CongregationPortfolio Services
4 articles
Why Portfolio Oversight Matters More Than Individual AI Wins
Across private equity portfolios, there is no shortage of AI success stories. One company reduces support tickets. Another automates invoice processing. A third improves forecasting accuracy. Each result looks positive in isolation. Yet at the portfolio level, something still feels wrong.
Why Portfolio AI Rarely Shows Up in EBITDA (And What PE Firms Miss)
Most AI initiatives in private equity portfolios never translate into EBITDA uplift. This article explains why value gets lost, how ROI fog forms, and what operating partners consistently underestimate.
The PE backed MSP playbook: The Franken-Stack dilemma
Private equity has poured billions into MSP roll-ups over the last decade. The thesis is familiar: acquire strong regional operators, standardise operations, unlock scale, and expand margins. On paper, it works. In reality, most MSP platforms hit an invisible wall somewhere between acquisition #2 and #4.
The Hidden Cost of Pilot Purgatory in Portfolio Companies
Across private equity portfolios, the same conversation repeats itself. An AI pilot shows promise. A proof of concept is funded. Early results look encouraging. Then time passes.
Advisory Services
98 articles
Zero Wasted Leads: A New Philosophy for AI in Sales
Here’s the brutal truth: you don’t need more leads. You need fewer, better ones
Your Phone as a Doctor: The Impact of Digital Medical Devices on Daily Health
What if your doctor was already in your pocket? For millions of people, this isn’t a futuristic vision — it’s daily reality. Smartphones are rapidly evolving from communication tools into **personal health hubs**, equipped with sensors, apps, and connected devices that monitor, diagnose, and sometimes even treat.
Your Business Won't Die Because You're Not "AI-First" (But Here's What Actually Matters)
If you're running a £5M–£50M business and you wake up at 3am worrying that you're "falling behind on AI," I have good news and bad news.
Winning Hearts and Minds: Change Management in Digital Transformation
You can have the slickest roadmap, the most innovative technology, and the most ambitious leadership vision. But if your people aren’t on board, your digital transformation is doomed to fail.
Why Your AI Lead Gen Tool Isn’t Working (And How to Fix It)
Let’s be blunt. If you bought an AI lead gen tool thinking it would rain qualified meetings overnight, you’ve already learned the hard truth: it doesn’t work.
Why SMEs Don’t Need More Consultants — They Need Systems That Stick
SMEs don’t need more consultants — they need systems that make good decisions stick. Learn how AI-led systems turn advice into lasting operational change.
When Off-the-Shelf Isn’t Enough: The Case for Custom Digital Products
Off-the-shelf software promises convenience. It’s quick to buy, relatively cheap to implement, and usually comes with support. For many basic needs, it does the job.
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