June 2025 - PE Alpha

How AI Will Reshape Tech-Enabled Business Services

In the next 2-5 years, AI will materially change how tech-enabled business services are delivered, priced, and scaled. The category will not disappear, but value will shift away from labor and toward firms that own processes, accountability, and trust. What Changes Labor cost will decline for routine work Delivery shifts… Read More >

AI Will Reshape the Software Industry

Claude Code was launched (limited research preview) this February and then subsequently made generally available alongside Claude 4 a few weeks ago. The AI coding breakthroughs will transform enterprise software over the next 2 years. And when the next stronger version is released in the next 1-2 years, it will… Read More >

I work in Middle Market Tech PE. My career began as an Investment Banking Analyst at Merrill Lynch in New York, followed by an Investment Associate role at NeoCarta, a tech-focused investment firm. Drawing on my dual background in investing and as a C-Level executive, I focus on building a community, connecting with like-minded industry peers and sharing strategies & best practices for growing PE-backed companies capital-efficiently, helping portfolio companies unlock value, helping our PE firm gain an edge, while maximizing equity value in our portfolio (with the north star of generating alpha & superior risk-adjusted returns for our LPs).

About Me