AI Is Rewriting the Investment Committee
Investors are separating AI beneficiaries from companies facing structural disruption.
CapitalMENA Newsroom09 Aug 20265 min read
Beneficiary vs. disrupted
Committee lens
Software moats
Repricing focus
Portfolio-wide
Exposure mapping
AI is now a standing item on the investment committee agenda. For every asset, the question is whether it is a beneficiary of AI, exposed to disruption from it, or both.
In private equity, that has meant repricing software businesses around durability of moat and pricing power. In venture, it has meant a sharper split between infrastructure and application risk.
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