What's your experience with technology in PE?

I've been updating PowerPoint slides like a scribe for months now, and it got me thinking - how does everyone here feel about technology in PE? What’s been the biggest issue for you?

Messy Excel files? Issues with the data room? PPT formatting?

531 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '24 Dec 2025 Cohort

5.00/5

Private Equity Mock Coffee Chat

“Julius was extremely helpful in breaking down the accounting concepts, especially allowing me the opportunity to walk through a question step by step on how the three financial statements are impacted across income, cash flow and balance sheet along with figuring out the mental math for it all. The concept for Equity Value to Enterprise value and bridging between the two were fairly straight forward. Along with the networking advice on reaching out to potential recruiters for Investment banking roles and how lateral recruitement is happening year end vs going into Q1 next year.”

Saint Joseph's University

Class of '10 Oct 2026 Cohort

5.00/5

Private Equity 7 Stories Review

“Very helpful. Practical tips and actionable feedback. Will schedule follow up sessions with him in the upcoming weeks”

See All 11,570 WSO Academy Reviews

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What's your experience with technology in PE?

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What's your experience with technology in PE?

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