/ insights · perspectives
What we're writing about this quarter.
A short, partner-written note on what we are seeing across active engagements. Published under a fixed revision number.
Perspectives
Forthcoming
The opening brief in the series. Publication forthcoming.
Forthcoming
The second brief in the series. Publication forthcoming.
The compounding company
Why the businesses that outlast their category are architected, not accumulated.
What we're seeing
Patterns from active engagements.
Founders are spending 40% of their time on work that should be systematized. The best ones we work with get that number below 15% within a quarter.
Family businesses in India are experiencing a generational transition unlike anything in the last two decades. The conversations have shifted from "should we professionalize" to "how fast can we professionalize without losing what made us."
AI is not replacing consultants. It is replacing the 80% of consulting work that should never have been manual in the first place. The remaining 20% — judgment, pattern recognition across contexts, the ability to tell a founder something they don't want to hear — that is getting more valuable, not less.