Accelerating AI adoption across private equity workflows through hands on enablement
Content
20+ opportunities
Identified automation use cases
10–20 hrs/week
Potential time savings per staff member
Firm-wide enablement
AI workflows built by participants
Services
AI Engineering, Product Strategy, Discovery, Support & Feedback
Industry
Private Equity
Client
TZP Group
Duration
Workshop + discovery engagement
The Challenge
TZP relied heavily on Excel and PowerPoint for core investment and operational workflows. Processes like NDA intake and redlining, CIM review, and meeting follow ups were manual, time consuming, and inconsistent across the firm.
Although AI tools were available, adoption was uneven. Teams lacked clarity on where AI could deliver real value and how to turn large, abstract ideas into practical automations.
The Solution
Casper Studios partnered with TZP to deliver a hands on AI enablement program that combined discovery, education, and real workflow automation.
Key solutions included:
Pre-session discovery using voice-agent interviews and surveys to identify high-friction workflows
On-site AI workshop with 25 participants building real automations during the session
Production-ready workflows for NDA processing, CIM summarization, and meeting follow-ups
Post-session deliverables including an opportunity map and step by step implementation guides
The engagement focused on empowering participants to build and extend their own AI workflows after the workshop.
The Impact
The program helped TZP move from curiosity to execution. Teams left with working automations, a shared understanding of AI’s role in daily workflows, and a clear roadmap of high-value opportunities to pursue next.
By grounding AI adoption in real PE use cases, the engagement built firm-wide confidence and momentum, setting the foundation for scalable, long term AI enablement across the organization.
