We bring technical & AI
expertise to your team
From closed-door deal team sessions to CxO forum keynotes: practical, operator-led talks on AI, technical due diligence, architecture, and company transformation. No theory. No vendor pitch.
Built for the Right Room
Every session is tailored to the audience. We adjust depth, format, and framing depending on who is in the room and what outcome you need.
Deal Teams & Operating Partners
Sessions designed for investors who want to assess technology risk faster, spot red flags earlier, and get more from due diligence. Interactive, case-study driven, and built around PE deal flow.
CTOs, CIOs & CEOs
Forum keynotes and interactive sessions for senior technology and business leaders. Topics span AI strategy, AI engineering, technical debt, cloud transformation, cybersecurity, and organizational change.
Leadership Teams in Portfolio
Targeted sessions for portfolio company leadership during the holding period. Covers sell-side preparation, AI adoption, and technology transformation best practices from operators who have done it.
AI from Every Angle
Four sessions covering AI strategy, AI in engineering practice, organizational AI transformation, and how tech-enabled businesses can use AI to accelerate growth and exit value.
Enhancing Your Competitive Edge with AI and Data
A comprehensive interactive session covering how to become an AI-enabled company, with live demonstrations across four key scenarios: automation, quality improvement, optimization, and prediction. Includes how AI adoption strengthens company valuation at exit.
AI Transformation: From Strategy to Execution
60 minHow to build and execute an AI transformation roadmap across a technology organization. Covers strategy framing, prioritization frameworks, build versus buy decisions, governance, change management, and how to avoid the most common failure modes.
AI in Engineering: Practical Adoption for Development Teams
60 minPractical AI tooling and workflow integration for engineering leaders and development teams. Covers AI-assisted coding, testing, code review, documentation, and DevOps automation, with a focus on what actually delivers productivity gains versus hype.
AI for Tech-Enabled Businesses: How to Accelerate with AI
60 minDesigned for tech-enabled businesses where software is not the core product but is a critical enabler. Covers how to identify the highest-value AI use cases, build internal AI capability, and use AI to reduce costs and improve margins without building a data science team from scratch.
Topics for CxO Forums
Eight proven sessions for CxO forums, offsites, and leadership events. All can be adapted to your specific industry or context.
Engineering for Innovation: Value Creation, IP, and Roadmap Success
60 minHow engineering organizations can balance the competing demands of innovation, protecting intellectual property, and delivering against a commercial roadmap. Draws on real examples from high-growth software companies and PE-backed transformations.
Best Practices for Tackling Technical Debt
60 minTechnical debt definition, origins, business impact, and best practices for mitigating it. Practical frameworks for prioritizing debt reduction alongside product delivery, with real-world examples from software companies of all sizes.
How to Prepare for Technical Due Diligence and What Good Looks Like
60 minFor companies preparing for a technical due diligence event: what to expect, how to prepare, and what a buyer's team will look for. Covers sell-side prep, VDD, and the key areas that make or break a technology narrative in a process.
Best Practices for Cloud Transformations and Legacy Architectures
60 minCase studies and options for companies dealing with legacy systems when embarking on a cloud transformation. Covers migration strategies, risk reduction approaches, and the organizational changes that make transformations succeed or fail.
Outsourcing and Nearshore: Playbook for Making It Work
60 minOutsourcing and nearshoring best practices and how to approach them to improve ROI and reduce failure rates. Covers vendor selection, governance models, transition approaches, and the common pitfalls that destroy value when not managed well.
Agile Transformations from the Top-Down and Company Optimizations
60 minHow Agile transformation impacts productivity and quality, and why top-down sponsorship is the deciding factor in whether it succeeds. Practical approaches to cross-functional alignment, process change, and sustaining the gains after the initial push.
How to Nail Innovation in Your Culture from Idea to Deployment
30 minConcept testing and how to build a culture where innovation is not just encouraged but systematically executed. Covers the structures, incentives, and leadership behaviors that turn ideas into shipped product rather than slides in a deck.
How to Improve Your Organization's Cyber Profile
30 minReadiness and optimizations for cyber resilience best practices. Covers the most common gaps that put organizations at risk, pragmatic prioritization of security investments, and how to build a security-aware culture without slowing down delivery.
Built for Investors
Two sessions designed specifically for PE deal teams and operating partners. Interactive, closed-door, and grounded in real diligence experience across 1,500+ investments.
Technology 101 and TechDD Primer for Deal Teams
An interactive session for deal teams and operating partners that covers technology concepts and the due diligence questions that protect your investment thesis. Helps participants spot potential red flags early and get more out of external diligence work.
- Technology concepts explained without the jargon, for investors at all levels
- Questions to ask in management calls to surface risks before formal diligence
- Red flags by category: architecture, organization, SDLC, AI, and security
- Case studies from real diligence situations and how they played out
- Best practices for getting the most from your technical due diligence engagement
Portfolio Benchmarking Session for PE Partners
A collaborative closed-door working session where we gather information about portfolio companies and conduct a high-level benchmarking exercise across common technology metrics. The output is actionable intelligence to optimize value creation during the holding period.
- R&D spending benchmarks across portfolio and against industry peers
- Infrastructure and cloud cost comparisons
- Technology stack and AI maturity mapping
- Identification of cross-portfolio patterns and shared risks
- Prioritization of which companies need the deepest post-close attention
Every Session is
Tailored to Your Room
We adapt depth, format, and examples based on your audience, your industry focus, and what outcome you need from the session. A Partner offsite looks very different from an analyst cohort training. Tell us the context and we will shape the session around it.
Ready to Book a Session?
Get in touch with the topic you have in mind, your audience size, and your preferred format. We will confirm availability and tailor the session to your needs.