KPMG and Suntera Bring AI Governance Into the Private Fund Finance Function

The private-fund finance function carries the records everyone else eventually depends on. AI can reduce the manual work around those records. It can also create a new path for sensitive portfolio information to leave the controls built to protect it.

KPMG and Suntera Fund Services are hosting a Friday breakfast for private-equity and venture-capital fund managers, CFOs, and controllers. The program combines one hour of CPE-eligible instruction with practical work across financial reporting, compliance, workflow automation, QSBS eligibility, tax strategy, and the data exchanged among general partners, limited partners, and third parties.

The course is designed to separate generative AI, machine learning, and robotic process automation inside actual fund-accounting and portfolio operations. It also moves into the control layer: SOC compliance, data privacy, proprietary portfolio-company financials, internal governance, audit readiness, and the places where automation should remain visible to the people accountable for the record.

Efficiency is the easy promise. The harder work is building a finance function that can use the technology without weakening the chain of evidence the fund will need when the report, regulator, auditor, or limited partner comes back with another question.

Event details

• Date: Friday, October 9, 2026
• Time: 09:00-11:00 PT
• Location: SOMA, San Francisco Bay Area, CA
• Format: Breakfast, Brunch or Lunch
• Host: Suntera Fund Services, KPMG
• Registration: Official SF Tech Week event page

Registration status, capacity, meeting details, and program information can change. Use the official event page for the latest organizer updates.