How do I use AI to work better and more efficiently?
Cutting through the hype: getting the most out of generative AI large language models
This white paper, published in June 2025, is the intellectual foundation for the workshop. While the technology has evolved since then, the principles are constant. The guide outlines:
- 3 GenAI use cases for professionals: Speeding up workflows and making them more efficient, delivering analysis at scale by acting as a research assistant, and as a source of second opinions.
- Sample prompts; and
- A guide for how to write an effective prompt.
How do I analyse companies and conduct due diligence?
Below are practical guides for understanding and analysing businesses, based on my fifteen years in equities research, private equity, corporate venture capital, and independent consulting. These are aimed at business buyers, searchers, and investors
Company analysis: understanding revenue
Whether you are a buyer or an owner of a business, it is critical to know where your revenue comes from. I discuss sales mix, customer analysis, and geographic analysis.
Company analysis: understanding the industry
Relevant to anyone analysing a company or a transaction, including business buyers and owners, but also research analysts, students, and more. I discuss looking at economic indicators, comparable companies, across geographic regions, across time, and across the value chain.
Important deal terms when buying a business:
I provide an overview of acquisition terms beyond the purchase price, including payment structure, the definition of debt and debt-like items, and exclusivity.
COMING SOON: An overview of the due diligence process, from beginning to end.
Can you help me with my business?
If you’re looking for support with thematic research, fractional corp dev, or buy-side DD, please contact me.