams can make decisions faster by unifying external, internal and proprietary information.
The session will close with practical guidance for mid-market firms still exploring or piloting AI and data engines, including where to start and how to avoid common pitfalls.
Whether you’re beginning to experiment with AI or actively pushing toward firm-wide data transformation, you will gain practical, grounded insights you can apply immediately.
Join us to understand what the next three years will look like, and how to ensure your firm is positioned to lead rather than follow.