AI Transformation Index: our evaluation of how more than 5,000 portfolio companies across 147 leading private equity firms will fare as AI reshapes the economy. Explore it at ai-transformation.fyi
What it is
The Index scores each company on where AI is likely to create value, destroy value, and force transformation. It is one consistent lens across the market: how exposed the business model is — the work it sells, the labor it prices, the software it runs on — and how much of that exposure is already priced in.
Why we built it
It comes out of our past year working with investors, operators, and technologists across private equity. The same questions surfaced in every conversation, and nobody had a systematic way to answer them:
- Which businesses are under the most pressure to transform?
- Where are the safe havens?
- Which businesses look more attractive through an AI lens?
- Which parts of the market are priced correctly — and where could opportunity lie?
The Index is our answer: evidence instead of instinct, refreshed as the work continues. Every engagement teaches it something new about how AI actually lands inside a business.
