Inside Private Equity's AI-led Transformation (w/ Kyle Roemer of Accordion)

Inside Private Equity's AI-led Transformation (w/ Kyle Roemer of Accordion)

June 3, 2026 · 1h 18m

About this episode

Kyle Roemer discusses the impact of AI on workflows in private equity and predicts significant changes in the Office of the CFO.

Everyone says they are one-shotting workflows with AI. We brought on the guy who can tell us what's actually happening in middle-market private equity companies. Kyle Roemer, Head of Data & AI at Accordion, has a unique view because his firm advises over 350+ private equity clients. He can see what's real and what's hype, and Accordion has the Ramp data to tell the difference. Kyle walks Devin through the rapid changes over the past year, function by function, so you can decide if you're ahead or behind. One prediction: the Office of the CFO will go through the biggest revolution over the next year, which they believe will "Make Finance Fun Again!" Kyle Roemer is the host of Accordion's podcast " AI & PE: The Future of Value Creation " For more about Accordion visit accordion.com and reach out to Kyle and his team at ai@accordion.com . Also check out Accordion's latest AI white paper: " AI in PE: Ahead of the market, behind the curve " in partnership with Ramp to see where AI adoption stands

People in this episode

Hosts: Jim Milbery, Devin Mathews

Guest: Kyle Roemer

Topics covered

Mentioned in this episode

Organizations: Accordion, Ramp

Books & works: AI & PE: The Future of Value Creation, AI in PE: Ahead of the market, behind the curve

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