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Financial Services

Artificial Intelligence

+10

How a PE Firm's Acquisitions Lead Ran an AI Agent Against His Own 80-Hour Comp, Then Called Off Two Analyst Hires

Sep 10, 2026

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10 min read

How a PE Firm's Acquisitions Lead Ran an AI Agent Against His Own 80-Hour Comp, Then Called Off Two Analyst Hires

Axia Partners, a Utah firm that buys RV parks, needed 80 analyst hours to run the comparable analysis on a single park and was about to hire two analysts to keep up. Connor McLeod and SageCreek built an AI agent that does it in a day, sitting next to the acquisitions lead while he did the work by hand. He ran it against his own comp, then cancelled the hires himself. Plus the same team taking park rebrands from 20 weeks to 4, and the most-read cases in the library.

Stu Willson
Stu Willson

Artificial Intelligence

+10

How a Clinical Trial Platform Took 1,000+ Hours of Manual Matching Off the Table, and How a Compliance Startup Got Acquired After Making Its AI Explain Itself

Aug 27, 2026

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6 min read

How a Clinical Trial Platform Took 1,000+ Hours of Manual Matching Off the Table, and How a Compliance Startup Got Acquired After Making Its AI Explain Itself

Plus a venture firm that put an AI assistant inside its LP data room and got 60+ hours a month back. Three builds from Bryson Greenwood of PressW, who answered five questions on how each one was done.

Stu Willson
Stu Willson

Artificial Intelligence

+5

How a $10B PE Firm Got 92% Weekly ChatGPT Use After Its First AI Project Failed

Aug 18, 2026

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8 min read

How a $10B PE Firm Got 92% Weekly ChatGPT Use After Its First AI Project Failed

The three-phase method Brian Benedict and Eliza used to turn a stalled ChatGPT Enterprise license into CIM write-ups in under two minutes, including why, in his words, they gave it "permission to say no." Plus the same team taking a receipts backlog from days to same-day in under four weeks, and the most-read cases in the library.

Stu Willson
Stu Willson

Artificial Intelligence

+10

How a $1B Hedge Fund Cut Call Prep From 60 Minutes to 5, and How a Fortune 500 CPG Team Got Every Data Answer Right

Jul 17, 2026

•

5 min read

How a $1B Hedge Fund Cut Call Prep From 60 Minutes to 5, and How a Fortune 500 CPG Team Got Every Data Answer Right

Case studies from Jay Singh of Casper Studios and Aanikh Kler of Lazer Technologies, both about getting work out of the analyst queue and trusting the answer. Plus this week's podcast with Jimmy Bijlani.

Stu Willson
Stu Willson

case study

+5

How a DTC Brand Proved Paid Search Returns 4x Paid Social, and How a PE Roll-Up Found 40% of Its Work Was Redundant

Jun 19, 2026

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6 min read

How a DTC Brand Proved Paid Search Returns 4x Paid Social, and How a PE Roll-Up Found 40% of Its Work Was Redundant

Case studies from Alex Lirtsman of CorralData and Felix Rösner of Marble, both about seeing what the data was hiding. Plus this week's podcast with Doyl Burkett, Managing Partner of Integrity Growth Partners.

Stu Willson
Stu Willson

Financial Services

+5

How a Tier-1 Bank Spent a Few Million to Unlock $40M a Year on Credit Risk, and How a Finance Copilot Went From 60% to 95% Accuracy, Lifting NRR to 144%

Jun 12, 2026

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6 min read

How a Tier-1 Bank Spent a Few Million to Unlock $40M a Year on Credit Risk, and How a Finance Copilot Went From 60% to 95% Accuracy, Lifting NRR to 144%

Two case studies this week — Dean Sloves of Bolt Group and Unmukt Raizada of TrustEvals.ai — plus next week's podcast with Doyl Burkett, Managing Partner of Integrity Growth Partners, and a marketing build from Tahnee Perry.

Stu Willson
Stu Willson
Proof of Work: Applied AI Case Studies

Proof of Work: Applied AI Case Studies

Applied AI case studies and operator intelligence for private equity, mid-market, and enterprise leaders. A Pluris publication.


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