The AI capability of available tools has improved by an order of magnitude over the past three years. The AI absorption capacity of mid-market portfolio companies has improved by perhaps thirty percen...
Most operating partners intervene before they diagnose. They arrive at a portfolio company with a playbook in their head, a set of standard interventions they have run successfully before, and a presu...
There is a number that almost no portfolio company tracks consistently and that turns out to predict an unreasonable share of commercial performance. It is the elapsed time between an inbound lead arr...
Every board meeting in 2026 contains the same scene. The chair turns to the CEO and asks the question that has now become ritual. What is your AI strategy? The CEO produces a slide. There is a vendor ...
Practice private equity like a pilot trains
