Perspectives
How we think about AI in a portfolio.
Where AI moves the numbers, where it waits, and why the decision is one, not eight.
Our ThesisA Synthesis of Our Beliefs
One Fund-Level Decision, Made Before Launch: The Whole Thesis on AI in a Portfolio
The four arguments in these pages are one system. This piece walks it end to end.
Our PhilosophyHow We Approach Transformation Through Technology
Start With the Business, Not the Model
The useful question is not where to use AI, but where the business could get meaningfully better.
One Fund-Level Decision, Made Before Launch: The Whole Thesis on AI in a Portfolio
The four arguments in these pages are one system. This piece walks it end to end.
Our PhilosophyHow We Approach Transformation Through Technology
Start With the Business, Not the Model
The useful question is not where to use AI, but where the business could get meaningfully better.
Cornerstone ArgumentsAI in Lower Middle Market PE & the Companies They Sponsor
No. 01The AI Operating Partner Your Fund Cannot Hire, and What to Do InsteadThe seat works as advisory: senior, individual, retained for the fraction you need.
No. 02The Two 95s: Two Ends of the Same FunnelThe difference is placement, not technology.
No. 03The Satisfaction Gap: Why Sponsors and Their Companies Disagree About the Same AI Results, and Why Both Sides LoseAn independent read protects both sides of the table.
No. 04One Win, Run Again: Why AI Compounds in a PortfolioThe portfolio is what makes AI compound.
No. 02The Two 95s: Two Ends of the Same FunnelThe difference is placement, not technology.
No. 03The Satisfaction Gap: Why Sponsors and Their Companies Disagree About the Same AI Results, and Why Both Sides LoseAn independent read protects both sides of the table.
No. 04One Win, Run Again: Why AI Compounds in a PortfolioThe portfolio is what makes AI compound.
Thirty minutes tells us both whether a baseline fits your fund. If it doesn’t, we’ll say so.
Book the 30-minute framing call