Report
AI in Deal Teams: The
2026 Industry Report
See where your deal team actually stands on AI adoption, and what to do next.
Trusted by 1,000+ leading firms across private equity, banking, M&A, law, and consulting.
- Hunter Point Capital
- Nordd
- saas.group
- Draycott
- Elvaston
- A3C
- Atares
- World Fund
- Bridgemaker
- COI Partners
- Family Trust Investor
- Greenpeak Partners
- Bluemont Consulting
- FLEX Capital
Summary
Not every AI tool is built for how deal teams actually work, and deal work is unique. It demands speed under pressure, sharp judgment across sourcing, diligence, and IC prep, and zero tolerance for errors on high-stakes decisions.
This report is based on 60+ real conversations with professionals across private equity, venture capital, growth equity, investment banking, and M&A advisory, and lays out where AI is actually helping today, and what to look for as you evaluate it for your own team.
What you'll learn:
- How AI shows up across the deal workflow, from sourcing and meeting capture through diligence, IC prep, and portfolio monitoring
- What deal professionals say matters most when evaluating AI tools, beyond the demo, including privacy, workflow fit, output reliability, and pricing
- Where most deal teams actually sit on the AI adoption curve, and what's stalling progress for the 45% stuck in individual experimentation