Portfolio

The 13-Week Cash Flow: The Report I Wish I'd Had

Most founder-led businesses carry a chronic cash anxiety nobody talks about. The 13-week cash flow forecast is the cure they do not realize they need, and the report I most wish I had had as a CEO.

The Reporting That Comes After the Deal: Why It Helps You More Than It Helps Us

Most founders see the post-close reporting build as a compliance tax. The opposite is true: it is the operating system you would have built years ago, and it benefits management more than anyone else.

Operational Value Creation: The First 100 Days

The first 100 days post-closing are critical for setting the tone and direction of the company. Here's how we approach them.

The Role of AI in Portfolio Companies

We use AI across every phase of our work — from deal sourcing to portfolio operations. Here is how we help the companies we own put AI to work.

Building Management Teams That Scale

Talent is the highest-leverage bet in private equity. How we identify gaps, recruit, and retain leaders who drive returns.