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
The Founder’s Advantage: Why Entrepreneurs Make the Best Consultants
What makes a great consultant? Industry knowledge? Frameworks? An impressive slide deck? Those matter—but they’re not enough. The truth is, the best consultants are often those who have been through the fire of founding and building businesses.
The End of Pilots: A Fixed-Scope Model for AI That Actually Ships
Mid-market leaders hate AI pilots — not because they dislike innovation, but because pilots rarely make it into production. Somewhere between the inspiring demo and the messy operational reality, the whole thing stalls.
The EU Medical Device Regulation: A New Era for Digital Health Companies
For digital health companies, this isn’t just paperwork. MDR fundamentally changes how apps, wearables, and digital platforms are classified, tested, and approved. It raises the bar for safety, transparency, and post-market monitoring — and it’s reshaping the competitive landscape.
The Digital Transformation Roadmap: Building a Strategy That Actually Works
Digital transformation isn’t a single project you tick off a list—it’s an ongoing journey. Yet many companies stumble because they jump in without a clear plan. They add shiny new tools here and there, but without alignment, those tools become expensive decorations.
The Culture Factor: Why Transformation Fails Without Buy-In
Digital transformation is often framed as a technical challenge. New systems, new platforms, new workflows. But beneath the technology lies the true make-or-break factor: culture.
The AI Trust Gap: Why Mid-Market Companies Are Paralysed (And How to Break Free)
There's a peculiar scene playing out in boardrooms across the UK right now. The Board wants AI. The CEO knows they 'should' want AI. The CFO has seen the demos. Everyone agrees something needs to happen. And then... nothing happens.
The AI Systems Every SME Should Deploy in 2025 (And Why They Matter)
SMEs don’t need more tools — they need AI systems that remove manual work, surface insights and accelerate growth. Discover the essential AI systems every SME should deploy in 2025.
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