Technology, AI, and value creation insights for PE-backed companies.
Oct 20, 2026
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7 min read
Why the synergies that depend on product integration compete with the roadmap for the same engineers, and how to test the plan before it is approved.
Oct 13, 2026
6 min read
Why customer-specific AI work turns into a services business unless the product has a defined place to put it.
Oct 6, 2026
Why the usual incident investigation methods fail for AI features in software products, and what to record instead.
Sep 29, 2026
Why safe AI agent access often requires moving business rules out of the screen.
Sep 22, 2026
AI can cut the cost of writing code. Some estimates assume the rest of the program got cheaper too.
Sep 15, 2026
8 min read
The Revenue Substitution Score rates each revenue line on three dimensions the general ledger does not report, and the band it produces sets what the operating plan may assume about that line.
