Insivia Speaks to Private Equity Group on AI Strategy for B2B SaaS Companies

When a private equity group brings together its portfolio of B2B SaaS CEOs in New York City, the focus is clear: growth, efficiency, and the future of go-to-market. This month, our team at Insivia was invited to lead a session on “AI Advantage: Unlocking Go-To-Market Efficiency for B2B Leaders in the Agentic Era.”

Delivered by Andy Halko (CEO) and Tony Zayas (CRO), the session unpacked how artificial intelligence is changing not just marketing and sales — but the entire architecture of how SaaS companies grow.

“AI isn’t the fix itself — it’s the force multiplier that lets you diagnose, adapt, and align the whole system,” said Andy Halko. “It’s time to move past the buzzwords and start using AI to redesign cost structures and strengthen how teams think, decide, and act.”

Inside the Session: From Theory to Tactical Application

Over the course of the workshop, B2B SaaS CEOs and operators explored:

• How AI is reshaping buyer behavior — from research to purchase — creating both new threats and unprecedented opportunities.

• Practical frameworks to increase lead quality and conversion rates without increasing headcount.

• Real-world case studies showing how AI can decouple growth from hiring curves and drive efficiency across the funnel.

• Live examples of how sales teams are using AI-powered coaching and buyer simulations to close complex, multi-stakeholder deals.

The session wrapped with an interactive challenge where participants developed AI-enhanced GTM strategies for realistic SaaS buying scenarios — putting concepts into practice immediately.

Why Private Equity Leaders Are Paying Attention

Private equity firms are increasingly looking to AI to unlock operational efficiency across their portfolios. From deal sourcing and diligence to optimizing go-to-market motions post-acquisition, the question is no longer if AI fits into their strategy — but how fast they can implement it.

Our talk highlighted that the winners in the “agentic era” will be those who build buyer-centric, AI-enabled systems that improve decision quality, accelerate cycles, and compound ROI over time.

Continuing the Conversation

We’re continuing to partner with investors, portfolio operators, and B2B SaaS founders to bring clarity and structure to their AI transformation journey — through both consulting engagements and our proprietary BuyerTwin platform, which simulates real buyer behavior to optimize messaging, sales enablement, and conversion.

If you’re a private equity group, B2B SaaS investor, or portfolio operator looking to bring AI-driven efficiency to your go-to-market strategy, we’d love to connect.

📍 Event Location: New York City 🎤 Session: AI Advantage: Unlocking Go-To-Market Efficiency for B2B Leaders in the Agentic Era 👥 Audience: Private Equity portfolio CEOs and B2B SaaS founders

Written by: Andy Halko, CEO & Founder

I started Insivia in 2002 and for over 22 years I have had the chance to work directly with hundreds of companies and founders to redefine or reinvent their businesses.