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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.

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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 ago4 min read

The Role of AI and XR in Digital Transformation

Artificial Intelligence (AI) and Extended Reality (XR) are often talked about in the same breath as blockchain or the metaverse—technologies that sometimes feel more like marketing slogans than practical tools.

MN
Mark Nicoll
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Advisory Services3 days ago

The Panamorphix IP Model: Making Bespoke AI Affordable for Sales Teams

At Panamorphix Consulting, we’ve built bespoke AI for sales teams across SaaS, healthtech, fintech, and manufacturing—without burning seven-figure holes in their budgets. How? By using our IP model, a simple but powerful way to share the cost of innovation.

7 min readExplore →
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Advisory Services3 days ago

The New ROI of Digital Transformation: Reducing Manual Work, Not Buying More Software

If you’ve ever sat in a meeting where someone said, "We need better tools,” you might have felt that familiar mix of hope and fatigue.

6 min readExplore →
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Advisory Services3 days ago

The Human Firewall: Turning Cultural Resistance Into Buy-In

Technology doesn’t kill transformation. People do. Not because they’re lazy. Not because they’re anti-innovation. But because culture is the ultimate firewall.

4 min readExplore →
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Advisory Services3 days ago

The Hidden Cost of “Hero Employees” — And How AI Systems Reduce Single-Point Risk

Hero employees keep SMEs running — but they also create hidden risk. Learn how AI systems reduce single-point dependency and build more resilient operations.

6 min readExplore →
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Advisory Services3 days ago

The Hidden Cost of Manual Work: Why SMEs Stay Small Without AI Systems

Manual work drains SME time, energy and growth. Discover how AI systems remove operational drag and unlock faster, more sustainable scaling.

8 min readExplore →
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Advisory Services3 days ago

The Great AI Repatriation: Why Companies Are Moving Compute On-Premise

For more than a decade, the cloud has been the default setting for digital ambition. It promised infinite scale, instant access, and freedom from infrastructure. The message was simple: if you’re not in the cloud, you’re behind.

12 min readExplore →

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