Private markets are quietly undergoing a transformation that most investors haven’t fully grasped yet. Custom-built AI agents are now embedded in the daily workflows of general partners and limited partners, handling everything from screening deals to drafting investment committee memos. A forthcoming webinar from Dynamo Software aims to pull back the curtain on exactly how that shift is happening — and what it means for firms that haven’t yet made the leap.
Webinar Series to Explore Optimal Ways General Partners and Limited Partners Are Working Alongside Custom-Built AI Agents
BOSTON, MA, UNITED STATES, November 10, 2026 /EINPresswire.com/ — The way investment firms work is changing rapidly, thanks in no small part to the introduction of increasingly sophisticated AI agents to general partner (GP) and limited partner (LP) workflows. An upcoming webinar plans to dive into emerging best practices for delegating to and working alongside this technology, including how private markets professionals are building their own custom agents for their exact needs.
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Two distinct 45-minute sessions — one tailored for GPs, the other for LPs — will walk through how these AI agents solve specific, concrete problems for each audience. The sessions will highlight time-saving tasks such as screening potential investments, conducting manager due diligence, drafting investment committee memos, and preparing board materials. For busy investment teams, these are exactly the kinds of bottlenecks that can stall a deal or delay a decision.
Attendees will leave the webinar with a clear sense of which agentic workflows are most likely to deliver immediate results for their own teams. The sessions will also cover the governance side of deploying AI agents: how to track, review, and control the technology, and how to build full audit trails directly into an agent’s architecture. For firms worried about compliance and oversight, this part of the discussion may be the most valuable.
Webinar: Agents at Work for LPs & GPs: AI Workflows for the AI-driven Investment Firm
WHEN:
>> GP Session Nov. 18, 2026 | 11–11:45 a.m. ET
>> LP Session Nov. 19, 2026 | 11–11:45 a.m. ET
WHERE:
Online. Complete the registration form on Dynamo website.
WHO SHOULD ATTEND:
Private markets professionals responsible for managing ALTS investment workflows for improved efficiency, better relationships, stronger data management and the attainment of alpha.
For those who want to come prepared, Dynamo is also offering an optional AI Readiness Assessment that attendees can complete before the virtual event. The exercise is designed to help participants pinpoint which questions they should bring to the discussion, and to think through where AI agents could realistically fit into their own teams’ workflows.
About Dynamo Software, Inc.
Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, designed to centralize, streamline, and automate front-to-back-office investment operations for both General and Limited Partners. Trusted by over 1,000 global clients managing more than $10T in AUM, Dynamo supports the full investment lifecycle, including deal management, investor relations, portfolio monitoring, fund accounting, research, and portfolio management—all within a single, secure platform. With DynamoAI at its core, the platform empowers private equity, venture capital, private credit, real estate, infrastructure, and fund of funds teams to operate more efficiently, gain deeper insights into investments and relationships, and make faster, more confident decisions at every stage of the investment process. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com.
Nicole Selinger
KMPR Collective
+1 314-805-2165
nicole@kmprcollective.com
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Why it matters: AI agents are no longer a theoretical concept for private markets — they are already being deployed by GPs and LPs to handle high-stakes tasks like due diligence and board preparation. For firms that have not yet invested in custom agent workflows, this webinar offers a practical roadmap for catching up. As the industry pushes toward greater efficiency and alpha generation, understanding how to govern and integrate these tools may become a competitive necessity.
