Private Equity Value Stream Catalog: AI-Ready Edition
A catalog of 19 value streams for private equity firms, 95 stages, each shown today and AI-native with its AI mode and human checkpoint
About This Value Stream Collection
Private Equity Value Stream Catalog: AI-Ready Edition catalogs the work of private equity firms for architects and transformation leads in financial services firms: 19 value streams in 95 stages, each running from a trigger to a result. 15 of the streams are the ones every investment and wealth management firm shares, and 4 belong to private equity firms. Every stage is set out twice, as it runs today and as it could run AI-native, with the target AI mode, the agents involved and the checkpoint where a person decides. The catalog is taken from Business Architecture for Investment and Wealth Management: AI Transformation Blueprint and sold on its own.
The Catalog
Each entry names the stream and its number of stages.
Shared across investment and wealth management
- Product Idea to Launched Product (5 stages)
- Prospect to Funded Account (5 stages)
- Research Idea to Approved Recommendation (5 stages)
- Allocation Review to Approved Model Portfolio (5 stages)
- Portfolio Drift to Rebalanced Portfolio (5 stages)
- Investment Decision to Settled Trade (5 stages)
- Break Detected to Reconciled Holding (5 stages)
- Corporate Action Announced to Entitlement Booked (5 stages)
- Valuation Point to Approved Valuation (5 stages)
- Fee Period to Fees Collected (5 stages)
- Redemption or Withdrawal Request to Paid Client (5 stages)
- Guideline Breach Detected to Remediated Breach (5 stages)
- Surveillance Alert to Closed Review (5 stages)
- Period End to Delivered Client Report (5 stages)
- Reporting Period to Filed Regulatory Report (5 stages)
Specific to private equity firms
- Sourced Deal to Closed Investment (5 stages)
- Capital Need to Funded Capital Call (5 stages)
- Exit Decision to Distributed Proceeds (5 stages)
- Fund Launch to Final Close (5 stages)
In the Download
Three files carry the same catalog: a deck for presenting, a workbook for analysis and a guide for reading.
- Stream and stage detail: steps, stakeholders, entry and exit criteria, and the capabilities that enable each stage
- At each stage: current pain points, the AI-native design, agents, target AI mode, human checkpoint and KPIs
- A further 25 standard investment and wealth management value streams, steps included, kept as a reference set of common processes
- Value Streams deck (PowerPoint), with each stream as a flow and then one stage at a time
- Workbook (Excel), with the streams and stages in sheets to filter and extend
- Guide (Word), covering the AI mode, human oversight, risk tier and work pattern scales, each stream in prose, and the license
- Corrections free of charge, and new versions free for 180 days after purchase
Your organization's name and license ID are printed in every file.
Who It Is For
Process owners redesigning private equity work, transformation leads planning from a future-state view, and architects linking value streams to capabilities.
With the Other Editions
The Investment and Wealth Management Capability Matrix: AI-Ready Edition defines the capabilities each stage names, and Business Architecture for Investment and Wealth Management: AI Transformation Blueprint specifies the agents and adds the data model, use cases, controls, operating model and roadmap. The Private Equity Business Information Model is sold on its own as well.
Target AI modes reflect a typical large enterprise; treat them as a first draft of your own.
A Look Inside
Pages 1, 10 and 18 of 24 from Private Equity Value Stream Catalog.pptx, blurred on purpose: enough to judge the structure, depth and format, not the content you are paying for.



What's Included
At a Glance
- 19 value streams across 95 stages
- Current and AI-native view of every stage
- AI mode and human checkpoint at each stage
- Plus 25 standard reference value streams
- PowerPoint, Excel and Word
- New versions free for 180 days
Enterprise License
Consultancy License
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Related Frameworks
Business Information Model
Private Equity Business Information Model: AI-Ready Edition
From $495Business Architecture Packages
Business Architecture for Investment and Wealth Management: AI Transformation Blueprint
From $4995Capability Models
Investment and Wealth Management Capability Matrix: AI-Ready Edition
From $1995Value Streams

