Resources
Frameworks, publications, and thought leadership
Featured Book
Cloud Economics for Private Equity
The definitive guide to cloud infrastructure in PE transactions. This book bridges the gap between technical infrastructure and financial impact, providing frameworks for due diligence, value creation, and exit preparation.
Written for PE investors, portfolio company executives, and technical due diligence teams, it covers everything from initial screening through exit optimization—translating technical findings into deal economics.
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Frameworks & Tools
Practical resources for technology leaders and investors
AI Cost & Margin Calculator
Model inference cost as a share of revenue, and project gross margin at plan volume rather than at current volume — the case that does not appear in current-period financials. Sizes the recoverable spend across context trimming, caching, model tiering, and provider commitments, each with a confidence level.
Open Calculator →Cloud Savings Calculator
Estimate optimization potential for a portfolio company from its annual cloud spend. Breaks the estimate down across zombie resources, right-sizing, commitment-based pricing, and architectural change — each with the confidence level you should apply when modeling it.
Open Calculator →AI Diligence Question Bank
Forty questions for assessing an AI-positioned target, organized into six groups — capability versus passthrough, data rights, unit economics, evaluation, dependency, and accountability. Each group includes what to look for, the red flags, and worked examples of a strong and a weak answer.
Cloud Waste Detection Checklist
This checklist helps you identify cloud infrastructure waste across four categories, each with specific confidence levels for capture and execution timelines. Use this during due diligence to quantify optimization opportunities or post-acquisition to prioritize value creation initiatives.
Technology Risk Assessment Scorecard
This scorecard provides a systematic framework for evaluating technology risk in PE deals and translating technical findings into specific EBITDA multiple adjustments. Use the Quick Assessment for pre-LOI screening and the Comprehensive Assessment for detailed diligence.
Due Diligence Question Bank
This question bank provides a systematic framework for assessing cloud infrastructure during technical due diligence. Questions are organized by category and designed to reveal both technical reality and management capability.
Integration Complexity Scorecard
This scorecard helps you assess integration complexity and associated risks when evaluating potential targets. Use this tool to evaluate the difficulty of combining technologies, data, and processes during an acquisition.