A mid-size general contractor running $20–$80M in annual volume loses 9–14% of gross margin to rework, late RFIs, and dirty change-order paperwork. A 2026 stack of Procore, Fieldwire, and AI-assisted RFI plus change-order tooling recovers most of it — with payback inside one project cycle.
Frontier Alternatives: A Three-Pillar Research Practice Across AI, Pre-IPO Secondaries, and Warrant Recoveries
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We just finished a long internal exercise: writing down — slide by slide — how we think about frontier alternative investments. The three lanes we research, why we think they matter right now, and what discipline keeps the research honest. The document is private, but the thesis behind it isn’t. We publish on every piece of it, every week, at
