The weekly brief for PE operators who know the data is the deal.

Latest

14
May
If an apple falls on AI, it will not discover gravity

If an apple falls on AI, it will not discover gravity

Hey there! It has been a few weeks since I wrote - I've been super busy with client
6 min read
29
Apr
The strong number two is the diligence criterion most PE deals miss

The strong number two is the diligence criterion most PE deals miss

Hello all, Delayed release this week, thanks to my attendance at ACG DealMax in Las Vegas. As well as all
7 min read
21
Apr
If the revenue engine is messy, AI scales the confusion

If the revenue engine is messy, AI scales the confusion

Hello there! It seems fashionable at the moment to be an AI futurist on a podcast. Almost any version of
6 min read
14
Apr
“I refuse to call us an AI company.” The Falfurrias line every PE-backed CEO should steal

“I refuse to call us an AI company.” The Falfurrias line every PE-backed CEO should steal

Hello there! The warm weather is here in the mid-Atlantic, another signal of how fast the year is going by.
6 min read
08
Apr
A PE firm pointed Claude at a shared drive. What happened next changes the math.

A PE firm pointed Claude at a shared drive. What happened next changes the math.

Hey there! Fully back into it this week after having some fun with the kids over spring break. Checked off
5 min read
31
Mar
95% of funds say AI is working- the other 5% are being honest

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

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)

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

$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

Investors aren't getting paid

Hey everyone - Graeme here! Welcome to this week's 'Inside The Data Room!' The months keep
4 min read