Case Study: Building a Full-Stack AI-Powered Sponsorship CRM at 35,000 Feet - on an iPhone
Built a full AI-powered sponsorship CRM from an iPhone over airplane WiFi using Claude Code and Ollama on a VPS via SSH.
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Perspectives on technology leadership, digital transformation, and strategic advisory.
One Year, One Book, and a Whole Lot of Private Capital: The Holistic Edge Is Finally Published
The Holistic Edge: A Private Capital Guide for Founders and Their Professional Advisors is officially published.
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Why Your AI Strategy Can't Be an Afterthought: A Wake-Up Call for Professional Services
Most firms adopt AI without vetting security or compliance. CPAs, attorneys, healthcare providers & financial advisors face unique regulatory risks. Vet vendors thoroughly, prioritize governance, get expert help if needed.
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The Hidden Cost of Staying the Same in Your Practice
Most practitioners don't struggle with knowledge—they struggle with time, systems, and structure. The real cost in your practice isn't payroll or rent. It's inefficiency. And you don't feel these losses all at once.
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Setting Up HIPAA-Compliant ChatGPT on Azure: A Simple Guide
HIPAA-compliant ChatGPT setup guide for healthcare pros. Non-technical, step-by-step instructions to protect patient data legally.
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The Technical Arbitrage Thesis: Systematic Alpha Generation Through Infrastructure Due Diligence
Private equity technical arbitrage: How smart funds turn IT debt into 10x+ MOIC through systematic infrastructure value creation.
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Unlocking Alpha Through AI: Strategic Implementation Pathways for Private Equity Value Creation
AI is transforming private equity from theory to execution. This article explores strategic pathways—like digital twins and top-down implementation—that drive measurable value, reduce risk, and position early adopters for outsized returns.
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How to Streamline Tech Diligence for Sub-$25M Acquisitions
In today's hypercompetitive lower middle market, tech due diligence is no longer optional—it's the last major lever for alpha. As traditional levers like multiple arbitrage fade, firms that institutionalize tech DD unlock hidden value, compress timelines, and gain execution velocity in sub-$25M deals.
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Modern Deal Origination: Leveraging AI and Data for Proprietary Deal Flow
AI is reshaping private equity deal origination, enabling early adopters to uncover proprietary opportunities, boost efficiency, and outcompete peers. With only 20% of firms operationalizing AI, a closing window exists to gain advantage. Success demands smart implementation, strong data infrastructure, and AI-literate teams. The time to act is now.
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