Thought Leadership

Strategic Insights on AI for Financial Services

In-depth analysis on AI adoption, zero-retention architecture, governance frameworks, and human-AI workflow design for private equity, venture capital, and management consulting.

Latest Articles

Knowledge Management

Unlocking Trapped Intelligence: Activating the "Collective Brain" in Global Consulting

How Semantic Knowledge Retrieval (RAG) transforms thousands of past consulting deliverables into a searchable, synthesized competitive advantage for global firms.

January 23, 2026 Dr. Leigh Coney 5 min read

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AI Strategy

EBITDA and AI: Moving from Efficiency Gains to Enterprise Value

Learn how PE-backed companies can link AI implementation directly to EBITDA normalization, margin expansion, and enterprise value creation beyond simple cost savings.

January 16, 2026 Dr. Leigh Coney 3 min read

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AI Strategy

Why Generic AI is a Liability in High-Stakes Settings

Generic AI tools lack the data security, contextual awareness, and compliance rigor required for high-stakes business environments. Discover why bespoke AI with zero-retention architecture is essential for PE, VC, and consulting firms.

November 20, 2025 Dr. Leigh Coney 3 min read

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AI Engineering

Engineering Autonomous Agents for Due Diligence

Multi-agent orchestration, state management, and verification patterns for building production-grade autonomous agents in financial due diligence. Technical architecture and real-world constraints.

August 12, 2025 Dr. Leigh Coney 3 min read

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Change Management

The Human Variable: Why AI Projects Fail Without a Behavioral Strategy

Why 70% of AI projects fail: status threat, workflow disruption, and organizational dynamics. Behavioral design strategies for AI adoption including invisible integration and trust-building.

June 15, 2025 Dr. Leigh Coney 3 min read

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Upcoming Topics

AI Strategy

The Complete Guide to Zero-Retention AI Architecture for PE Firms

Deep dive into data sovereignty, zero-retention APIs, and private cloud deployment for confidential deal flow.

Technical Deep Dive

AI ROI Measurement Framework: Linking AI Spend to EBITDA Improvements

Financial modeling approach for projecting AI impact on headcount efficiency, deal closure velocity, and margin expansion.

Industry Insights

Human-in-the-Loop AI: Designing Approval Workflows for Investment Committees

Best practices for risk-based approval tiers, confidence thresholds, and escalation rules in high-stakes decision environments.

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