Resources · Blog

AI in private markets, without the hype.

How agents actually work, why the data layer decides everything, and what genuinely changes deal work. Written for people doing the deals.

AI Strategy

AI Sovereignty for Deal Firms: Own the Context, Rent the Model

The models are becoming a commodity and every major AI player is converging on the layer that holds your firm's knowledge. Sovereignty is how you stay the owner of that layer rather than the terrain it gets fought over.

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AI Architecture

Connectors or Foundations: The Two Kinds of AI for Finance

Two architectures get sold under the same label. Telling them apart is the difference between a tool for the next twelve months and a platform you can actually build on.

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AI Strategy

Build vs Buy AI: Why Building Your Own Tools Is Usually a Trap

Every firm gets tempted to build its own AI tools after the first good result. Here is why that instinct is almost always wrong.

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Deal Sourcing

What AI Can't Automate in Dealmaking (And Why the Phone Is Back)

Everyone has the same sourcing databases now. The edge moved to the parts of dealmaking that don't scale.

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AI Strategy

The AI Model Doesn't Matter. Your Data Layer Does.

Firms keep switching AI models looking for an edge. The edge was never in the model.

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AI Agents

How AI Agents Actually Work: APIs, MCP, and the New Deal Stack

APIs, MCP, and the vocabulary behind AI agents, explained for the people doing deals rather than building the software.

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Governance

AI Data Lineage: Why Showing Your Workings Is the Governance That Matters

As every firm gets access to the same models, the edge shifts to proprietary data, and using that data well means being able to trace, audit, and explain everything the model did with it.

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AI Strategy

AI Orchestration: The Operating Model Replacing the Software Stack

One interface directing structured data and agents that act on it, replacing the old habit of logging into five different platforms to get one thing done.

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Data Foundations

Why AI Needs a System of Record, Not Just File Storage

Connecting AI to your file storage doesn't solve version control. It just automates the guessing.

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