Portco Brief

Portco Brief

Technology, AI, and value creation insights for PE-backed companies.

How Much of Your Custom AI Engineering Becomes Product?

Oct 13, 2026

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6 min read

How Much of Your Custom AI Engineering Becomes Product?

Why customer-specific AI work turns into a services business unless the product has a defined place to put it.

Sujit Maharana
Sujit Maharana
Could You Reconstruct an AI Incident Tomorrow?

Oct 6, 2026

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6 min read

Could You Reconstruct an AI Incident Tomorrow?

Why the usual incident investigation methods fail for AI features in software products, and what to record instead.

Sujit Maharana
Sujit Maharana
Can an AI Agent Actually Use Your Product?

Sep 29, 2026

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7 min read

Can an AI Agent Actually Use Your Product?

Why safe AI agent access often requires moving business rules out of the screen.

Sujit Maharana
Sujit Maharana
Why Do Some AI-Assisted Modernization Estimates Come In Too Low?

Sep 22, 2026

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6 min read

Why Do Some AI-Assisted Modernization Estimates Come In Too Low?

AI can cut the cost of writing code. Some estimates assume the rest of the program got cheaper too.

Sujit Maharana
Sujit Maharana
How Much of Your Revenue Is Earned by Work AI Can Do Now?

Sep 15, 2026

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8 min read

How Much of Your Revenue Is Earned by Work AI Can Do Now?

The Revenue Substitution Score rates each revenue line on three dimensions the general ledger does not report, and the band it produces sets what the operating plan may assume about that line.

Sujit Maharana
Sujit Maharana
What Raises Your AI Bill When Nobody Changed Anything?

Sep 8, 2026

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7 min read

What Raises Your AI Bill When Nobody Changed Anything?

Running the same agent on the same task can consume up to thirty times more tokens on one run than another. The Authorship Split separates the spending somebody inside the company decided from the spending nobody there did, because only one of the two can be approved.

Sujit Maharana
Sujit Maharana
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