Case StudyAutomation Training Programme

How Permira’s Investment Team Got Hands-On with Agentic AI and Workflow Automation

Permira, one of the worlds leading Private Equity firms, partnered with STX Next to give its investment team practical, hands-on agentic AI and automation skills through a co-designed training programme and hackathon delivered across London and New York.

Strategic Execution

The tailored program

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STX Next and Permira’s Value Creation team co-designed and co-delivered a structured training program tailored to the investment team’s daily workflow. Permira’s operational expertise shaped the curriculum throughout, with real investment tasks used as live examples.

The program ran in two phases across both locations:

Phase I - Online

1.5-hour online introductory workshop covering the foundations of a leading AI workflow automation tool, an automation thinking framework, and a live workflow build.

Phase II - onsite in london and new york

4-hour onsite hackathon. Participants worked through a cold-start troubleshooting exercise, guided pair programming, and a custom challenge round in which teams built workflows tied to their day-to-day work.

Supporting materials included pre-session baseline content, security guidelines for the self-hosted leading AI workflow automation tool configuration, and troubleshooting cheat sheets for ongoing reference.

Workflows built during the program

Company Research Accelerator
Company Meeting Preparation
Email Triage Agent
Sector Thematic Research
Analysis Agent
STX Next: Agentic AI & Automation Experts

AI Automation Experts

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As an official n8n partner, a Microsoft partner delivering Copilot Studio services, and a Claude partner, STX Next helps teams put agentic AI automation to work. We train your people to build workflow automations and AI agents across these platforms, embed them into daily operations, and support their development over time.

With 20+ years of software delivery experience and a team of 500+ professionals, we work across financial services, private equity, insurance, industrials, and healthcare, where security requirements are non-negotiable.

Beyond the tools, we provide a strategic lens for identifying where AI automation creates the most impact. Participants leave with a shared language and a repeatable framework for spotting automation opportunities within their own processes or when evaluating external partners.

STX Next is ISO/IEC 27001-certified and has direct experience deploying the self-hosted enterprise n8n instances in air-gapped and private cloud environments in addition to the standard Enterprise Cloud version.

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Workflow automation at STX Next

114
active n8n users
130
active workflows
30,000
production executions of AI Agents delivered in the last 3 months
Summary

Permira x STX Next

By the end of the programme, investment team professionals across London and New York were able to build functioning workflows using a leading AI workflow automation tool in a single day. The co-designed format, grounded in Permira’s real operational context, is the approach we bring to every engagement.

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