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Start with the decision layer
Exit readiness & due diligence
AI made the standard part of due diligence cheap. Why haven’t fees moved?
DD vendors now run the standard checklist with AI, yet fees stay the same. What that means for how PE funds brief and pay for assessments.
3 min read
AI strategy & operating model
PE teams have brilliant AI users and a fund that barely benefits
Associates build their own Claude skills, yet each one stays with the person who built it. Two steps to get AI value at fund and portfolio level.
3 min read
Business cases & ROI
Is AI an efficiency play or a growth play?
PwC's CEO survey shows most companies see AI on the cost side. Most initiatives have room for both, if you define how saved time becomes money before you build.
3 min read
AI strategy & operating model
Two years into AI adoption, still starting from zero context
A fast-moving company with its own chatbot and AI ambassadors still has most AI use starting from scratch. Why missing organisational context caps your AI value.
3 min read
AI costs & infrastructure
AI gets cheaper every quarter. Why do the bills keep rising?
Unit costs are falling fast, yet AI bills go up. Three reasons why, and a three-layer way to measure AI use without tagging every conversation.
3 min read
Workflow & data
Two rejected applications, two completely different fixes
One application missed a signature. Another failed a rule a near-identical case had passed. Why these need completely different fixes.
3 min read
AI strategy & operating model
What 'agentic' used to mean, and why workflows pay off first
Most of what gets sold as agentic is a single LLM call. Even real agents are rarely where the ROI is today. Where workflows you can test do the job better.
3 min read
AI costs & infrastructure
What sovereign AI actually means
Choosing the EU region of a US cloud doesn't make you sovereign. Three questions that define sovereign AI and three places you can land.
3 min read
Business cases & ROI
From gross savings to net: where GenAI business cases erode
Gross savings rarely become net ROI. The four cost lines that erode a GenAI business case, with practitioner ranges for each.
3 min read
Exit readiness & due diligence
Where your AI advantage actually comes from
Funded teams can rebuild AI features in weeks. Where a real AI moat forms, and three questions to find out where you stand.
3 min read
Workflow & data
Zero-based redesign: what a GenAI compliance project taught me
In a compliance project, we stopped asking how to review faster and asked whether humans should review first at all. The results changed the work.
3 min read
Business cases & ROI
Kill, Rescope, Alter or Scale: triaging your GenAI portfolio
Most GenAI portfolios carry initiatives that should have been stopped months ago. A matrix to decide what to kill, rescope, alter or scale.
3 min read