Thinking

Buy-and-build's missing owner

Most post-acquisition platforms integrate everything except the thing that sells. Cross-sell underperforms — and it's usually not the deal, and not execution. It's that nobody owns the commercial argument across the portfolio.

Jul 16, 2026

Safe to Govern

Governance used to be the last gate in an AI deal — legal and risk arriving near the contract to bless what you'd already won. That's over. For regulated buyers, "can we govern this?" has moved to the front, sitting beside "does it work?" and "can we afford it?" — and it's deciding who gets shortlisted before anyone's seen a demo. Here's what that shift changes about how you position, package, and sell.

Jun 30, 2026

The Second Invoice

Your client's software is priced on outcomes. Your firm still sells days. AI is turning the invoice into a test — and the chain is realigning.

Jun 11, 2026

Your capability isn't the problem anymore.

Capability is now table stakes. What competes is the architecture that connects it to commercial outcome — and in most firms, no one owns it.

May 27, 2026