Why 80% of Your Company's Value Is Invisible
The intangible asset gap costs growth-stage companies millions in undervaluation. Learn how to identify and close it before your next fundraise.
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Insights on growth and intangible assets
Expert thinking on productivity, intangible asset valuation, growth strategy, and building more valuable businesses.
Unlocking Capital from Code: How Technology and SaaS Companies Can Leverage Intangible Assets as Loan Collateral
Technology and SaaS companies sit on vast portfolios of intangible assets — proprietary code, patents, customer contracts, data — yet most still rely on equity dilution or unsecured debt to fund growth. Structured lending against these assets offers a capital-efficient alternative that PE firms and fund managers are only beginning to exploit.
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AI Models as Collateral: Can You Lend Against a Large Language Model?
The frontier of structured finance is lending against the intangible assets that constitute AI company value: proprietary models, training datasets, and customer contracts. The question is no longer whether this is possible, but how to structure it and price the risk appropriately.
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The PE Operating Partner's Guide to AI Intangible Assets Across a Portfolio
PE operating partners managing 5-15 portfolio companies face a new dimension of value creation: assessing which portfolio companies are building genuine AI intangible assets and which are pursuing fashionable but value-destructive AI-washing. Here is the assessment framework that separates signal from noise.
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The Productivity Measurement Gap: Why GDP Per Hour Worked No Longer Tells the Full Story
Traditional productivity metrics were designed for an economy dominated by physical capital and tangible output. In a world where the most valuable firms derive their competitive advantage from software, data, brand equity, and organisational know-how, those metrics are increasingly unreliable. Here is why the gap matters — and what we should do about it.
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What the San Francisco Fed Gets Right — and Wrong — About AI and Productivity
The San Francisco Fed's recent research on AI and productivity is among the most rigorous work in the space. But it also reveals critical blindspots in how economists measure the impact of AI on economic growth. Here is what they got right, what they missed, and why the measurement gap itself is the most important finding.
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The Board's AI Accountability Checklist: Governance for the Age of Intangible Capital
Board oversight of AI investment is becoming as critical as financial controls. Here is the 10-point accountability checklist that separates effective board governance from box-ticking.
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Valuing AI in M&A: Why 62% of Deals Fail and How Intangible Asset Frameworks Fix It
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.
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We Ran Our Own Company Through Our AI Valuation Framework — Here's What We Found
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.
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Preparing Your Business for PE Sale: Why Intangible Asset Visibility Is the New Table Stakes
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.
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From Task Productivity to Organisational Productivity: Why Individual AI Gains Disappear at Scale
Individual developers using AI copilots write code 30-55% faster. Individual analysts produce reports in half the time. Yet organisational 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.
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Six Intangible Assets That AI Creates — And How I Know, Because I Built All Six at IG Group
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.
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