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 >

How AI Will Reshape the Software Industry – Next 5 Years

A few months ago, Claude Code was launched (limited research preview) and then subsequently made generally available alongside Claude 4 a few weeks ago. I believe the AI coding breakthroughs will begin to transform enterprise software over the next 2-3 years. And when new stronger Claude Code versions will be… 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