Future of Finance: How AI Is Rewiring Private Market Workflows

Join PitchBook and our partners at Harvey and Madrona for a panel on how AI is rewiring private market workflows, then stay for the Kraken game on us.

AI is changing how private-market work gets done. Sourcing, research, diligence, contract review, and closing used to be a slow, step-by-step relay between separate teams. Now each step is being rebuilt by a different kind of AI tool, while dealmaking accelerates.

Legal-native agents like Harvey are taking the first pass at diligence, redlining, and closing. And venture investors like Madrona feel the combined effect in their daily work: how they source, evaluate, and decide.

What holds it together is trust in the data underneath. PitchBook’s private-market data runs inside tools like Harvey, so one dataset can follow a deal from first search to final decision. That only works if teams can act on what the AI tells them instead of stopping to double-check it.

What the panel will discuss:

One deal, three seats: how AI reshapes each stage of a deal

Research → diligence → close: what’s changing at each step

Trust over capability: why trust in the data matters

Speed vs. better deals: is faster always better?

12 months out: what’s next for AI in private markets

Has your workflow been rewired yet, or are you still running the old relay?

Location: Climate Pledge Arena, Seattle

2:30: Doors Open + Pre-panel networking

3:15 – 4:15: Panel discussion and Q&A

4:15-5:30: Post event happy hour

7:00 PM: Kraken vs. Maple Leafs puck drop. Every approved attendee receives one complimentary ticket to the game.

Speakers

Paul Jaeschke, Chief Product Officer, PitchBook

David Armstrong, Head of Asset Management, Harvey

Chris Picardo, Partner, Madrona

Moderator

Jacob Robbins, PitchBook Reporter

Registration: This is a curated event. All registrations are subject to approval by the host, and registering does not guarantee admission. You’ll receive a confirmation email if your registration is approved.