Free Self-Assessment

PE AI Governance Scorecard

Assess whether your company or portfolio has the operating model, risk-tiering, supervision, and accountability needed to turn AI activity into measurable value — before a transaction or board question forces the answer.

"AI activity is not the same as governed value. The scorecard shows you the gap."

AI Value Potential — where AI can realistically improve speed, margin, quality, or decision throughput

Workflow Readiness — which workflows are ready for AI-assisted, AI-augmented, or AI-delegated execution

Delegation Maturity — whether you have a risk-tiered model for how much autonomy AI should have

Human Judgment & Governance — where approval and escalation must stay close, and how mature oversight is

Board Oversight & 90-Day Priorities — whether the board can govern AI, and what to prioritize next

Dr. Joe Shepherd

Author, The AI-Native Organization · PE Board Advisor · Operating Partner

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For boards, GPs, and operating partners — not data teams.

What it's for

Score your company or portfolio across seven dimensions of AI value and governance

See where AI can safely take on more meaningful work — and where judgment must stay close

Walk into your next board or leadership session with a clear, prioritized view

Want a guided read of your score?

The AI Governance Diagnostic turns the scorecard into a prioritized plan — where AI can create value, which workflows are ready for delegation, and what to do in the next 90 days. If you want the deeper framework, the AI Governance Playbook is the companion resource.

Book an AI Governance Diagnostic → Get the Playbook