Artificial intelligence is reshaping the legacy lifecycle, from initial deal evaluation through ongoing claims management. This session explores how AI is enhancing bottom-up portfolio valuation and technical due diligence, enabling more efficient transactions and expanding opportunities in the lower middle market. Presenters will also examine how AI supports continuous claims oversight, including monitoring, auditing, and outcome improvement, and how LLMs and automated agents are being deployed to streamline defined claims workflows and strengthen handling standards.

Presenters:

Grace Hanson, CEO, Elysian

Anirudha Balasubramanian, CEO, Tailshift