Codurance provided us with a clear, structured and highly insightful assessment of AI risk and opportunity across our portfolio. In a short timeframe, they delivered a comprehensive analysis that helped us better understand where AI presents defensibility, growth potential and competitive risk. The segmentation and executive summary made it easy to translate insight into strategic conversations with our portfolio leadership teams. Their independent perspective and technical depth brought real clarity to a fast-moving topic, and the work has strengthened our approach to AI across the fund.
Steve Harrison
Partner, YFM Equity Partners