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How a $40B PE Firm Lifted Daily AI Use From 5% to 50%
A $40B PE firm's deal and back-office teams handed off routine work to ChatGPT, Claude, and custom GPTs — lifting daily AI use from 5% to 50%+ and reclaiming thousands of hours a year.
5% → 50%+
Reached firm-wide daily AI adoption
4–8 weeks
Implementation Time
$100K – $250K
Project Cost
the challenge
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.
what they built
Every embedded alongside the PE firm's team to run a structured AI adoption program across both front-office deal professionals and back-office operations staff. The engagement moved past tool procurement into workflow redesign — identifying tasks amenable to AI augmentation, training teams on ChatGPT, Claude, and custom GPT configurations, and tracking adoption week over week. The result: a shift from 5% to 50%+ daily active AI usage, with hundreds to thousands of hours reclaimed across the firm.
Every began by diagnosing the firm's central problem: enterprise AI adoption ceiling. Tools had been purchased and access provided, but adoption sat at 5% — a common pattern where procurement substitutes for change management. The missing piece was embedded workflow redesign across both investment professionals and operational staff.
The engagement moved through three phases: workflow analysis (identifying specific tasks within front-office deal work and back-office operations amenable to AI augmentation), targeted training on ChatGPT, Claude, and custom GPT configurations, and sustained weekly tracking of adoption metrics with active coaching to maintain momentum.
Rather than treating this as a one-time training event, Every sustained engagement through the adoption curve — monitoring week-over-week usage data and coaching teams through the specific workflow transitions that drove sustained behavior change.
The result was a firm-wide shift from 5% to over 50% daily active AI usage. Hundreds to thousands of hours were reclaimed across the firm's workforce, with the primary business objective — doubling deal capacity without adding headcount — as the strategic north star for the full engagement.
best fit for
PE firms and financial services organizations targeting AI adoption beyond early pilots; consulting firms specializing in workforce AI transformation programs.
Ai ROLE
AI tools — including ChatGPT, Claude, and custom GPT configurations — are deployed across front-office deal teams and back-office operations to augment individual workflows. The AI assists with tasks identified through workflow analysis as amenable to automation or augmentation, with usage tracked week over week to measure adoption progress across the firm.
impact
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.
implementation complexity
The technical implementation — enterprise tool licences for ChatGPT and Claude, plus custom GPT configurations — is relatively straightforward. The complexity lies in the structured change management work: conducting workflow analysis across both front-office and back-office functions, redesigning processes, and sustaining week-over-week adoption tracking and coaching across a professional services workforce.
Brandon Gell
Entrepreneur and AI strategist helping organizations scale AI adoption. He previously founded Clyde, raising $50M before acquisition, and now leads Studio & Consulting at Every.
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Talk to this teamindustry
Financial Services
business organization
Operations
Finance & Accounting
Executive & Strategy
AI TYpe
AI Workforce Enablement
value type
Time Savings
Headcount Avoidance
frequently asked questions
How did a mid-market financial services firm raise daily AI use from 5% to over 50%?
The experts embedded alongside the firm's front-office and back-office teams to run a structured AI adoption program, moving past tool procurement into workflow redesign. They identified tasks amenable to AI augmentation, trained teams on the tools, and tracked adoption week over week with active coaching through the adoption curve. Firm-wide daily active AI usage rose from 5% to over 50%.
What AI tools and approach drove the adoption program?
The work centered on AI workforce enablement. Teams were trained and coached on ChatGPT, Claude, and custom GPT configurations, with the program embedded into specific front- and back-office workflows rather than delivered as one-time training.
What results did the financial services firm achieve?
Daily active AI usage rose from 5% to over 50% across functions, hundreds to thousands of hours were reclaimed across the workforce, and the engagement's primary target was to double deal capacity without adding headcount.
How long did the AI adoption engagement take?
About four to eight weeks of structured work, with sustained week-over-week tracking and coaching to maintain momentum through the adoption curve.
Who is this AI enablement approach best for?
PE firms and financial services organizations trying to push AI adoption beyond early pilots, and consulting firms specializing in workforce AI transformation programs.
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