The November 2026 edition of the report illustrates specific ways for investment funds to roll out AI internally and across portfolio companies, using examples and results. It details the sequence for establishing internal rules and deploying AI to portfolio companies, as well as methods for measuring its impact.
As a report on promoting the use of AI by investment funds, the report sets out a framework that combines the creation of internal usage rules with deployment at each portfolio company, incorporates the process into the 100-day plan after an acquisition, and identifies a path to value creation by selecting use cases for each portfolio company. It is aimed at partners and heads of the middle office, among others, and organizes the steps for expanding AI to portfolio companies after establishing how it will be used internally.
The report covers the importance of establishing rules in advance for handling portfolio-company information, practical examples of AI use by role, an initiative that uses AI to process monthly reports from 6 portfolio companies and create a portfolio-company overview and a list of figures requiring verification, and methods for incorporating AI into the 100-day plan after an acquisition.
In a review of monthly reports using AI, data from 6 fictional portfolio companies was standardized on a millions-of-yen basis, and verification points were extracted for month-on-month comparisons and inconsistencies between tables and narrative text. The report also shares the result of expanding the user base to 25 people approximately 2 weeks after launch.
The report cites charts from the White Paper on Small and Medium Enterprises and reports on digital transformation among its sources, and identifies the case studies as fictional. At the fund that received ongoing support, everyday use expanded, with 4 respondents using the system almost every day and satisfaction rated at 4.6 points.