Strategy Summit 2025: Unlocking untapped potential in the mid-market through private equity

Artificial intelligence is reshaping the way investment decisions are made – but the real potential lies in combining AI with human insight. That’s one of the key takeaways from the conversation between Christian Underwood (CEO,StrategyFrame®) and Penguin Capital’s Nico Zeifang at this year’s StrategySummit.

Drawing on Penguin Capital’s experience in the lower mid-cap market, Nico highlighted why entrepreneurial intuition remains essential – especially when dealing with complex, smaller transactions – and how the right use of data can sharpen every step of the investment process.

At Penguin Capital, data is not just a tool – it’s a pillar of the investment strategy, enabling faster, better decisions and maximizing value for investors and partners alike.

In this session, Christian and Nico discuss:

·      the future of AI in investment decision making – and why the answer is man + machine,

·      how entrepreneurial experience gives investors an edge in the lower mid-market,

·      and why data should be a foundation, not an afterthought, in any investment approach.