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Platform Strategy Metrics: Why Digital Ecosystems Are Entering Their Post-Scale Era
Platform strategy metrics like DAU and GMV became unreliable predictors of sustainable value after 2020. New frameworks focus on ecosystem depth over scale.
Nov 25, 20254 min read
Operational Alpha in Private Equity
Private equity's era of easy returns from cheap debt is over. Top-quartile firms now distinguish themselves through systematic operational improvements.
Sep 13, 20259 min read
LP Due Diligence Post-ZIRP: What Changed and What It Reveals About Value Creation Infrastructure
Post-ZIRP LP due diligence pivots from financial metrics to operational value creation, exposing structural gaps in PE portfolio management infrastructure.
Sep 13, 20256 min read
The PE Rollup Collapse: Why Most Buy-and-Build Strategies Fail
70% of PE rollups fail to achieve projected synergies. More than two-thirds of rollups fail to capture the cost savings, cross-selling revenue, or operational efficiencies promised in the original Investment Committee memo.
Aug 29, 20255 min read
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