Portfolio 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
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.
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".
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.
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.
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.
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.
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.
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