Governance · 14 min read
The fifteen questions an audit committee should ask about AI.
A director's checklist — inventory, accountable owner, EU AI Act exposure, vendor data terms, incident response, bias regime, model lifecycle. Written in the language the board already speaks.
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Value Creation · 18 min read
Why 80% of enterprise AI value still stops at retrieval — and why that is good news for a mid-market sponsor.
The prompt → retrieve → fine-tune → train ladder, read from the P&L rather than the paper. Where the moat is, where the vendor risk is, and what a sponsor should underwrite at this valuation.
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Leadership · 11 min read
The talent pyramid is the transformation — not the toolchain.
In professional services and in service-heavy portfolio companies, AI collapses the bottom of the pyramid. The firms that win will rebuild the learning model deliberately. A note to CEOs and sponsors who still staff the old way.
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