Your Portfolio Companies Have an Engineering Problem. AI Is Making It Worse.

Every operating partner I talk to has the same slide somewhere in their deck: “AI-Driven Value Creation.” It’s usually around slide 14, sandwiched between procurement optimization and management team upgrades. It looks great. Specific use cases. Projected EBITDA impact. A timeline that conveniently maps to the hold period. Then I ask a simple question: who’s […]
Is Your GCC Stuck in Your Head – or Just Stuck as a Cost Center?

You’re thinking about a Global Capability Center (GCC) but are overwhelmed by the prospect of setting it up. Or perhaps you’ve already invested in an offshore team, but it feels like a functional delivery center—not the high-impact engine for innovation you envisioned. This is a common challenge. Many companies find their GCCs plateau, stuck in […]