Resources
Playbooks
Step-by-step guides for rolling out governed AI.
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.