Field notes from our engagements, essays on AI maturity and delivery discipline, and chapters from the published frameworks. Written by Himanshu Niranjani.
Almost every senior dealmaker at this year's Milken Global said the same thing: AI has turned exit modeling into a blindfolded dart throw. They are not wrong — and they are not done paying for it.
AI-Proofing the Portfolio · 7 minMay 19, 2026Every portfolio company in your fund is paying an invoice you have never seen — two to six million dollars a year, disguised as ordinary technology spend. Let's do the math.
AI-Proofing the Portfolio · 8 minMay 26, 2026You cannot fix the Hidden Year with a strategy memo. You fix it with infrastructure, sequence, and a self-funding mechanism the CFO will defend in front of the board. The playbook.
AI-Proofing the Portfolio · 8 minReal engagement learnings, not generic AI thought leadership. We publish when there's something worth saying — and stay quiet when there isn't.