Portco Brief

Technology, AI, and value creation insights for PE-backed companies.

Two Portfolio Companies Cut to Five-Person Engineering Teams. Only One Keeps the Savings.

Aug 4, 2026

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9 min read

Two Portfolio Companies Cut to Five-Person Engineering Teams. Only One Keeps the Savings.

The Replacement Clock: how long a new engineer needs to safely change your critical systems and why that number, not headcount, decides what survives diligence

Sujit Maharana

The Modernization That Finishes After the Sale

Jul 28, 2026

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7 min read

The Modernization That Finishes After the Sale

The Remaining Hold Test

Sujit Maharana

Jul 21, 2026

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4 min read

The Revocation Test

The identities your portfolio company never counted, and the risk a buyer prices at exit

Sujit Maharana

Jul 14, 2026

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5 min read

Your AI Bill Is Hiding Your Least Profitable Customers

The One-Bill Test for AI-enabled software: can cost, outcome, and contract reconcile at the customer level?

Sujit Maharana

The AI Coding Agent Productivity Number Nobody's Selling You

Jul 7, 2026

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5 min read

The AI Coding Agent Productivity Number Nobody's Selling You

The Coding Agent Reality Gap

Sujit Maharana

The $18 Trillion Number That Should Reframe How PE Firms Think About AI Spend

Jun 30, 2026

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5 min read

The $18 Trillion Number That Should Reframe How PE Firms Think About AI Spend

A boardroom briefing on the four enterprise debts determining which AI investments create EBITDA and which destroy it.

Sujit Maharana