Latest
31
Mar
95% of funds say AI is working- the other 5% are being honest
Hey there!
I recorded a new episode of PE Data Guy this week with Ryan Krook, who has one of
4 min read
24
Mar
Too long to sprint, too short to coast
Hey there!
I just finished an eight-week challenge to reduce my one-mile treadmill time. It's a fascinating distance
5 min read
17
Mar
The $2.8M data room mistake (and a game where you can make it yourself)
Hey there!
The weather really can't make up its mind this week. We had a day of snow
4 min read
10
Mar
$80M in Working Capital Was Hiding in Plain Sight
Hello all,
It's been another busy week here at Crawford McMillan HQ as strong signs of spring begin
4 min read
03
Mar
Investors aren't getting paid
Hey everyone - Graeme here!
Welcome to this week's 'Inside The Data Room!'
The months keep
4 min read
24
Feb
PE Is 20 Years Behind. Now What?
Hello dear readers,
Welcome to the second edition of the new (3-2-1) format with a new name - Inside The
3 min read
16
Feb
Lessons From Nvidia's $57B "Disappointment"
It's been nice to be home and do a lot of leaf collection last weekend. The fierce winds
3 min read
16
Feb
PE exits are back. Except for you.
I'm back in the newsletter hot seat after a hectic but fun holiday season, visiting family back in
6 min read
16
Feb
What breaks when a buyer opens your data room
January is a busy birthday month in my house, with both my children, me, and the dog all celebrating another
3 min read
16
Feb
Data Governance = EBITDA multiple expansion
We're in the 'ice age' time of year with 10+ inches of snow forecast to fall
4 min read