Strategy
Corporate & Growth Strategy
Choose where and how to grow.
Market Assessment
Size markets and test demand.
Market Entry
Plan entry with evidence, not instinct.
Diligence
Commercial Due Diligence
Test the commercial case before investment.
Vendor Due Diligence
Build a defensible sell-side narrative.
Applied AI
Forward Deployed Engineering
Embed engineers to build working systems.
AI Opportunity Assessment
Find where AI creates real leverage.
AI Adoption & Enablement
Move AI from pilot to practice.

Forward Deployed Engineering
Engineers embedded in the hardest operating problems in private capital and complex enterprises, turning each deployment into reusable intelligence.

What commercial diligence should answer before IC
Commercial diligence should not be a research exercise. It should clarify which parts of the commercial thesis hold, which remain uncertain, and which could change the investment decision.
Strategy
Corporate & Growth Strategy
Choose where and how to grow.
Market Assessment
Size markets and test demand.
Market Entry
Plan entry with evidence, not instinct.
Diligence
Commercial Due Diligence
Test the commercial case before investment.
Vendor Due Diligence
Build a defensible sell-side narrative.
Applied AI
Forward Deployed Engineering
Embed engineers to build working systems.
AI Opportunity Assessment
Find where AI creates real leverage.
AI Adoption & Enablement
Move AI from pilot to practice.

Forward Deployed Engineering
Engineers embedded in the hardest operating problems in private capital and complex enterprises, turning each deployment into reusable intelligence.

What commercial diligence should answer before IC
Commercial diligence should not be a research exercise. It should clarify which parts of the commercial thesis hold, which remain uncertain, and which could change the investment decision.
Insights
Insights
Insights

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
Eight Palantir alternatives for companies of 100 to 2,000 people and PE portfolios: what each one is, who it fits, what it publishes about price, and where it falls short.
Eight Palantir alternatives for companies of 100 to 2,000 people and PE portfolios: 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.

From investment thesis to execution: The variables to re-measure after close
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
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
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.

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

Security by design: Test how a target decides, not what it certifies
Security by design: Test how a target decides, not what it certifies
Of the 1,671 annual reports that name a framework or a certificate this season, 1,240 never name a single security design decision.
Of the 1,671 annual reports that name a framework or a certificate this season, 1,240 never name a single security design decision.

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.

Dry powder against deal count: Why diligence windows keep shrinking
Dry powder against deal count: Why diligence windows keep shrinking
A record queue of uncalled buyout capital now sets the clock on every deal, so diligence must decide up front which questions it can answer inside a shrinking window.
A record queue of uncalled buyout capital now sets the clock on every deal, so diligence must decide up front which questions it can answer inside a shrinking window.
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