Insights
Insights
Insights

The best AI transformation companies in 2026
The best AI transformation companies in 2026
The best AI transformation companies in 2026
Sixteen AI transformation companies compared: who builds, who owns them after this year’s deals, whether they publish a price, and where each falls short.
Sixteen AI transformation companies compared: who builds, who owns them after this year’s deals, whether they publish a price, and where each falls short.

Forward deployed engineers or AI consultants?
Forward deployed engineers or AI consultants?
Forward deployed engineers or AI consultants?
The job titles have converged. What separates them now is who the people work for, what they sell next, and what you own when they leave.
The job titles have converged. What separates them now is who the people work for, what they sell next, and what you own when they leave.

Adding AI agents to your ERP for quotes and orders
Adding AI agents to your ERP for quotes and orders
Adding AI agents to your ERP for quotes and orders
How to add AI agents to an ERP for quoting and order processing: the flow, who approves what, what SAP, Oracle and Microsoft allow, and how to roll it out.
How to add AI agents to an ERP for quoting and order processing: the flow, who approves what, what SAP, Oracle and Microsoft allow, and how to roll it out.

Best Palantir alternatives for mid-market companies in 2026
Best Palantir alternatives for mid-market companies in 2026
Best Palantir alternatives for mid-market companies in 2026
Ten Palantir alternatives for companies of 100 to 2,000 people: what each one is, who it fits, what it publishes about price, and where it falls short.
Ten Palantir alternatives for companies of 100 to 2,000 people: what each one is, who it fits, what it publishes about price, and where it falls short.

Commercial diligence before IC: What converges in 30 days and what never will
Commercial diligence before IC: What converges in 30 days and what never will
Commercial diligence before IC: What converges in 30 days and what never will
Sponsor buyers set their own decision window at about a month, so the work that matters before IC is classifying the thesis variables rather than collecting more of them.
Sponsor buyers set their own decision window at about a month, so the work that matters before IC is classifying the thesis variables rather than collecting more of them.

The best AI transformation companies in 2026
The best AI transformation companies in 2026
Sixteen AI transformation companies compared: who builds, who owns them after this year’s deals, whether they publish a price, and where each falls short.
Sixteen AI transformation companies compared: who builds, who owns them after this year’s deals, whether they publish a price, and where each falls short.

Forward deployed engineers or AI consultants?
Forward deployed engineers or AI consultants?
The job titles have converged. What separates them now is who the people work for, what they sell next, and what you own when they leave.
The job titles have converged. What separates them now is who the people work for, what they sell next, and what you own when they leave.

Adding AI agents to your ERP for quotes and orders
Adding AI agents to your ERP for quotes and orders
How to add AI agents to an ERP for quoting and order processing: the flow, who approves what, what SAP, Oracle and Microsoft allow, and how to roll it out.
How to add AI agents to an ERP for quoting and order processing: the flow, who approves what, what SAP, Oracle and Microsoft allow, and how to roll it out.

Best Palantir alternatives for mid-market companies in 2026
Best Palantir alternatives for mid-market companies in 2026
Ten Palantir alternatives for companies of 100 to 2,000 people: what each one is, who it fits, what it publishes about price, and where it falls short.
Ten Palantir alternatives for companies of 100 to 2,000 people: what each one is, who it fits, what it publishes about price, and where it falls short.

Commercial diligence before IC: What converges in 30 days and what never will
Commercial diligence before IC: What converges in 30 days and what never will
Sponsor buyers set their own decision window at about a month, so the work that matters before IC is classifying the thesis variables rather than collecting more of them.
Sponsor buyers set their own decision window at about a month, so the work that matters before IC is classifying the thesis variables rather than collecting more of them.

From investment thesis to execution: The variables to re-measure after close
From investment thesis to execution: The variables to re-measure after close
2 operating variables carry 93 percent of the unlevered gain in the current-cycle attribution of buyout value creation, yet after close the scoreboard becomes adjusted EBITDA.
2 operating variables carry 93 percent of the unlevered gain in the current-cycle attribution of buyout value creation, yet after close the scoreboard becomes adjusted EBITDA.

Value creation fails on initiative 5, not initiative 1
Value creation fails on initiative 5, not initiative 1
Of 15 companies that listed out of private equity ownership, the 7 that publish a strategy list name 3 to 14 initiatives against 2 accountable seats.
Of 15 companies that listed out of private equity ownership, the 7 that publish a strategy list name 3 to 14 initiatives against 2 accountable seats.

From AI pilot to operating system: The pricing unit moves first
From AI pilot to operating system: The pricing unit moves first
Across 9 listed professional-services firms, 2 years of AI spending left output per person where it was, because nobody changed what a unit of work is priced on.
Across 9 listed professional-services firms, 2 years of AI spending left output per person where it was, because nobody changed what a unit of work is priced on.

Building a culture of privacy: The precondition for AI in banks
Building a culture of privacy: The precondition for AI in banks
Every external clock that would have forced banks to fix permissions has slipped, which leaves the capability itself as the only thing deciding who can deploy.
Every external clock that would have forced banks to fix permissions has slipped, which leaves the capability itself as the only thing deciding who can deploy.

Market size is the wrong question: Reachable demand reorders the field
Market size is the wrong question: Reachable demand reorders the field
We paired 8 IPO market-size claims with the revenue those companies actually reached, and ranking by the size of the prize got the order wrong 6 times out of 8.
We paired 8 IPO market-size claims with the revenue those companies actually reached, and ranking by the size of the prize got the order wrong 6 times out of 8.

Where AI creates operating leverage; and where it doesn’t
Where AI creates operating leverage; and where it doesn’t
The gains show up wherever knowledge work is repeated and structured, and the specific software a firm buys turns out to predict almost none of the result.
The gains show up wherever knowledge work is repeated and structured, and the specific software a firm buys turns out to predict almost none of the result.

In mid-market banks, AI readiness is a data-ownership question
In mid-market banks, AI readiness is a data-ownership question
The banks that will use AI well are the ones that can get a clean, owned copy of their own data out of a third-party core.
The banks that will use AI well are the ones that can get a clean, owned copy of their own data out of a third-party core.

