Practical writing on getting data and AI into production, from the senior practitioners doing the work. No hype, no boilerplate.

Data & AI Strategy
Every portco engagement starts the same way. The CEO walks us through the data story. There is a business inte…

Data & AI Strategy
The pitch for agentic data pipelines sounds obvious. It breaks in production in predictable ways. Here are the…

Jun 2026
Between 20 and 40 percent of portfolio company cloud spend is waste. Here is where the leaks hide across Datab…

Jun 2026
AI does not stall in portfolio companies because the models are immature. It stalls because the data underneat…

Jun 2026
The conversation I have most often with operating partners starts the same way. The portfolio company has a ca…

Jun 2026
Data infrastructure due diligence is the blind spot costing mid-market PE firms 20–40% in avoidable cloud and…
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