Written by Jack Vander Leeuw
Showing 11 of 11
October 2026
Thesis
The AI Value Premium
11 min
September 2026
Research
What the First Large-Sample Data on Independent Sponsors Shows
14 min
August 2026
AI
The Translation Gap: Why Adoption Rates Do Not Predict Value
10 min
July 2026
Thesis
The Intersection, Explained
12 min
June 2026
AI
Why the Standard ROI Model Underprices AI
4 min
May 2026
Research
The Two-Act Democratization of Artificial Intelligence
12 min
May 2026
Thesis
Small Businesses Are Closing the AI Adoption Gap
4 min
May 2026
Market
The Independent Sponsor Inflection
4 min
May 2026
AI
The Gap Between the AI Narrative and the Data
5 min
May 2026
Market
Risk Surfaces in Private Credit: The Lower Middle Market Distinction
6 min