Insights
Analysis and frameworks for building competitive advantages through proprietary intelligence, systematic excellence, and first-principles thinking in private equity.
Featured Analysis
Holiday Series
Part 1
Part 1
Framework•VMS Series
Unwrapping the Black Box: The Physics of VMS
We reveal the five fundamental "Dimensions" that govern the physics of a VMS business: Data, Workflow, Ecosystem, Architecture, and Resources.
10 min
Aug 15, 2025
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Trending
Strategy•Case Study
The Capability Degradation Cycle
An in-depth analysis of the self-reinforcing loop that transforms cutting-edge technology investments into expensive bureaucracy, and how first-principles design breaks this cycle.
Trending
Platform•Technical Deep Dive
Prophet Intelligence Platform: Proprietary AI Architecture
How our AI-powered intelligence platform transforms commodity data sources into competitive advantages through 294+ data...