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  • Writer's pictureDario Priolo

6 Ways PE Firms Can Empower Portfolio Companies to Close The Quarter Strong with AI

As a private equity firm, driving growth and maximizing the value of your portfolio companies is your north star. With the quarter and half year-end approaching, it's crucial to ensure your portfolio companies are equipped with the right tools and strategies to finish strong. Artificial intelligence (AI) presents a powerful opportunity to supercharge sales performance and hit targets. Here are 6 ways you can leverage AI to boost portfolio company results:

1. Prioritize the right deals to close now

In the race to the finish line, sales teams must focus their efforts on the deals most likely to close. AI excels at:

  • Dynamically stack-ranking opportunities based on AI-powered scoring models

  • Detecting buyer intent signals that indicate high interest and engagement

  • Identifying the specific contacts and outreach strategies most likely to drive wins

With AI-driven deal prioritization, your portfolio companies can align their teams to the right opportunities at the right time.

2. Optimize sales incentives for urgency

Temporary SPIFFs and contests can be effective, but AI takes motivation to the next level by:

  • Analyzing historical data to identify the highest-impact incentive types and structures

  • Personalizing rewards based on each rep's unique drivers and performance patterns

  • Determining the optimal timing and duration of incentives for maximum ROI

By guiding your portfolio companies to implement AI-powered incentives, you can create a greater sense of urgency and focus to close more deals faster.

3. Enhance rep coaching and closing skills

AI-driven conversation intelligence empowers sales managers to coach reps more effectively by:

  • Pinpointing missed opportunities to ask for the business in sales calls

  • Delivering real-time coaching and talk tracks to guide reps during calls

  • Providing unbiased feedback and best practices to sharpen closing techniques

With AI-enhanced coaching across your portfolio, you can build stronger sales teams that consistently win business.

4. Sharpen discount management

Discounting can be a powerful closing tool, but knowing when and how much to discount is key. AI helps by:

  • Segmenting buyers based on price sensitivity and probability of purchase

  • Recommending optimal discount levels and time-bound offers for each segment

  • Monitoring competitor discounts in real-time to maintain a competitive edge

By enabling data-driven discounting, you can help portfolio companies protect margins while still closing key deals.

5. Mobilize leadership to close must-win deals

Your portfolio company executives' time is valuable. AI ensures it's spent on the right deals by:

  • Predicting which opportunities are most at risk and in need of executive support

  • Mapping the executive-to-executive relationships that could sway key decisions

  • Prescribing specific actions leaders should take to move deals forward

With AI-driven executive engagement, you can help portfolio companies get stalled deals unstuck and across the finish line.

6. Strengthen pipeline health for the future

While closing the quarter is priority #1, a healthy pipeline sets the stage for ongoing success. AI enables:

  • Calculating deal scores that quantify pipeline risk based on key indicators

  • Identifying deals likely to slip and recommending actions to get back on track

  • Projecting pipeline contribution to next quarter's targets and flagging gaps

By leveraging AI for pipeline inspection, you can ensure portfolio companies start the next quarter strong.

By guiding your portfolio companies to strategically deploy AI across these 6 areas, you can empower them to close the quarter and half year strong. From sharper incentives to focused coaching to intelligent pipeline management, AI arms sales teams with the insights and capabilities to deliver outsized results.

The impact? More confident sales leaders, laser-focused reps, and most importantly - a powerful close to the quarter that accelerates growth and value creation. Position your portfolio to win by helping them harness the power of AI.

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