Qualitas Funds has been incorporating this technology for years, both in the analysis of investment opportunities and in our own internal processes. We believe that AI should no longer be viewed solely as a technology trend, but as a genuine operational lever capable of improving productivity, efficiency, margins, internal processes and decision-making. The key lies in distinguishing between pilot projects and use cases that deliver a measurable business impact, as well as between managers with genuine capabilities who are operating at the forefront and those who are only making superficial use of AI’s potential.
Against this backdrop, our partner Víctor Romero contributed to a FundsPeople feature examining the impact of artificial intelligence on private equity’s ability to capture value. The article also included professionals and experts from the financial and investment industries, including Edmond de Rothschild Asset Management, BlackRock and DC Advisory.
Romero highlights that private equity has a significant advantage over public markets: direct access to the operational information of portfolio companies. This proximity enables a deeper analysis of their processes and makes it possible to assess whether the adoption of artificial intelligence is producing measurable improvements in costs and efficiency or, by contrast, remains confined to pilot projects with no material impact on the business.
This analysis is particularly relevant in the software sector, where AI can act simultaneously as a threat and a driver of growth. Romero identifies two main risks: substitution, when the technology can directly perform the service sold by a company, and bundling, when a competitor incorporates the same functionality into a broader platform. Both scenarios can rapidly erode revenue and make it essential to assess each business individually.
In this new environment, investment discipline is essential. For Qualitas Funds, the opportunity lies in identifying established companies capable of adopting artificial intelligence in a way that delivers a verifiable impact on productivity, margins, cash generation and sustainable growth.
This is precisely one of the areas in which we are investing the most time and resources as a team. At Qualitas Funds, we have developed a proprietary market intelligence platform, Qualitas Insight; we are deploying AI agents throughout our investment processes; and we continue to build differentiated capabilities in data, automation and analysis.