White papers
Templates and plans from our work with investors and mid-sized companies. Free, delivered by email.
BP-WP-01 · PDF + Excel · 29 pages
The Technical Due Diligence TemplateThe template we use for technical due diligence on behalf of investors: 64 items across 13 dimensions, each with scoring anchors, the documents to request and a way to verify the answer yourself.
BP-WP-02 · PDF + Excel · 33 pages
The AI Due Diligence TemplateThe template for deals where AI matters, which in 2026 is nearly all of them. It looks at AI three ways: as the target's product, as a threat to its business model and as EBITDA upside after close.
BP-WP-03 · PDF · 35 pages
The Portfolio AI ScorecardA scoring model for operating partners with 8 to 20 portfolio companies. It ranks which company gets money and attention first, which lever matters there and how the result reaches EBITDA before exit.
BP-WP-04 · PDF · 37 pages
Agentic Engineering in an Existing Team: The 90-Day RolloutA three-phase plan for moving an existing engineering team of 10 to 150 people to coding agents, with a baseline before the first license, quality gates and a decision per team at day 90.
BP-WP-05 · PDF · 39 pages
AI Levers in E-Commerce, from Catalog to Customer ServiceFor owners and CEOs of online retailers and D2C brands with 20 to 500 million euros in revenue: which levers move the P&L, what each one needs and where to start.
