Five weeks after we mapped this playbook on the Airtable deal, Bending Spoons bought Miro. The pattern points at the half of the AI wealth story nobody is pricing: what it's destroying, not what it's creating.

A trillion dollars of value, built before a single share ever traded publicly. Anthropic isn't the exception. It's the clearest case yet of how the rules of going public have changed, and what that means for the clients asking how to get in

Airtable sold for $2.25B after an $11.7B peak. Here's what the deal, the founder AI spinout, and liquidation preferences mean for clients with startup equity.

Spontivly is now a growth data platform for RIAs. Five lessons from embedding inside a $100B+ RIA service provider, and what they mean for your firm.

Multichannel and omnichannel marketing sound similar, but the difference reshapes how you reach your audience. Here's what separates them and why it matters

DeAndre Hopkins taught himself finance after watching teammates trust the wrong people. Your founder prospects carry the same scar tissue. Here's how to be the exception

Market gains have been covering for a stalled acquisition engine at most mid-size firms. Here's how to spot it, what causes it, and the 90-day plan out

Most of last year's growth wasn't yours. It was the market's. These are the benchmarks that show which, and what to do about the gap.

The SpaceX-Cursor all-stock deal has a mechanic most advisors miss. Here's what your tech clients are reading, and how to be a step ahead.

Your RIA runs on more software than ever. Most of it doesn't talk to each other. Here's the two-minute explanation that changes how you see your tech stack — and what you can do about it.