Insights
How value gets built.
Field notes on digital transformation, value creation and the operating system behind a higher exit multiple, from inside private equity and the global C-suite.
Our thesis is not ours alone. Here it is, pillar by pillar, next to the independent research that backs it, one click from the source. Their words, our framing, refreshed monthly.
Two engines. Growth and profit, at once.
MakersOS runs two engines together: optimise the business you have, and build the one you could become. Stand still, or bet on only one, and you lose both.
Both engines, or you fail at both
Gartner scores growth plus profit on the Rule of 40; prioritise neither and you underperform at both.
Exploit and explore, at once
Alexander Osterwalder’s Invincible Company is built on the same discipline: manage today’s businesses while exploring tomorrow’s growth engines.
Business first, technology second.
AI has to move a number a CFO can underwrite. Deploying tools is not the same as creating value.
AI only counts when it pays
Gartner’s guidance on maximising ROI from AI: the value lives in the business case; the tool comes second.
Deploying AI is not creating value
Gartner is blunt with CFOs: stop mistaking finance-AI deployment for value creation, and manage to the outcome.
Digital re-rates the multiple.
Digital and AI maturity is the value-creation lever now, from diligence to exit. Execution now decides the return; the original deal thesis only opens the door.
Value creation is now execution-led
McKinsey finds the half-life of the deal thesis shrinking; the practices reshaping PE returns are adaptive and execution-led.
The field runs on data and AI
Gain, trusted by over $1T of private capital, shows how sector-level data and AI now drive sourcing, diligence and value creation.
Sovereign AI is an advantage.
AI built in Europe, on European compute, is a strategic advantage in its own right, and it is what capital markets increasingly want to buy from.
Sovereignty accelerates innovation
Gartner frames AI sovereignty as a way for regions to build strength and accelerate innovation rather than as a limitation to manage.
Value creation, underwritten
Gartner for Technology Investors arms the invest lifecycle with objective, decision-grade insight, the same reader Makers of New serves.
Living sources: Gain publishes the Global 400 and industry deep-dives; McKinsey the Global Private Markets Report; Gartner runs free webinars. Sources are theirs; the framing is ours.
Sovereignty Is a Multiple
Europe now pays a premium for technology you own and run where a regulator can see it. Why sovereignty stopped being a compliance cost and became a re-rating.
Digital Transformation for PE Portfolio Companies in the Age of AI
Why digital is the decisive value-creation lever for private equity: the levers, the pitfalls, and how to navigate them.
From Good to Great
Why digital maturity is what re-rates the multiple in private equity, and the five levers that move it.
Why Digital Is the Only Lever That Still Matters
Beyond financial engineering: the four-stage digital roadmap from due diligence to self-disruption.
Digital Transformation: Efficiency or Transformation?
Why most programmes fail, and the difference between optimising the core and building a second engine.
RPA & the Next Step: Hyperautomation
Beyond RPA lies hyperautomation, but technology comes second. Business comes first. (EN · RO)
Fintech and the Financial Advisor
A contributed chapter to EFPA Luxembourg’s Digitalization Handbook, practitioners writing for practitioners: why transformation begins with the business and only then reaches the tool, and why standing still is the most expensive option of all.
The Age of Innovation
How a Romanian, from Luxembourg, leads the digital strategy of a 200-year-old industrial giant. English translation. (EN · RO)
The Most Innovative AI Leader Transforming the Future
Cover feature: championing digital transformation with strategy, innovation and action.
RPA: the essential performance lever (Lombard International)
The Lombard International RPA transformation: operational performance through automation (in French).
A Romanian inside the IT operations of global giants
Career interview: from AB InBev and JDE to wealth management in Luxembourg (in Romanian).
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