Dynamo to host webinar on AI agents in private markets workflows

Dynamo Software will host two virtual sessions Nov. 18 and 19 to show how general partners and limited partners are using custom AI agents in private markets operations. The webinars will focus on practical workflows, governance and audit trails as firms look to speed up investment processes and improve data management.

Why it matters: - Private markets firms are adding AI agents to day-to-day workflows to save time on screening, due diligence, memo drafting and board materials. - The sessions are aimed at helping GPs and LPs identify where agentic workflows can deliver immediate gains in efficiency and decision-making. - The event also addresses governance, including tracking, review controls and audit trails, as firms put AI into regulated investment processes.

What happened: - Dynamo Software is hosting a webinar series called "Agents at Work for LPs & GPs: AI Workflows for the AI-driven Investment Firm." - The GP session is set for Nov. 18, 2026, from 11 to 11:45 a.m. ET. - The LP session is set for Nov. 19, 2026, from 11 to 11:45 a.m. ET. - The event will be online, with registration available through the Dynamo website.

The details: - The two 45-minute sessions will be tailored separately for general partners and limited partners. - The program will show how agents can solve specific problems for each audience. - Attendees are expected to learn which AI workflows are most likely to help their teams right away. - The webinars will also cover how private markets professionals are building custom agents for their own needs. - Dynamo says attendees will get guidance on how to ensure full audit trails are built into agent workflows. - Private markets professionals managing alternative investment workflows are the target audience. - Dynamo also offers an AI Readiness Assessment that attendees can take before the event to help them prepare questions and identify where AI agents may fit in their teams.

Between the lines: - The webinar reflects a broader shift in private markets from generic automation tools to more customized AI systems tied to specific investment workflows. - The emphasis on governance suggests firms want speed from AI without losing oversight, documentation or compliance controls. - By splitting the event into GP and LP sessions, Dynamo is signaling that the two sides of the market face different operational needs.

What's next: - Attendees can register online ahead of the Nov. 18 and Nov. 19 sessions. - Dynamo is positioning the webinar as a practical entry point for firms that want to test where AI agents can fit into existing workflows. - More information is available in Dynamo's announcement.