PartnersBlog
“Where are you seeing this work?”
A small number of pieces each year, each one drawn from an engagement. We write when what we observed taught us something we did not know before, and we publish what we learned.
Every piece opens with the view we hear most often, in the words our clients use, and then sets out what the work showed instead.
How a private equity operating partner should roll out AI across portfolio companies: shared rules first, then one measured process at a time.
The AI use cases that suit investor relations at a private equity firm, on your own LP documents, and who can set them up for your IR team.
How venture capital firms use AI for deal sourcing, from signal platforms to models reading decks, and how a small VC team starts on its own thesis.
How a private equity deal team uses Claude for financial due diligence: one project per deal, a cited first pass on the data room, and the team's checks.
The AI tools private equity firms buy, by layer, from each vendor's own pages, and when a New York PE firm needs outside help to get its people using them.
Where a CFO at a private equity, credit or hedge fund starts with Claude for Excel on LP reporting and reconciliations: setup, controls, the first workbook.
KPMG's Anthropic alliance aims its private equity work at portfolio companies. How a New York PE firm finds a smaller Claude partner for the fund itself.
Claude or ChatGPT for a private equity firm: documents, data controls, admin, Office add-ins and market data compared from each vendor’s own pages.
How a hedge fund should choose an AI consulting firm: the kinds of firm, what to ask, the red flags, and how to judge a forward deployed engineer.
What a Claude workshop for a private equity deal team covers on CIMs, IC memos and portfolio reports, how long it takes, who attends and how to judge one.
“Counsel has been through the debt documents.”
Liability management exercises are won and lost on a few words in the debt contracts. Most reviews read the main agreement closely and skim everything around it, which is where those words tend to be.
Tim Miner
The standard
Not an editorial policy for its own sake. It is why the archive is short, and why we can stand behind each piece in it.
It came from a room we were in
Nothing about the industry in general. If we were not sitting with the people it happened to, we have nothing to add that you could not read elsewhere.
The conventional view goes first
In its own words, not a version constructed to be easy to argue with. If we cannot state the other position in a sentence someone would actually say, we do not understand it yet.
We say what we used to think
Every piece exists because something we believed turned out to be wrong. The prior position stays in the piece. It is the evidence that the new one cost us something.
If your experience differs from what we have written, we would like to hear it.
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