ALL WORKSHEETS
ALL WORKSHEETS
ALL WORKSHEETS
AI Governance Development Workbook
This checklist provides a systematic assessment of governance maturity and identifies areas requiring immediate attention.
AI Governance Development Workbook
This checklist provides a systematic assessment of governance maturity and identifies areas requiring immediate attention.
AI Governance Development Workbook
This checklist provides a systematic assessment of governance maturity and identifies areas requiring immediate attention.
AI Pre-Deal Intelligence Checklist
Purpose: Guides deal teams and operating partners through using AI-driven tools and methods to uncover early indicators of opportunity or risk—before formal diligence. It’s ideal for pre-DD workstreams, investment committee prep, or refining a proprietary thesis.
AI Pre-Deal Intelligence Checklist
Purpose: Guides deal teams and operating partners through using AI-driven tools and methods to uncover early indicators of opportunity or risk—before formal diligence. It’s ideal for pre-DD workstreams, investment committee prep, or refining a proprietary thesis.
AI Pre-Deal Intelligence Checklist
Purpose: Guides deal teams and operating partners through using AI-driven tools and methods to uncover early indicators of opportunity or risk—before formal diligence. It’s ideal for pre-DD workstreams, investment committee prep, or refining a proprietary thesis.
AI Value Lever Analysis Tool
This tool provides a systematic approach to identify, evaluate, and prioritize AI opportunities across the four primary value levers: Sales, COGS, G&A, and Cash Management.
AI Value Lever Analysis Tool
This tool provides a systematic approach to identify, evaluate, and prioritize AI opportunities across the four primary value levers: Sales, COGS, G&A, and Cash Management.
AI Value Lever Analysis Tool
This tool provides a systematic approach to identify, evaluate, and prioritize AI opportunities across the four primary value levers: Sales, COGS, G&A, and Cash Management.
Buy vs Build vs Blend Worksheet
This framework helps leadership teams make disciplined decisions about AI capability acquisition, balancing speed, control, cost, and strategic value while maintaining financial discipline.
Buy vs Build vs Blend Worksheet
This framework helps leadership teams make disciplined decisions about AI capability acquisition, balancing speed, control, cost, and strategic value while maintaining financial discipline.
Buy vs Build vs Blend Worksheet
This framework helps leadership teams make disciplined decisions about AI capability acquisition, balancing speed, control, cost, and strategic value while maintaining financial discipline.
AI C-Suite Literacy Evaluation
Purpose: Gauges whether executives are equipped to make intelligent AI decisions, guide strategic AI initiatives, and navigate AI-driven transformation. It helps uncover capability gaps that can weaken governance, delay adoption, and expose the business to AI risk.
AI C-Suite Literacy Evaluation
Purpose: Gauges whether executives are equipped to make intelligent AI decisions, guide strategic AI initiatives, and navigate AI-driven transformation. It helps uncover capability gaps that can weaken governance, delay adoption, and expose the business to AI risk.
AI C-Suite Literacy Evaluation
Purpose: Gauges whether executives are equipped to make intelligent AI decisions, guide strategic AI initiatives, and navigate AI-driven transformation. It helps uncover capability gaps that can weaken governance, delay adoption, and expose the business to AI risk.
Digital Maturity Assessment Scorecard
Purpose: Assess a company’s digital maturity across four key dimensions: systems, data, process automation, and organizational readiness.
Digital Maturity Assessment Scorecard
Purpose: Assess a company’s digital maturity across four key dimensions: systems, data, process automation, and organizational readiness.
Digital Maturity Assessment Scorecard
Purpose: Assess a company’s digital maturity across four key dimensions: systems, data, process automation, and organizational readiness.
The Ego Mitigation Playbook
This playbook equips you to spot and address leadership ego patterns that can derail AI-native transformation. It provides targeted interventions for five common leader types.
The Ego Mitigation Playbook
This playbook equips you to spot and address leadership ego patterns that can derail AI-native transformation. It provides targeted interventions for five common leader types.
The Ego Mitigation Playbook
This playbook equips you to spot and address leadership ego patterns that can derail AI-native transformation. It provides targeted interventions for five common leader types.
Exit DD Readiness Assessment Ledger
This checklist ensures that companies claiming significant AI capabilities are prepared for the sophisticated due diligence scrutiny they will face from potential buyers.
Exit DD Readiness Assessment Ledger
This checklist ensures that companies claiming significant AI capabilities are prepared for the sophisticated due diligence scrutiny they will face from potential buyers.
Exit DD Readiness Assessment Ledger
This checklist ensures that companies claiming significant AI capabilities are prepared for the sophisticated due diligence scrutiny they will face from potential buyers.
AI Governance Health Scan
Purpose: Evaluates whether a target company has adequate AI governance to protect valuation and withstand buyer scrutiny. This scan identifies critical governance gaps that could derail deals, expose legal risks, or signal operational immaturity.
AI Governance Health Scan
Purpose: Evaluates whether a target company has adequate AI governance to protect valuation and withstand buyer scrutiny. This scan identifies critical governance gaps that could derail deals, expose legal risks, or signal operational immaturity.
AI Governance Health Scan
Purpose: Evaluates whether a target company has adequate AI governance to protect valuation and withstand buyer scrutiny. This scan identifies critical governance gaps that could derail deals, expose legal risks, or signal operational immaturity.
AI Quick Win Scorecard
Purpose: Evaluation matrix scoring AI opportunities across business impact, implementation feasibility, time to value, data readiness, and organizational readiness.
AI Quick Win Scorecard
Purpose: Evaluation matrix scoring AI opportunities across business impact, implementation feasibility, time to value, data readiness, and organizational readiness.
AI Quick Win Scorecard
Purpose: Evaluation matrix scoring AI opportunities across business impact, implementation feasibility, time to value, data readiness, and organizational readiness.
ROI Reporting Workbook
This framework provides comprehensive approaches to measuring AI success across technical, business, and organizational dimensions while enabling continuous improvement through data-driven iteration.
ROI Reporting Workbook
This framework provides comprehensive approaches to measuring AI success across technical, business, and organizational dimensions while enabling continuous improvement through data-driven iteration.
ROI Reporting Workbook
This framework provides comprehensive approaches to measuring AI success across technical, business, and organizational dimensions while enabling continuous improvement through data-driven iteration.
AI Team Readiness Worksheet
This diagnostic scorecard evaluates the AI readiness of key leadership roles across the organization, identifying specific capability gaps and development priorities.
AI Team Readiness Worksheet
This diagnostic scorecard evaluates the AI readiness of key leadership roles across the organization, identifying specific capability gaps and development priorities.
AI Team Readiness Worksheet
This diagnostic scorecard evaluates the AI readiness of key leadership roles across the organization, identifying specific capability gaps and development priorities.
AI Talent Risk Diagnosis
Purpose: Identifies talent-related risks that could compromise AI execution, from key person dependencies to capability gaps that prevent scaling
AI Talent Risk Diagnosis
Purpose: Identifies talent-related risks that could compromise AI execution, from key person dependencies to capability gaps that prevent scaling
AI Talent Risk Diagnosis
Purpose: Identifies talent-related risks that could compromise AI execution, from key person dependencies to capability gaps that prevent scaling
AI Talent Strategy Worksheet
This framework provides a systematic approach to AI talent strategy decisions and execution, moving beyond simple "buy vs. build" thinking to address the complex realities of AI talent acquisition, development, and retention.
AI Talent Strategy Worksheet
This framework provides a systematic approach to AI talent strategy decisions and execution, moving beyond simple "buy vs. build" thinking to address the complex realities of AI talent acquisition, development, and retention.
AI Talent Strategy Worksheet
This framework provides a systematic approach to AI talent strategy decisions and execution, moving beyond simple "buy vs. build" thinking to address the complex realities of AI talent acquisition, development, and retention.
100-Day AI Implementation Timeline
Purpose: Day-by-day execution plan for the critical first 100 days post-acquisition, including milestone checkpoints and decision gates.
100-Day AI Implementation Timeline
Purpose: Day-by-day execution plan for the critical first 100 days post-acquisition, including milestone checkpoints and decision gates.
100-Day AI Implementation Timeline
Purpose: Day-by-day execution plan for the critical first 100 days post-acquisition, including milestone checkpoints and decision gates.
© 2025 The AI Fix for Private Equity. All Rights Reserved.
A book by Mark Rogerson & Gary M Pearson