Why Nearshore Is Now a PE Value Creation Conversation, Not a Cost Conversation
How PE-backed engineering teams are using nearshore engineering in Costa Rica and Colombia to close the gap between where the product is and where it needs to be at exit. Something has shifted in the way PE operators talk about nearshore engineering. A few years ago, the conversation started and ended with cost. Now, when […]
AI in Private Equity: Why the Gap Between Expectation and Execution Is Where Value Is Won
Walk into almost any portfolio company leadership meeting today and you’ll find the same tension: AI in private equity has been written into the investment thesis, the velocity targets are set, and the expectation of 5x or 10x productivity gains is sitting on the table. The engineers know what the tools can actually do. And […]
Technical Debt in Private Equity: How Technology Risk Is Repricing Exits
Technical debt in private equity deals used to be a footnote. Picture the diligence process on a software business five years ago: the technical team would review the platform, flag legacy components, note the debt, and factor it into a risk section of the memo. Then the deal team would weigh the revenue, the customer […]
The New Value Creation Mandate: Why Private Equity Is Rebuilding Around Technology
The traditional private equity value creation model was built on a clear sequence: acquire a business with strong fundamentals, improve the margins, expand the multiple, exit. It was disciplined, repeatable, and, for a long time, reliably sufficient. The firms that executed it well didn’t need to reinvent anything. They needed to be better operators than […]
Executing AI in Private Equity: A Framework for Implementation
In Part 1 of this series about AI in Private Equity, I made the case for why operational alpha through AI has become a non-negotiable lever for PE firms facing multiple compression. In Part 2, I mapped the use cases that realistically deliver within your hold period. Now, in Part 3, I want to tackle […]
AI Value Creation in Private Equity: Use Cases That Fit Your Hold Period
For private equity firms focused on AI value creation, the question is no longer whether to act — it’s where to deploy capital for maximum impact within the hold period. You’ve made the case internally that AI matters. The investment committee is on board. Now comes the harder question: where exactly do you deploy it? […]
How Private Equity Firms Are Actually Using AI to Drive Returns
Let’s be honest: the conversation around AI value creation in private equity has completely changed. A couple of years ago, investment committees were asking “Is this AI stuff worth paying attention to?” Now they’re asking a much tougher question: “Will this actually create value before we exit?” And they should be asking that. With multiple […]