Your equity team is strategic. Your systems aren't.
Equity teams now shape strategy – 95% help structure M&A deals. Yet most are still stuck in spreadsheets and manual reports. New research on why and what it costs.
The strategic gap
Leadership relies on equity teams for M&A, governance, and comp. The work is strategic; the classification still says operational. See where the hours actually go.
AI adoption patterns
AI adoption is broad but shallow. Nearly 3 in 4 equity teams use it, but fewer than 1 in 4 use it extensively. Inside: the top use cases and why trust has to be earned first.
Three main challenges:
Three challenges surfaced: disconnected systems buckling under growth, real-time data that still takes hours to report on, and friction where the stakes are highest.
Scattered data
Most teams run three or more disconnected systems. Growth is compounding it fast.
Slow answers
Real-time visibility into equity data is nearly universal now. Turning it into a usable report still isn't.
Pressure points
M&A, restructuring, liquidity events: the high-stake moments that matter most are exactly where the friction hits hardest.
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