Expert thinking on productivity, intangible asset valuation, growth strategy, and building more valuable businesses.
Mergers and acquisitions involving artificial intelligence companies fail at a 62% rate in terms of value creation. The root cause is not market misjudgment — it is due diligence frameworks designed for physical assets, applied to intangible-asset-heavy technology companies. Here is the anatomy of that failure, and a framework that fixes it.
Read more →
Before we asked others to run their businesses through our AI intangible asset valuation framework, we ran Opagio itself through it. Here is what the data revealed about our own strengths, gaps, and surprises.
Read more →
After 30 years of helping businesses grow, scale, and sell to private equity, I have seen what separates businesses that achieve premium valuations from those that leave value on the table. Increasingly, the difference is intangible asset visibility. Here is how to prepare.
Read more →
Individual developers using AI copilots write code 30-55% faster. Individual analysts produce reports in half the time. Yet organizational productivity remains flat. The gap between task-level AI gains and enterprise-level outcomes reveals a measurement failure — and an intangible asset opportunity — that most firms are missing entirely.
Read more →
Every significant AI investment creates or enhances the same six categories of intangible assets I built during 15 years at IG Group. The problem is not that these assets do not exist — it is that no one is measuring them. Here is the framework that connects AI spending to enterprise value creation.
Read more →
I was at IG Group when Facebook's IPO was mispriced. The market overvalued the platform and undervalued the intangible assets — the data, the network effects, the advertiser relationships. Today's AI market is making the same mistake in reverse. Here is how to tell the difference between genuine AI value and bubble pricing.
Read more →
Only 29% of executives can measure AI ROI confidently. The problem is not that AI fails to deliver value — it is that traditional ROI frameworks were not designed for investments that create intangible assets. Here is the 4-layer framework that connects AI spending to board-level outcomes.
Read more →
The SEC has made AI-washing an enforcement priority, and for good reason: billions in capital are being allocated based on AI claims that range from exaggerated to fabricated. After 15 years evaluating technology claims at IG Group, here is the 7-point checklist that separates genuine AI capability from performative marketing.
Read more →
Global AI investment has surpassed $500 billion annually, yet total factor productivity growth remains stubbornly flat. This is Solow's paradox reborn: you can see AI everywhere except in the productivity statistics. History tells us why — and what needs to change.
Read more →
Intangible asset tracking gives investors unprecedented visibility into how portfolio companies deploy capital and drive growth.
Read more →
Productivity growth is the single most important driver of long-term business value. Here's how SMEs can measure and improve it.
Read more →
Intangible assets now drive over 90% of enterprise value in the modern economy. Yet most businesses struggle to identify, measure, or manage them.
Read more →Get the latest insights on intangible asset growth and productivity delivered to your inbox.
Take the free intangible asset assessment and discover where your biggest growth opportunities lie.