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
Beyond Cost Cutting: How SMBs Can Create Growth Through Digital Transformation
When small and mid-sized businesses (SMBs) talk about digital transformation, the conversation often starts with cost savings. Automate processes, streamline workflows, reduce overhead. These are valuable gains—but they’re only half the story.
Beyond Compliance: Why Understanding the MDR is Crucial for Your HealthTech Success
Most digital health companies approach regulation with dread. The EU Medical Device Regulation (MDR) is seen as a bureaucratic box-ticking exercise — something to get through as quickly as possible. But the truth is different: **MDR can be a strategic asset**.
Beyond Campaigns: Experiences That Stick
Traditional marketing campaigns fade quickly. A catchy slogan, a flashy ad, a banner on the high street—they grab attention, but they don’t always create lasting impact.
Agents of Change: How AI Is Redefining Marketing Operations
For years, “marketing automation” meant saving time on repetitive tasks. But the next era is far more radical — one where AI agents act as autonomous collaborators, not just background assistants.
AI-Powered Platforms: Turning Data into Decisions
Most organisations are drowning in data. Customer interactions, transactions, sensor feeds, employee records—the sheer volume is overwhelming. Yet for many, this data sits untouched, locked in spreadsheets or siloed systems.
AI for Sales Growth: Why Most Companies Are Doing It Wrong (And How to Fix It)
Let’s cut the crap. Every week I talk to CEOs, CROs, and heads of sales who all say the same thing: > “We don’t have enough leads. And the ones we do have? They cost too much.”
AI ROI: How to Turn an Experiment into a Balance Sheet Win
There’s a simple reason most AI projects never make it past the pilot stage: nobody can prove what they’re worth.
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