PE Insights

Practical thinking on value creation, EBITDA optimization, and operating strategy for middle market portfolio companies.

Data Strategy

Build vs. Buy: Analytics Infrastructure for Portfolio Companies

Building an in-house analytics stack takes longer than it looks, and off-the-shelf tools rarely fit a middle market portfolio company. Here's a clearer way to make the call.

Portfolio Operations

Embedding a Data Team Into a Portfolio Company

Hiring a full-time data team is slow and expensive, and a mis-hire costs even more. Here's how operating partners deploy data and AI talent in days instead of months.

Deal Diligence

AI-Powered Due Diligence for Private Equity Deals

Manual diligence burns weeks and still misses risk hiding in the 80% of the data room nobody had time to read. Here's how AI changes what's possible before signing.

KPI Intelligence

5 KPIs Every PE Operating Partner Should Be Tracking in Real Time

Most portfolio companies track the wrong metrics — or track the right ones too slowly. By the time monthly reports land, the window to act has already closed. Here are the five KPIs that drive real operating decisions.

Value Creation

Why 100-Day Value Creation Plans Fail — and How Data Fixes Them

Every PE firm has a 100-day plan. Most of them are dead by day 45 — not because the strategy was wrong, but because there was no infrastructure to execute it. Here's what good looks like.

EBITDA Optimization

The Hidden EBITDA Leak in Middle Market Portfolio Companies

Most EBITDA leaks are subtle. They're a hundred small inefficiencies compounding quietly — vendor contract drift, manual reporting overhead, pricing inconsistency. Here's how to find them before exit.