Insights and Tools
Operational Intelligence for FinTech Leaders

Can Strategic Finance Be Systematised?
Can Strategic Finance Be Systematised?
Strategic finance repeatedly answers the same questions, yet the analysis behind them is still built manually
Strategic finance repeatedly answers the same questions, yet the analysis behind them is still built manually

Agentic AI in Finance: Why Maturity Comes Before Machines
Agentic AI in Finance: Why Maturity Comes Before Machines
Agentic AI in fintech finance only delivers value when the CFO office progresses through a maturity path
Agentic AI in fintech finance only delivers value when the CFO office progresses through a maturity path

Private Equity After the Reset: From Capital Abundance to Capital Discipline
Private Equity After the Reset: From Capital Abundance to Capital Discipline
PE's current test is whether the underlying economic engine can compound without continuous external subsidy
PE's current test is whether the underlying economic engine can compound without continuous external subsidy


When Smartsheet Actually Makes Sense
When Smartsheet Actually Makes Sense
An opinionated view on when Smartsheet is genuinely useful—and when it isn't—based on regulated fintech work.
An opinionated view on when Smartsheet is genuinely useful—and when it isn't—based on regulated fintech work.

When Operating Models Outgrow Spreadsheets
When Operating Models Outgrow Spreadsheets
The moment spreadsheets stop being helpful and start being dangerous—and what actually breaks under scale.
The moment spreadsheets stop being helpful and start being dangerous—and what actually breaks under scale.