Technology, AI, and value creation insights for PE-backed companies.
Aug 18, 2026
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8 min read
The Attribution Tree sorts every AI line in the FY27 plan into one of five verdicts: park, instrument, prove, stop, or scale.
Aug 11, 2026
6 min read
AI agents are breaking the link between seats and value. The METER Test shows whether your portfolio company can change what it charges for.
Aug 4, 2026
9 min read
The Replacement Clock: how long a new engineer needs to safely change your critical systems and why that number, not headcount, decides what survives diligence
Jul 28, 2026
7 min read
The Remaining Hold Test
Jul 21, 2026
4 min read
The identities your portfolio company never counted, and the risk a buyer prices at exit
Jul 14, 2026
5 min read
The One-Bill Test for AI-enabled software: can cost, outcome, and contract reconcile at the customer level?
