Welcome to the First Gathr's Senior PE Breakfast of 2026!

✨ AI in the CFO Stack: The Next Frontier of Portfolio Value Creation

As AI embeds itself across the CFO stack, the finance function is becoming a primary engine of PE value creation.

This session explores how leading firms are using AI-enabled finance on the highest-impact CFO use cases and how these capabilities underpin scalable growth and exit-ready economics. We’ll also focus on what it takes for PE portfolio firms unlock better pricing, sharper product decisions, and faster value realisation with this rapid shift in the market.

Join a standout group of Senior PE Professionals to understand where AI genuinely moves the needle, where it doesn’t, and how CFOs and PE teams can act now to turn finance optimisation into durable enterprise value.

🤝 Supported By

This breakfast is kindly supported by our partners Carrie Osman (Cruxy) and Marvin Fletcher Rogers (Sage) — please do connect with them on LinkedIn and say hello before the breakfast!

Cruxy are a growth intelligence specialist delivering product and pricing strategy for tech CEOs, boards and their Private Equity Investors. (Privacy Policy)

Sage delivers leading Finance AI and automation with Sage Intacct, streamlining consolidation, ensuring GAAP/IFRS compliance, and providing real-time investor-grade insights. Trusted by 30,000 businesses globally, it deploys fast to help finance teams scale confidently and stay exit ready. (Privacy Policy)

Breakfast Schedule

08:15-08:30: Arrival of guests
08:35: Seating & Introductions
08:40-09:10: Topic Kick-Off and Discussion - Engage with our featured topic and set the stage for insightful discussions.
09:10-09:30: Chat with your peers!
09:30-10:00: Optional networking

P.S. If you or anyone in your portfolio is searching for a great service provider—from PR and accounting to recruitment or anything in between—we’re here to help. We’ve vetted and curated top partners in one place at Gathr.

Gathr Event T&Cs

Gathr Senior Private Equity Professionals Educational Breakfast