Unlock the practical side of AI adoption in private equity. 🤖💼
Matthew Hall and Sam Gaddis break down Zapier’s widely shared AI Fluency Framework and then rebuild it for PE—covering deal sourcing, diligence, fund ops, and the coding workflows that actually ship AI products.

What You’ll Learn
Why Zapier made AI fluency non-negotiable for every new hire—and what that means outside tech.

A four-level ladder (Unacceptable → Transformative) tailored to PE functions:

Deal Sourcing

Deal Evaluation & Diligence

Fund Operations

Value Creation & Investor Relations

Concrete tool stacks: Clay, Replit, Claude Code, GitHub Issues, custom GPTs.

The “white whale” of PE ops: a chat interface that understands every deal doc—and why we’re this close.

Sam’s two-terminal setup that turns AI agents into reliable teammates (and kills downtime).

Links & Resources
Zapier AI Fluency Framework → https://zapier.com/blog/zapier-ai-first-hiring-leaning/

Sam’s coding-workflow video → https://www.youtube.com/watch?v=v0o50r4hz24&t=259s

Full PE AI-fluency matrix & examples → coming soon on runpoint.ai

Subscribe for more AI-in-business deep dives → 🔔

Chapters
00:00 Intro
01:00 Zapier’s AI Fluency Framework explained
10:00 Deal Sourcing—spray-and-pray vs adaptive agents
17:00 Diligence workflows with Replit & contract analyzers
24:25 Fund Ops dashboards, data warehouses & the ‘impossible’ chatbot
32:00 Sam’s multitasking Claude Code + GitHub flow
35:00 How you can score your own firm (and help us refine the model)

In this episode of the Run Point Podcast, hosts Matthew Hall and Sam Gaddis engage with Shane Stearns to explore the evolving landscape of outbound sales, particularly in the context of AI. They discuss the historical eras of outbound sales, the challenges of the sequencing era, and the importance of quality over quantity in sales strategies. Shane shares insights on how AI can enhance list building and research, the fragmentation of sales tools, and the critical role of personalization in effective sales outreach. The conversation culminates in a discussion about the future of AI in sales coaching and training, emphasizing the need for a human touch in understanding client needs.
takeaways

Chapters
00:00 - Introduction to AI and Go-to-Market Strategies
01:26 - Eras of Outbound Sales: A Historical Perspective
04:07 - The Sequencing Era: Overload and Complexity
08:45 - The Shift to Quality Lists and Personalization
11:32 - The Rise of Clay: A New Era in Sales Tools
14:20 - Fragmentation vs. All-in-One Solutions
18:07 - Human Interaction: The Key to Effective Sales
21:31 - Understanding the Value Proposition
24:37 - Leveraging AI in Sales Processes
28:47 - Building Targeted Lists with AI
31:24 - The Role of Personalization in Outreach
34:36 - AI in Market Research and Focus Groups
39:06 - AI's Role in Sales Coaching and Training

AI isn’t coming—it’s already in your pocket and on your P&L. In this RunPoint Podcast episode, Matthew Hall and Sam Gaddis break down the real-world ways they’re using generative AI to:

• Out-think the spreadsheet – build cash-flow models, plan investments, and pressure-test big bets in minutes.
• Parent with data – get actionable, guilt-free advice on sleep schedules, tough conversations, and everything in-between.
• Slash overhead – automate the grunt work across ops, finance, and customer success, freeing headcount for higher-margin jobs.
• Spot the next 10-bagger – why private-equity buyers are paying premiums for AI-enabled companies and how to ride that wave.

They call out the hype, quantify the upside, and share the playbooks they’re actually running inside PE-backed businesses. If you want concrete tactics (not sci-fi headlines) on turning AI into personal leverage and fatter EBIT, this one’s for you.

Timestamps
0:00 – Intro: AI hits daily life
10:53 – Pro-level AI stacks and workflows
21:19 – Macro view: margins, multiples, and the next decade