Why operational infrastructure will determine AI success in asset management
Asset managers have spent the last two years exploring what AI can do. However, there is a more important challenge...
VC & PE
Can AI Spot a Market Regime Change Before Traditional Models Do?
One of the oldest sayings in trading is that “the trend is your friend.” The problem is that markets do...
The New Geography of Corporate R&D
For decades, Silicon Valley’s operating assumption was that the most important innovation happened near headquarters. Keep the best engineers close...
Revenue growth now drives 71% of PE value creation. Most mid-market portfolios aren’t built for it.
Private equity has historically run on a reliable hierarchy of value creation: buy well, optimise costs, expand margins, exit at...
Know What Your Company Is Worth Before Investors Tell You
Founders usually have a good handle on the numbers they use to run the company. They know what came in...