Insights

Portfolio Company Data Integration Readiness Assessment

Predictive Analytics in Private Equity: A Practical Guide

How to use predictive analytics to anticipate portfolio performance, identify risks early, and make better decisions.

How AI is Transforming Private Equity Operations

What's real, what's hype, and where PE firms should focus their AI investments today.

Transitioning from Spreadsheets to Portfolio Monitoring Software

A practical guide to planning, executing, and succeeding with your portfolio monitoring transformation.

Operational Efficiency Metrics That Drive EBITDA

The KPIs that reveal where margin improvement lives and how to track them across your portfolio.

Identifying Value Creation Opportunities with Data

How PE firms use cross-functional portfolio data to systematically identify, prioritize, and validate value creation opportunities.

The 100-Day Value Creation Plan for New Acquisitions

A comprehensive framework for the critical first 100 days after acquisition - establishing visibility, identifying quick wins, and building the foundation for long-term value creation.

Revenue Operations for PE Portfolio Companies

How to implement RevOps across your portfolio to accelerate growth, improve forecast accuracy, and create measurable value.

How to Choose Portfolio Monitoring Software in 2025

A comprehensive buyer's guide to evaluating portfolio monitoring platforms, understanding the landscape, and selecting the right solution for your firm.

A Practical Guide to Portfolio Company Data Integration

How to integrate data from portfolio companies running different systems without requiring them to change. A comprehensive guide to system-agnostic integration, API connections, and data...

PE Board Meetings: From Retrospective to Strategic

How to transform portfolio company board meetings from backward-looking status updates into forward-looking strategic sessions that actually drive value creation

A Techno-Optimist Challenge to Private Equity

Why is the value creation playbook still spreadsheets, old data, "let's wait and see" and 100-day plans? Why are operating partners still reading static decks...