From Systems of Record to Systems of Action: Unlocking AI in CRM and FP&A

[Crossover Episode: Private Equity FunCast] Kyle Roemer on PE's AI-led Transformation

This week, Kyle takes a seat on the other side of the mic as a guest on ParkerGale's Private Equity FunCast. Together with host Devin Mathews, they dig into how AI is actually impacting middle-market private equity companies, function by function - what's real and what's hype, and Accordion has the data to tell the difference. Kyle's boldest call: the Office of the CFO is facing its biggest transformation yet. AI & PE: The Future of Value Creation is brought to you by Accordion. For more about Accordion visit accordion.com and reach out to Kyle and his team at ai@accordion.com.

What AI Exit Readiness Looks Like for PE-Backed Companies

What does it actually mean to be AI-ready at exit - and how has that bar shifted in just the last 12 months?  Kyle Roemer sits down with Giacomo Sonnino, Advisory Director at Charlesbank, to unpack what buyers are looking for today and what separates differentiated companies from ones just keeping up. Giacomo breaks down three levels of AI value creation, why companies stuck in pilot purgatory are falling behind, and what AI theater looks like in diligence. He also makes the case that finance isn't a future opportunity; it's a proven one. And every CFO needs two answers: what you're doing today at your existing company today - and what the finance function of the future will be. AI & PE: The Future of Value Creation is brought to you by Accordion. https://www.accordion.com/

The “Is SaaS Dead?” Episode. What you need to know about AI for PE in April 2026

Is SaaS dead? The answer is more complicated than you think. Kyle Roemer and Adam Silverman break down the AI disruption reshaping SaaS - and what PE firms need to understand right now. As of early 2026, one question is dominating every client conversation: will AI disintermediate the software businesses PE has spent decades building and investing in? Kyle and Adam dig into what's actually happening in the market: how AI-native vendors are changing the game, why data accessibility is becoming the ultimate defensibility test, how pricing models might evolve beyond the seat-based era, and where the real moats are forming (hint: regulated industries). They close with a practical rapid-fire on exactly where to focus if you're advising a PE sponsor about SaaS business today. SaaS isn't dead. But the playbook is changing fast - and the window to adapt is narrowing. AI & PE: The Future of Value Creation is brought to you by Accordion.

Beyond the Hype: What Ramp’s Spend Data Reveals About AI Adoption in Private Equity

Most conversations about AI adoption rely on surveys, stock market swings, or expert opinions. Ara Kharazian, Lead Economist at Ramp, has something better: real transaction data from thousands of businesses showing exactly where, how, and how much companies are actually spending on AI. Ramp's position as a corporate card and spend management platform gives Ara access to line-item receipt data across a wide swath of the economy - tracking which LLMs companies are buying, how spend is evolving, and what's actually driving adoption.  In this episode, Ara breaks down the findings from our joint white paper with Ramp, AI in PE: Ahead of the Market, Behind the Curve. Notably, why PE-backed companies are outpacing the broader market - with 59% actively spending on AI versus 41% of non-PE peers. Read the full AI in PE: Ahead of the Market, Behind the Curve white paper here https://www.accordion.com/ai-in-pe-ahead-of-the-market-behind-the-curve [https://www.accordion.com/ai-in-pe-ahead-of-the-market-behind-the-curve]  For more on Ramp, visit https://ramp.com/partners/accordion [https://ramp.com/partners/accordion]  AI & PE: The Future of Value Creation is brought to you by Accordion.

From Systems of Record to Systems of Action: Unlocking AI in CRM and FP&A

In this episode, Kyle Roemer, Steve Jones, Bryce Baker, and Justin D’Onofrio discuss how AI is being applied inside existing CRM and FP&A systems to drive real business value. The conversation explores practical use cases in platforms like Salesforce and modern financial planning tools, from improving sales workflows and forecasting to automating analysis and decision support. Their discussion emphasizes starting with use clear business problems, clean data, and workflows teams already use, offering a grounded look at where AI is delivering results today and how operators can prepare for what comes next.