// Insights
AI consulting field notes for private markets.
Practical notes on AI adoption, implementation, use-case discovery, training and governance. Explore the articles below or watch a walkthrough.
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27 Sep 2026What an AI Operating Partner Actually Does Inside a Family OfficeHow an AI operating partner helps a family office centralise data, support investment work and improve reporting, with a practical workflow and 90-day plan.Family Office AI→
09 Oct 2026
Thoughts: Full ChatGPT and Codex resets shouldn’t postpone your weekly reset
A passing thought on what should happen to your normal weekly reset date when you activate a full reset.
Thoughts
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30 Sep 2026
AI is starting to overplan and underdeliver
Why bigger context windows and long agentic processes can delay simple outputs - and how to match research depth to the real decision.
AI Implementation
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10 Sep 2026
AI adoption is becoming a bottom-up movement
How top-down direction and bottom-up workflow knowledge combine to build stronger AI capability, use cases and automations.
AI Adoption
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04 Sep 2026
The AI rollout has happened. The training has not.
Why private-markets firms need practical AI training, implementation and a continuous capability loop - not just access to new tools.
AI Training
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30 Aug 2026
How to run a 30-minute AI working session in private markets
A practical framework for turning workflow friction into one owned, testable and buildable AI use case.
Implementation
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21 Jul 2026
The Future of Grocery Shopping? How Supermarkets Will Use MCP
How conversational AI could turn dietary requirements into recipes, a weekly meal plan and a supermarket basket ready for checkout.
Retail AI
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19 Jul 2026
How to Create Skills in ChatGPT and Claude
Turn repeated prompts into reusable AI workflows with a four-question framework and a practical email triage example.
AI Skills
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16 Jul 2026
The Copilot-Only AI Programme
What regulated firms can still do well with Microsoft-approved tooling: Copilot, agents, Researcher, Copilot Studio, flows, Power Apps and Teams deployment.
Microsoft 365
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21 Jul 2026
How to Score AI Use Cases Before Anyone Builds Anything
A simple value, feasibility, risk and adoption scoring model for private markets teams.
Implementation
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12 Jul 2026
The AI literacy and implementation game plan
An end-to-end guide to AI adoption at your firm: maturity assessment, training, use-case mapping, governance, automation, internal marketplace and productionised delivery.
Implementation
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24 Oct 2026From an AI prompt to a 3D print: ChatGPT, Claude and STL filesMeasured prompts, STL revisions and Bambu Studio, with a WALL-E example and a real physical print.Practical AI→
30 Jun 2026
The gap between "AI can do this" and shipping it inside a regulated firm
75% of financial firms use AI. ~5% of pilots pay. My whole practice lives in that gap - the pointer post.
Positioning
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19 May 2026
How to run a use-case hackathon that actually ships something
The hosted AI hackathon playbook: the prep, team selection, opening training, 80-minute clock, and show & tell that becomes a backlog.
Playbook
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28 Apr 2026
What a three-hour AI crash course looks like
A practical AI training session for private equity and investment teams: orientation, Microsoft suite, higher-value use cases, and the cheat sheet.
Training
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09 Jun 2026
An unused tool is a failed project
The build is the easy bit. Week-six usage is the only honest metric - adoption and embedding over build.
Adoption
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07 Apr 2026
Centralising knowledge: the one-stop shop your AI rollout is missing
Docs, skills, prompts, artifacts, training and a use-case register - one front door, or it all evaporates.
Knowledge
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17 Mar 2026
Communication channels: the unglamorous infrastructure of AI adoption
Q&A bots, #ai-wins, newsletters and leaderboards - the social machinery that decides whether adoption spreads or stalls.
Comms
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