How one PE firm uses data and AI across their portfolio | Mastering AI with General Purpose

How does a lower middle market PE firm drive AI and data adoption across an entire portfolio of founder-run businesses? In this Mastering AI session, Tom Hewitson (General Purpose) talks to Nik Kapauan (MD, Value Creation) and Matt Treuth (Principal, Value Creation) from Access Holdings about their hands-on approach. They cover: - Why Access standardise their tech stack from day one - How their centralised Snowflake data warehouse works across 250+ locations - The Access Creating Executives (ACE) programme and why people matter more than platforms - Using weather data and transaction-level analytics to isolate what management can actually control - Building AI agents for competitive pricing, overtime monitoring, and IC decision support - Their "build, operate, transfer" model for making portfolio companies self-sufficient - Practical advice for PE firms at the start of this journey Connect with the guests: Nik Kapauan: https://www.linkedin.com/in/nkapauan/ Matt Treuth: https://www.linkedin.com/in/matt-treuth/ Access Holdings: https://accessholdings.com General Purpose delivers bespoke AI training for the teams who actually want AI to work including PE firms and their portfolio companies. Find out more at https://www.generalpurpose.com