Field notes from our engagements, articles on AI maturity and delivery discipline, and chapters from the published frameworks.
You cannot fix the Hidden Year with a strategy memo. You fix it with infrastructure, sequence, and a self-funding mechanism the CFO will defend in front of the board. The playbook.
AI-Proofing the Portfolio · 8 minMay 19, 2026Every portfolio company in your fund is paying an invoice you have never seen — two to six million dollars a year, disguised as ordinary technology spend. Let's do the math.
AI-Proofing the Portfolio · 8 minMay 12, 2026Almost every senior dealmaker at this year's Milken Global said the same thing: AI has turned exit modeling into a blindfolded dart throw. They are not wrong — and they are not done paying for it.
AI-Proofing the Portfolio · 7 minBi-weekly. Real engagement learnings, not generic AI thought leadership. We send when there's something to say and not when there isn't.
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