Perspectives on portfolio intelligence, value creation, and AI-powered investment management.
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...
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How to transform portfolio company board meetings from backward-looking status updates into forward-looking strategic sessions that actually drive value creation
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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...
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Everything PE firms need to know about portfolio monitoring in 2025: from real-time visibility and AI-native platforms to implementation strategies. The definitive resource for portfolio...
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How private equity firms are shifting from reviewing what went wrong two months ago to seeing portfolio performance in real-time. Learn how PE ops teams...
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A detailed comparison of manual and automated portfolio monitoring for private equity. See the real costs, time investment, and outcomes of each approach with data...
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A comprehensive framework for using data to drive value creation in PE portfolio companies. Learn the metrics, processes, and tools that top-performing funds use to...
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Understanding the critical difference between AI-native and AI-enabled portfolio monitoring platforms. Learn why architecture matters for PE firms evaluating technology solutions.
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The shift from quarterly board packs to real-time portfolio visibility is transforming PE. Learn why timing matters more than most firms realize and how to...
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How PE firms gain visibility across buy-and-build platform companies with multiple acquisitions, different systems, and fragmented data.
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