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Allvue Systems has released its 2026 General Partners (GPs) Outlook Survey, conducted in partnership with Crisil Coalition Greenwich. The survey of 102 senior investment and operations leaders from private equity, private credit, and venture capital firms across North America and Europe reveals a strong push toward AI adoption, yet significant gaps in data maturity, internal expertise, and system integration continue to limit execution and impact.
Private capital firms face intensifying competition for capital and rising expectations for value creation, transparency, and speed. While AI holds promise for streamlining workflows and enhancing decision-making, fragmented data, manual processes, and limited expertise prevent many organizations from realizing scalable benefits. The survey underscores that AI success depends heavily on foundational data readiness rather than model deployment alone.
Limited internal skills and concerns over output accuracy and regulatory compliance top the list of obstacles. These issues are exacerbated by technical resource constraints and the complexity of implementing AI across diverse systems. Reliance on spreadsheets persists as a major inefficiency, consuming operational capacity and hindering data consistency even among firms with above-average AI adoption.
Inconsistent portfolio company reporting affects 65% of respondents, while 51% struggle with standardized value creation tracking. These limitations restrict near-term efficiency gains and longer-term performance improvements. Without integrated, reliable data flows, AI investments often remain experimental rather than transformative.
Firms recognize the value of cross-system querying (nearly two-thirds rate it extremely or very valuable) and are shifting focus toward robust datasets and advanced analytics. High-maturity firms demonstrate a clear performance advantage, suggesting that targeted investments in data platforms, integrations, and AI-embedded workflows can convert ambition into measurable gains.
“Our 2026 GP survey shows that firms want to do far more with their data and use AI to streamline workflows, but many are being held back by limited data maturity,” said Ivan Latanision, Chief Product Officer at Allvue. “That gap is now a competitive issue. To close it, GPs and LPs must invest strategically in data platforms and integrations that embed AI-driven intelligence into day-to-day workflows and convert data investment into measurable operating and performance gains.”
“This data makes clear that AI outcomes are being shaped long before models are deployed,” said Dmitri Sedov, Chief Data and Analytics Officer at Allvue Systems. “Firms with strong data maturity are better positioned to apply analytics with confidence, and deliver more useful insights to internal and external audiences. These foundations enable speed, consistency, and better investment decisions at scale. Without them, AI remains an experiment rather than a performance driver.”
“Insights from GPs show that AI ambition in the private markets industry is widespread, but data readiness has not kept pace,” said Kevin McPartland, Head of Market Structure and Technology Research at Crisil Coalition Greenwich. “That imbalance is becoming unsustainable. With six in ten firms rating their data maturity as only average and almost a third rating it low, many GPs and LPs are deploying AI into environments that are not yet built to support scale, consistency, or reliable returns on investment.”
The full 2026 GP Survey is available for download, providing deeper analysis on data maturity gaps and expected ROI from future investments.
About Allvue Systems
Allvue Systems provides actionable insights, benchmarks, and automation through an AI-powered platform that unifies data and streamlines workflows across the private investment lifecycle. With more than $8.5T in assets, 21K funds, and 500 clients managed on Allvue, we help make private markets more transparent, connected, and efficient.
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