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Proprietary insights on AI-driven decision infrastructure, market gaps, and the evolution of private equity portfolio supervision.

Portfolio Services

4 articles

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Portfolio Services
3 days ago9 min read

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.

MN
Mark Nicoll
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Portfolio Services3 days ago

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.

8 min readExplore →
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Portfolio Services3 days ago

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.

7 min readExplore →
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Portfolio Services3 days ago

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.

8 min readExplore →

Advisory Services

98 articles

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Advisory Services
3 days ago8 min read

Use AI Systems to Bypass Legacy Constraints — Not Reinforce Them

Legacy systems slow SMEs down — but replacing them isn’t the answer. Learn how AI systems bypass legacy constraints to automate workflows, unify data and reduce operational pain.

MN
Mark Nicoll
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Advisory Services3 days ago

Turning Operational Inefficiencies Into Revenue-Generating IP: A Strategic Guide

Here’s a truth most leaders don’t want shouted in boardrooms: "every inefficiency you quietly “fix” is a nickel you’re handing to your competitors".

10 min readExplore →
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Advisory Services3 days ago

The Unsexy Businesses That Hold the Real Growth Potential: Why Transport, Manufacturing & Logistics Win With a Systems Approach

Transport. Manufacturing. Logistics. Industrial supply. The backbone of every modern economy — and the sectors least likely to appear in an innovation keynote.

9 min readExplore →
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Advisory Services3 days ago

The True Cost of a Lead: How AI Can Lower CPL Without Lowering Quality

Let’s start with an uncomfortable truth: Cheap leads aren’t cheap if they don’t close.

7 min readExplore →
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Advisory Services3 days ago

The Top 10 Mistakes Companies Make When Choosing Digital Partners

Most companies don’t fail because they choose the wrong technology — they fail because they choose the wrong partners.

10 min readExplore →
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Advisory Services3 days ago

The Top 10 Metrics That Prove Your Digital Transformation Is (Actually) Working

Many digital transformation programmes look good on paper — dashboards, platforms, pilots — yet still fail to deliver meaningful results. When leaders ask “Is this working?”, the answers are often vague.

6 min readExplore →
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Advisory Services3 days ago

The Top 10 Digital Transformation Traps SMBs Still Fall Into (and How to Escape Them)

Digital transformation is meant to simplify business. Yet for many SMBs, it often feels like wading through quicksand — expensive platforms, scattered teams, and a “strategy” that never leaves the slide deck.

7 min readExplore →

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