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Musings from a former private equity operator

  • SaaS Competitive Intelligence & Battlecards Consulting
    • Stage 1: Baseline Fact Gathering — Building Your Intelligence Foundation
    • Stage 2: Forecasting the Next 12 Months — From Facts to Foresight
    • Stage 3: Win/Loss Analysis — Learning From Every Deal<
    • Stage 4: Battlecards & Enablement — Turning Intelligence Into Sales Motion
  • AI-Accelerated Strategy Sprints
    • Evidence-First Research
    • AI Generated ICP Analysis
    • AI Generated USP Analysis
    • AI PMF Offering
    • AI PMF Analysis
    • The SaaS Strategy Validation Sprint
    • AI-Accelerated Win/Loss Analysis
  • Strategic Advisory Services
    • Strategic Acquisition Exit Advisory for Early-Stage SaaS
  • Bio
  • Hire Me
  • Book A Call
  • SaaS Competitive Intelligence & Battlecards Consulting
    • Stage 1: Baseline Fact Gathering — Building Your Intelligence Foundation
    • Stage 2: Forecasting the Next 12 Months — From Facts to Foresight
    • Stage 3: Win/Loss Analysis — Learning From Every Deal<
    • Stage 4: Battlecards & Enablement — Turning Intelligence Into Sales Motion
  • AI-Accelerated Strategy Sprints
    • Evidence-First Research
    • AI Generated ICP Analysis
    • AI Generated USP Analysis
    • AI PMF Offering
    • AI PMF Analysis
    • The SaaS Strategy Validation Sprint
    • AI-Accelerated Win/Loss Analysis
  • Strategic Advisory Services
    • Strategic Acquisition Exit Advisory for Early-Stage SaaS
  • Bio
  • Hire Me
  • Book A Call
  • Guest

    Leverage PTO and Increased Scheduling Flexibility to Help Your Business Grow

    Leverage PTO and Increased Scheduling Flexibility to Help Your Business Grow A…

  • Infographic comparing traditional B2B customer research with synthetic methods. The main title reads "Why Your Next 50 Customer Interviews Should Be Synthetic: Fixing the B2B Cold Start Problem." The left panel, labeled "The Cold Start Problem," shows a stressed person and icons representing "Slow, Expensive Feedback." An upward arrow points to the right panel, "Synthetic User Research," showing a brain connected to AI avatars and icons representing "Fast, Scalable Insights."
    SaaS Startups Synthetic Data

    Why Your Next 50 Customer Interviews Should Be Synthetic (And How It Fixes the B2B Cold Start Problem)

    Why wait weeks for feedback on your B2B product? The "cold start…

  • Synthetic User Panels for B2B SaaS Feedback at AI Speed conceptual illustration.
    SaaS Startups Synthetic Data

    The Complete Guide to Building Synthetic User Panels for B2B SaaS

    Struggling to get early feedback for your B2B SaaS product? Discover how…

  • European startup funding trends 2025 infographic showing three key statistics: underlying market declined 5.7% excluding AI, AI accounts for 35.5% of deal value, and VC fundraising collapsed 49% to record lows. Data from PitchBook European Venture Report.
    Corporate Development Private Equity SaaS

    European Startup Funding Trends 2025: AI Is Masking a Market in Decline

    The €66.2B headline lies. European startup funding excluding AI declined 5.7% in…

  • A conceptual illustration showing a glowing gold cryptocurrency coin dissolving into a stream of binary data that flows into an intensely hot, orange-glowing silicon microchip. Text at the bottom reads: "AI INFERENCE COSTS - FINANCIAL TECHNOLOGY REPORT." The image symbolizes financial resources being consumed by high compute loads.
    SaaS Startups

    Enterprise AI Adoption in 2025: The Margin Crisis Nobody’s Talking About

    The era of near-zero marginal cost software is ending. As AI inference…

  • Illustration showing a product researcher at a laptop facing smiling AI robots who are providing overly positive feedback, symbolizing AI user research bias and sycophancy where synthetic users tell companies what they want to hear.
    Product Management SaaS Startups

    AI User Research Bias: The Sycophancy Problem Your Vendor Won’t Tell You About

    AI user research bias is quietly corrupting product decisions. Synthetic users often…

  • Illustration showing a robotic AI face on one side and a human face on the other, symbolizing the comparison between synthetic research and live human research methods. Text overlay reads “Synthetic vs Human Research: When to Use Each Approach.”
    Product Management SaaS Startups

    The 90% Trap: Why Synthetic Research Confirms What You Already Know

    Synthetic research can deliver 90%+ accuracy—but that’s exactly the problem. AI-generated personas…

  • Conceptual illustration of European venture capital valuations in 2025 showing diverging growth paths for AI and fintech versus a stable broader market
    Corporate Development SaaS Startups

    European Venture Capital Valuations 2025: The Complete Data-Driven Analysis Reshaping Startup Funding

    European venture capital valuations in 2025 tell a far more complex story…

  • Frustrated enterprise developer debugging AI-generated code while an AI coding agent operates in the background, illustrating productivity loss from AI coding tools
    Product Management SaaS

    Why AI Coding Agents Are Destroying Enterprise Developer Productivity

    Despite aggressive marketing claims, AI coding agents struggle with enterprise-scale codebases, security…

  • Conceptual illustration showing a sharply rising financial graph labeled "AI Premium" built upon a foundation of overheating server racks and cracking GPU processors, symbolizing high compute costs undermining high valuations.
    Private Equity SaaS Startups

    The AI Valuation Premium: What PitchBook’s E-Commerce Data Really Reveals

    While PitchBook documents a triumphant 22.3% valuation premium for AI-enabled e-commerce startups…

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