The weekly briefing for PE-backed and mid-market operators

Value creation, go-to-market and the deals behind them, read by 29,000+ operators and investors every week.

Authored by

Mario Peshev, Digital Value Creation Advisor

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Past Editions

Sequoia counts $6 of services spend for every $1 of software

Nov 11, 2026

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8 min read

Sequoia counts $6 of services spend for every $1 of software

PE has bought into the services side since 2021 + what autopilots, the All-In forecasts and the hiring data mean for the holds

83% of PE tech operating partners report AI agents live in portfolio finance

Nov 4, 2026

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9 min read

83% of PE tech operating partners report AI agents live in portfolio finance

Covenant monitoring leads with 58% + how many hours the agents save comes down to what the CFO still has a person review

The first 90 days of an add-on decide whether the platform ever integrates

Oct 28, 2026

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8 min read

The first 90 days of an add-on decide whether the platform ever integrates

Integration teams that miss the early window spend the rest of the hold running parallel systems nobody owns

41% of PE firms cannot substantiate their equity story because portfolio KPIs do not map to reported EBITDA

Oct 21, 2026

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7 min read

41% of PE firms cannot substantiate their equity story because portfolio KPIs do not map to reported EBITDA

The value creation plan exists. The initiatives are running. The board deck shows green. But the auditor cannot tie any of it to the P&L.

RevOps teams are redesigning workflows before adding another AI tool

Oct 16, 2026

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6 min read

RevOps teams are redesigning workflows before adding another AI tool

96% of revenue leaders expect their teams to use AI this year, and most bought tools that record and summarise while the manual process underneath stayed exactly where it was

Mario Peshev

The AI operating partner is now a staffed seat inside PE firms

Oct 7, 2026

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7 min read

The AI operating partner is now a staffed seat inside PE firms

Firms are hiring a role that did not exist 2 years ago because the existing operating bench cannot absorb the AI workload, and the hire fails without the relationships a traditional operating partner spent years building

Mario Peshev

LA CorpGov: 9 takeaways across several industries

Sep 30, 2026

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10 min read

LA CorpGov: 9 takeaways across several industries

What sports, media and capital markets investors said about boards, books and AI at The Huntington

Mario Peshev

Acquirers that track synergies from day 1 reach 92% success rates

Sep 23, 2026

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6 min read

Acquirers that track synergies from day 1 reach 92% success rates

Post-merger integration plans measure workstream completion while the value case goes unmeasured, and the gap arrives as EBITDA that was underwritten and never collected

Mario Peshev

10 PE takeaways from SuperReturn US West

Sep 16, 2026

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9 min read

10 PE takeaways from SuperReturn US West

What capital allocators and PE leaders discussed this week that shapes 2026-2030

Mario Peshev

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The weekly briefing for PE-backed and mid-market operators

Past Editions

Sequoia counts $6 of services spend for every $1 of software

83% of PE tech operating partners report AI agents live in portfolio finance

The first 90 days of an add-on decide whether the platform ever integrates

41% of PE firms cannot substantiate their equity story because portfolio KPIs do not map to reported EBITDA

RevOps teams are redesigning workflows before adding another AI tool

The AI operating partner is now a staffed seat inside PE firms

LA CorpGov: 9 takeaways across several industries

Acquirers that track synergies from day 1 reach 92% success rates

10 PE takeaways from SuperReturn US West

Growth Shuttle Insider

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