Exponential technologies are invalidating long-held assumptions about firms, jobs, and business models. This represents a significant challenge for PE firms. The relatively conservative interventions of the past will not be sufficient to stave off the disruption of portfolio companies. In this paper, we discuss how GPs can better understand the risks and exploit the tremendous opportunities brought by technology disruption.
This paper should also be of interest to LPs. It will be increasingly difficult to find safe harbors unaffected by technology disruption. LPs will need to become much more vigilant in their evaluation of GPs and their disruption preparedness.
Last revised: July 30, 2019
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