Resources
Playbooks
Step-by-step guides for rolling out governed AI.
The AI-native finance team
What a finance department looks like when agents do the routine work: which workflows they handle today, how they connect to the ledger, how the team changes shape, and how to start.
How to measure applied AI
A model's benchmark score says little about how it will do on your work. A practical playbook for measuring AI inside an enterprise: real cases, outcome metrics, repeated runs, one scorecard and a loop that keeps measuring after launch.
The Bending Spoons playbook
Bending Spoons runs more than 50 acquired software businesses on one shared platform with a core team of about 600. What the platform contains, why AI changed its economics, and how any roll-up or private equity firm can build its own.
One view of the business
Private equity owners and management teams often see the same company differently. A playbook for the systems that close the gap, with less reporting work for both sides.
The AI campaign playbook
In 2026 campaigns used AI to draft. In 2028 the first campaigns will run on it. A department-by-department guide to the operation behind a modern campaign.
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.
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.
Where AI helps across a university
A guide to the work AI genuinely helps with today, area by area, from admissions and advising through research administration and accreditation, and what has to be true for it to help.
Getting the CISO to yes
The five questions security will ask about an AI agent, the four proofs that answer them, and a rollout security can approve.