Helping PE-backed companies protect, create, realize value through technology, AI & cybersecurity.
Oct 13, 2026
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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
7 min read
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.
Sep 8, 2026
Running the same agent on the same task can consume up to thirty times more tokens on one run than another. The Authorship Split separates the spending somebody inside the company decided from the spending nobody there did, because only one of the two can be approved.
Sep 1, 2026
5 min read
The Repricing Gap shows which contracts lose margin before the company can act.
Aug 25, 2026
AI investment serves three different economic objectives. Boards should see the allocation across all three.
Aug 18, 2026
The Attribution Tree sorts every AI line in the FY27 plan into one of five verdicts: park, instrument, prove, stop, or scale.
Aug 11, 2026
AI agents are breaking the link between seats and value. The METER Test shows whether your portfolio company can change what it charges for.
Aug 4, 2026
9 min read
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
Jul 28, 2026
The Remaining Hold Test
Jul 21, 2026
4 min read
The identities your portfolio company never counted, and the risk a buyer prices at exit
Jul 14, 2026
The One-Bill Test for AI-enabled software: can cost, outcome, and contract reconcile at the customer level?
Jul 7, 2026
The Coding Agent Reality Gap
Jun 30, 2026
A boardroom briefing on the four enterprise debts determining which AI investments create EBITDA and which destroy it.
