// Blog

AI consulting field notes for private markets.

Working notes on AI adoption, implementation, hackathons, private equity training and governance. Written from real engagements, not from theory. No hype, sources at the bottom of every post.

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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 → 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 →