Memos
Briefings on PE-backed healthcare execution. Written for operators and investors.
POINT OF VIEW · 8 MIN READ
Value Creation Isn’t an Exit Problem
Why real value built over the hold gets marked down at exit, and how to make it legible before the data room.
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POINT OF VIEW · 10 MIN READ
Value Creation Isn’t a Budget Problem
Why the team you can afford still won’t fit a moving portfolio, and how to decide what to carry and what to borrow.
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POINT OF VIEW · 10 MIN READ
Value Creation Isn’t a Talent Problem
Why the value creation hire is necessary but not sufficient, and what has to be true around it.
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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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