Operator memos
Value creation, diligence and go-to-market
Essays and playbooks on value creation, diligence, revenue systems and the operating work behind a hold.
-
Open Source Software Composition Due Diligence Is a Line Item in Your Value Creation Plan
If you are in confirmatory diligence on a software or software-enabled target and the seller’s tech deck says nothing about the third-party code inside the product,…
-
Fractional CMO vs an embedded team for a portfolio company: what you are buying
Fractional CMO vs an Embedded Team for a Portfolio Company: What You Are Actually Buying Verdict: A fractional CMO gives you 8 hours a week of…
-
Technology Due Diligence Firms for Private Equity: What a Partner Gets for $15K in Five Days
A deal partner at a $500M mid-market PE firm spent three weeks on reference calls for a SaaS acquisition, heard five versions of “scalable architecture,” signed…
-
Transaction Advisory Technology in Private Equity Comes Down to Four Decisions a Deal Partner Owns
You are three weeks from an LOI on a founder-led software business, and the technology section of your advisory scope reads like a compliance checklist. Cloud…
-
AI Ops Hive: An Agentic Operating System for Mid-Market and PE
What an agentic operating system answers inside a mid-market or PE-backed company today: margin leaks, delivery risk, diligence questions and vendor exposure, read from the systems…
-
An Exit Readiness Assessment Private Equity Deal Partners Can Underwrite
The moment an exit readiness assessment matters is not when the sell-side bankers arrive. It is eighteen to twenty-four months earlier, when the fund starts modeling…
-
Sell-Side Technical Due Diligence Is a Seller’s Job, Done Before the Buyer Shows Up
By the time a buyer’s diligence team opens your codebase, the price range is mostly set. If you are the deal partner or operating partner running…
-
Deal-Driven IT Strategy in Private Equity Starts With Four Decisions
If you are sitting between an LOI and a confirmatory close, the technology work in front of you is a set of decisions that change the…