// Dec 18, 2025
GenAI's Finance 'Hangover' is the Greatest Opportunity of the Decade
If you are still talking about "GenAI revolutionizing finance," you are stuck in 2023's hype cycle. The thesis has pivoted.
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Notes from the instrument room.
Decisions, frameworks, and what we learn from every transaction we touch. Signed by the operator who wrote them.
// Dec 10, 2024
Streamlining Portfolio Management with AI: A Guide for PE Firms
In private equity, effective portfolio management is crucial to maximizing returns and ensuring long-term success. Traditional methods—relying on spreadsheets, ...
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