Blog
Cloud economics insights for PE investors and portfolio company leaders
Reserved Instances vs. On-Demand: What PE Firms Need to Know
A non-technical guide to AWS commitment-based pricing for PE investors, covering Reserved Instances, Savings Plans, and EDPs -- including financial trade-offs, coverage ratios, and diligence evaluation.
Read articlePreparing Cloud Infrastructure for Exit
Learn what buyers look for in cloud infrastructure during diligence and how 6-12 months of preparation can materially improve exit multiples for PE-backed companies.
Read articleWhy SaaS Companies Overspend on Cloud by 30-50%
Discover why SaaS companies routinely overspend on cloud infrastructure by 30-50%, the common patterns behind the waste, and the direct impact on gross margins and valuation.
Read articlePost-Acquisition Cloud Optimization: The First 90 Days
A practical 90-day playbook for cloud optimization after acquisition, with phased milestones, expected savings timelines, and implementation guidance for PE operating teams.
Read articleTranslating Cloud Infrastructure into Valuation Multiples
Learn how cloud infrastructure efficiency impacts company valuation, including a Technology Risk Assessment framework for scoring cloud maturity and its effect on EBITDA multiples.
Read articleFinOps for Private Equity: Why Your Portfolio Companies Need It
Learn what FinOps is, why it matters for PE-backed companies, and how the three phases of FinOps -- Inform, Optimize, Operate -- drive EBITDA improvement and higher exit multiples.
Read articleCloud Due Diligence Checklist for PE Transactions
A comprehensive cloud due diligence framework for PE transactions covering cost management, architecture, security, operations, and vendor relationships.
Read articleThe True Cost of Cloud Waste in Portfolio Companies
Explore the four major categories of cloud waste in PE portfolio companies, with confidence levels and typical dollar impact for each category.
Read articleHow Cloud Costs Impact EBITDA: A Guide for PE Investors
Understand how cloud infrastructure costs flow through financial statements and directly impact EBITDA, with practical optimization examples for PE investors.
Read article5 Cloud Red Flags PE Firms Miss During Due Diligence
Discover the five most common cloud infrastructure warning signs that PE firms overlook during due diligence, and learn why each one directly impacts deal economics.
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