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
Marketing Strategy in the Age of AI: From Data to Decisions
In today’s AI-driven landscape, marketing strategy is no longer about static plans or quarterly campaigns — it’s about systems that learn.
MVP to ROI: Building Minimum Viable Products That Actually Deliver
The phrase "Minimum Viable Product" (MVP) is often misunderstood. For some, it conjures up images of half-baked apps or clunky demos that never see the light of day. But done properly, MVPs are one of the most powerful tools in digital transformation.
Leveraging Data and Analytics to Create Scalable, Repeatable IP
Every company claims to be “data-driven.” In reality, most are data-hoarders. They collect terabytes of numbers, stash them in silos, and then brag about “digital transformation” while decision-making still happens on instinct. Here’s the brutal truth: data that isn’t productised is wasted.
Legacy Systems: The Hidden Roadblock to Transformation (And How to Fix It)
Every business leader wants to talk about AI, automation, and data-driven decisions. Yet behind the glossy slide decks lies a more mundane truth: most organisations are still shackled by legacy systems.
Legacy Systems Aren’t Your Excuse—They’re Your Goldmine
Every organisation has them. The creaking finance platform from the 90s. The CRM that no one loves but everyone depends on. The on-prem server hiding under a desk in IT.
Innovation Through Prototyping: Why Labs Matter in Digital Transformation
Every business has ideas. The challenge is knowing which ones are worth pursuing. Too often, digital transformation stalls because organisations spend months in meetings, debating strategies, but never actually test anything in the real world.
Immersive Training Simulations: Safer, Smarter, and More Scalable
Immersive training simulations change the game. By using Virtual Reality (VR) and Augmented Reality (AR), organisations can create realistic scenarios where employees learn by doing—without real-world consequences.
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