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Case study · From the Pluris libraryReceipt no. 1551
What sucked

A $40B private equity firm had AI tools available firm-wide but couldn't move past 5% adoption, the classic enterprise ceiling where tools are purchased, training is minimal, and real workflow integration never happens.

Without meaningful AI usage across front-office deal teams and back-office operations, the firm couldn't capture the productivity gains needed to double deal capacity with its existing headcount.

Private equityFinancial ServicesAI Adoption & Training4–8 weeks
What they built

Every embedded alongside a $40B private equity firm's front-office deal teams and back-office operations staff to run a structured AI adoption program. The engagement focused on workflow redesign, identifying tasks amenable to AI augmentation, training teams on ChatGPT, Claude, and custom GPT configurations, and tracking adoption week over week rather than delivering a one-time training event.

What changed
5% → 50%+ Daily AI Adoption

Firm-wide daily active AI usage increased from 5% to over 50% across front and back office functions.

Hundreds to Thousands of Hours Reclaimed

Productivity time recovered across the firm's workforce through AI-augmented workflow redesign across multiple functions.

Doubled Deal Capacity (Target KPI)

Primary business outcome target: double throughput on deal evaluation and portfolio management without adding headcount.

Time to results
4–8 weeks
Company size
251-1,000 people
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Who did it
Brandon Gell
Head of Studio & Consulting, Every

Vetted by Pluris.