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Insights

Perspectives from the operator's seat.

On technology diligence, post-acquisition value, and the cost discipline that keeps a thesis on track. Written for investors and operators.

For investors

The risks that surface after the deal closes

Most technology diligence confirms what a target has. The expensive risks live in how it runs. Where post-deal surprises actually come from.

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For investors

AI in due diligence: a lens, not a workstream

Bolt-on AI reviews miss where AI risk actually lives. The case for assessing AI inside every domain of diligence.

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For operators

Why your cloud bill grows faster than revenue

Cloud spend that outpaces growth is rarely one big mistake. It is a hundred small defaults nobody owns.

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