“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.
A PE firm pointed Claude at a shared drive. What happened next changes the math.
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Fully back into it this week after having some fun with the kids over spring break. Checked off
95% of funds say AI is working- the other 5% are being honest
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I recorded a new episode of PE Data Guy this week with Ryan Krook, who has one of
Too long to sprint, too short to coast
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I just finished an eight-week challenge to reduce my one-mile treadmill time. It's a fascinating distance
The $2.8M data room mistake (and a game where you can make it yourself)
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The weather really can't make up its mind this week. We had a day of snow
$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
Investors aren't getting paid
Hey everyone - Graeme here!
Welcome to this week's 'Inside The Data Room!'
The months keep
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
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
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
