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Design & Delivery
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AI & Data Transformation

AI and Data
Transformation

We take you from readiness assessment to live deployment, with capability transfer built in, so ownership, and the ability to evolve beyond the confines of our engagement, sits with your team. Support scales with what you need, from extending your existing AI platform with new use cases, to building bespoke AI systems from the ground up.

End-to-end
Assessment through to production
PE-native
Built for investor timelines
Value-first
Commercial outcomes, not technology theatre
End-to-end
Assessment through to production
PE-native
Built for investor timelines
Value-first
Commercial outcomes, not technology theatre

Our AI experience in numbers

40+

Applied-AI projects for private equity clients and their portfolios

1000+

Users of our custom AI solutions

6

Strategic technology partners

OpenAI, Microsoft, Anthropic, AWS, Perplexity, Google

6+

Years delivering the BVCA's flagship digital and AI course

AI can create real commercial value. But most organisations haven't worked out how to unlock this yet.

Here's how we get you there.

step

01

Identify

Find where AI actually creates value, including opportunities missed when use cases are mapped function by function.

step

02

Prioritise

Focus effort on what will genuinely move the needle, not on departmental pet projects.

step

03

Build

Extend the AI platforms you already use, or build fully bespoke systems from the ground up.

step

04

Embed and build confidence

Give people the skills and trust to use what gets built, however well it's engineered.

We work with private equity funds, portfolios and ambitious corporates to do all four, wherever the opportunity sits, and build it into live work with your team owning the result.

The five ways we work with you on AI

For Businesses

AI Horizon

Every business sits somewhere between AI threat and AI advantage. We assess both, so you know where to defend and where to invest.

AI Launchpad

Prioritise, build and launch AI use cases. An end-to-end deployment engagement, from foundational capability to working pilots your team can run independently.

For Funds

Portfolio Radar

A consistent, structured view of AI exposure across the portfolio, helping you prioritise focus areas and flag key issues to management teams.

Launchpad for Funds

Set up fund-level AI tools and ways of working, from platform configuration to firm-wide onboarding.

AI Fluency

Build the skills and confidence to work with AI, at whatever stage your business is at. From hands-on training that gets a whole team comfortable with the basics, to identifying and equipping the people who'll go further, building advanced, business-specific skills to keep AI capability growing across the business long after we've left.

RELATED SERVICES

Design & Delivery

Sales, Marketing & Service Acceleration

We turn commercial strategy into revenue by building a marketing, sales and service engine that fills pipeline, converts customers and protects retention. Embedded delivery with your team.

Product & Technology Execution

Digital product and technology strategy, advice, you work with people who have built and run product and engineering organisations, and who turn the value-creation plan into product the business owns.​

LATEST ENGAGEMENTS

Explore further work.

A selection of recent engagements across transaction advisory, growth strategy, AI deployment and commercial delivery.

CASE STUDY
Business Services
AI

Delivering the flagship digital and AI training syllabus for UK Private Capital

UK Private Capital (formerly the British Venture Capital Association), the trade association for the UK’s private capital industry, wanted to give its members a practical grounding in digital and AI.

UK Private Capital
CASE STUDY
Software & Services
AI

Transforming a software business with AI-driven operational excellence

A software business in a client’s portfolio saw a significant opportunity to use technology and AI to drive operational change, streamline core workflows and increase shareholder value.

UK Fund
CASE STUDY
Legal Services
AI

Building an AI Centre of Excellence into a self-sufficient capability

A US legal services and eDiscovery provider, PE-backed and growing rapidly through acquisition. AI governance policies, a firm-wide Copilot roll-out and company-wide training were already in place, alongside an internal AI Committee of Excellence.

USA Fund
Senior Director
AI & Data Transformation
SPEAK TO OUR EXPERT

Rich Klee

Senior Director, AI & Data Transformation · Palladium Digital Group

With over twenty years working at the intersection of data, technology and commercial strategy, Rich leads Palladium’s Applied-AI and Data Transformation practice. He works with private equity funds and portfolio companies across financial services, healthcare and technology – helping businesses move from AI ambition to measurable, production-grade outcomes. Every engagement is direct, evidence-led and rooted in the specific needs of the client’s operation and market.

rich.klee@palladiumdigital.co.uk
+44 203 882 8567

Contact us

Every engagement starts with understanding what you’re actually trying to achieve. Not a pitch deck. A conversation.

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    Invitation only
    Palladium × SureCloud

    Seizing the AI Advantage

    From experimentation to operational leverage

    Thu 8 Oct 2026
    08:00–10:30
    Sea Containers

    An invitation-only AI breakfast briefing for private equity professionals and portfolio leaders. Places are limited.