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A lot of PE firms already raised their last fund.
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Excel and PowerPoint have had an absurdly good run in private equity.
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Everyone says they want to be “data driven”.
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Private equity’s old playbook did not break. It expired.
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“The trick is not minding that it hurts.”
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In home services, the call center prints or burns money. Everything else is commentary.
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Most Value Creation Plans are just lists of hopes with formatting.
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Most “strategy” is just avoiding the awkward conversation about distribution.
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Every PE portfolio company is now expected to have an AI strategy.
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Most companies are not doing AI. They are buying AI.
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