Industry
Financial services
Use cases, playbooks, and releases for financial services teams.
The Long Lake playbook
A three-year-old AI holding company just closed a 6.3 billion dollar take-private of Amex GBT. How the model works, what it claims, what is still unproven, and what private equity should take from it.
Building an AI roll-up platform
Private equity invented buy-and-build. The AI roll-up is being built mostly outside it. How a private equity firm can run the model, from choosing the vertical to the platform, the people and the exit.
The credit manager's AI playbook
Where AI earns its place across a credit manager, from origination and monitoring to CLO operations and the wealth channel, and what has to be true first.
The private equity AI playbook
What a fund should actually do with AI at each stage of an investment, from diligence through exit, and how to build AI EBITDA that survives the next buyer's diligence.
Beyond cost: AI as a revenue engine
Most portfolio AI plans are cost plans. The larger and more durable opportunity is revenue: capacity that turns into growth, new AI products and services, and new ways to price.
AI across a portfolio, sector by sector
The same technology lands differently in software, services, healthcare, defense, industrials and home services: different work, different constraints, and a different share of the gain the company keeps.
Scaling AI across a portfolio
Most portfolio AI programs can make one company work. Few make the tenth company cheaper than the first. What to share across a portfolio, what each company must keep, and who runs it after the builders leave.
Choosing an AI partner for your portfolio
Lab-owned deployment firms, consultancies, integrators, platform partners or building it yourself. Four questions that separate them, and why model choice matters over a seven-year hold.
Closing the books with agents
Where agents take work off the close calendar, where people stay in the loop, and what the audit trail has to capture.
Sovereign AI: the operating playbook
Sovereignty is a capability, not a location. Five rights, a ladder of infrastructure routes, and four proofs to run before production.