Memos
Briefings on PE-backed healthcare execution. Written for operators and investors.
POINT OF VIEW · 10 MIN READ
Value Creation Isn’t an Execution Problem
Why value creation plans stall without anything going wrong, and what has to be built before a platform can execute one.
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FIELD NOTE · 10 MIN READ
Six Principles for AI in PE Portfolios
What senior operating partners are learning about AI deployment in PE portfolios.
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