PCG Blog
The New Value Creation Lever: Why AI Workforces Are Replacing SaaS Tools
In this article, co-authored by Tony Ko, SVP of Customer at Qurrent, we explore the paradigm shift brought on by AI workforces, described by Qurrent CEO Colin Wiel as being "as transformative as the advent of television was to radio." In this co-authored piece, we'll examine why the DIY approach to AI implementation is a costly trap, how managed AI services are reshaping operational leverage, and what the real-world success at companies like Pacaso means for your portfolio.
July 17, 2025
How GPs Bridge Strategy and EBITDA Performance
This article explores how private equity firms are refining their approach to value creation measurement, focusing on linking strategy directly to EBITDA improvements. It discusses the importance of using frameworks and advanced technology to track both financial and operational performance. We also highlight the role of governance and data-driven metrics in ensuring that value creation efforts are effective and sustainable. Ultimately, this piece provides you with actionable insights on how to optimize portfolios and drive long-term success.
July 11, 2025
The Rise of GP-Led Secondaries
This article delves into how the secondaries market is evolving in 2025, spotlighting key drivers and emerging dynamics. We examine the “new fundraising reality” prompting LPs and GPs to turn to secondaries for solutions, and why GP-led secondary deals are becoming a new normal. Throughout, we consider the opportunities this shift creates for LPs seeking liquidity or portfolio rebalancing and GPs seeking flexibility, as well as the potential risks and challenges. Our aim is to provide an analytical take on why secondaries have become a strategic cornerstone and what it means for industry players moving forward.
July 3, 2025
PE’s Leadership Disconnect Dilemma
The latest AlixPartners survey data reveals a troubling reality: 70% of PE firms believe their portfolio companies are well-positioned to deliver on their investment thesis, while just 42% of portfolio company leaders share that confidence. This survey's comprehensive research suggests this is a fundamental challenge that could be undermining billions in value creation across PE portfolios.
June 26, 2025
PCG Mid-Year Reflection on Private Capital
The trillion-dollar question haunting private capital boardrooms is about resilience in an industry undergoing its most profound transformation in decades. While private equity holds record capital reserves exceeding $1 trillion, deal volumes have plummeted 30% from their peak, venture capital has shed its growth-at-all-costs mentality, and private credit has emerged as the sector's unlikely champion. The rules that defined success for the past two decades are being rewritten in real time.
June 18, 2025
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