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Seat-Based Pricing Is Becoming SaaS’s Biggest Competitive Weakness
Seat-based pricing (per-user) is one of the worst ways to run a SaaS business, but this one is next-level. Software as a Service will not “disappear”…
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Why Most 100-Day Value Creation Plans Never Get Executed
Many PE firms now send portfolio companies a 100-day value creation plan. Two-thirds of those plans sit unexecuted 18 months later. I was pulled into three…
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The Execution Gap in Private Equity: Why Embedded Technical Teams Outperform Traditional Consulting
PE firms spent $87B on portfolio-company technology and operational upgrades in 2023. Most of it went to consultants who left after 90-120 days. And what next?…
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The CMO Comeback: How PE and AI Are Rewriting Marketing Power
I’ve worked closely with CMOs for over 15 years and I’ve seen the rise and fall of great CMOs in different stages of the digital evolution.…
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Growth Strategies Fail When Process Architecture Stays the Same
Portfolio companies inherit processes built for different scale, different markets, different timelines. The prior owner optimized for what worked then. The new ownership plan assumes what…
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When Paris Hilton Starts Coding, the Market Has Already Changed
Paris Hilton vibe coding an app “live” on her channel at the Google HQ with the Android team. This is the last person in the world…
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Staying Close to the Ground: Why Real Operators See Market Shifts First
Working with PE partners and operators, I’m asked about anything from operations to GTM to delivery to the state of vibe coding to the job market,…
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Data Silos Don’t Create Risk-Missing Context Does
Data silos are absolutely common across millions of org because nobody knows what data is getting gathered (or how to put it to good use). We’re…
