Axion Lab

Axion Lab Blog

A collection of stories about our people, our capabilities, our research, and the ever-changing face of our firm.

How AI-native firms get through the door

How AI-native firms get through the door

21.04.2026

Most AI pilots in private markets stall because firms buy software instead of outcomes. AI-native firms deliver the analysis — the client installs nothing.

FeaturedAI AdoptionTech & AIDue DiligenceInvestment AnalysisEuropean Private Markets
Case study: Sustainability Value Creation for a European mid-cap private equity firm.

Case study: Sustainability Value Creation for a European mid-cap private equity firm.

07.04.2026

A European mid-cap insulation manufacturer had no GHG baseline, no SBTi commitment, and sustainability credentials that existed only in marketing brochures. Ten working days later, the fund had a board-ready value creation plan worth EUR 26–78M across three scenarios — on a EUR 1M programme.

Case StudyPrivate EquityValue CreationSustainability Value Creation
The five percent deployment problem

The five percent deployment problem

05.04.2026

95% of AI pilots in private markets yield no measurable return. The problem is not the technology. It is the data infrastructure, the trust gap, and the organizational layer underneath.

Private EquityDue DiligenceTech & AIAI Adoption
The transaction was always a negotiation

The transaction was always a negotiation

31.03.2026

Private market transactions are negotiations. From the first page of the information memorandum to the last line of closing accounts, every step is positioning conducted in the language of finance — and AI is making the negotiation underneath impossible to ignore.

Private EquityDue DiligenceTech & AI
What's actually inside an AI agent system

What's actually inside an AI agent system

24.03.2026

Most people evaluating AI systems treat them as black boxes. That distinction between a carefully engineered architecture and a single model wrapped in a nice interface determines whether the system works on the 50th document or only on the demo.

EngineeringArchitectureTech & AI
Why European due diligence has a structural problem that AI does not solve yet

Why European due diligence has a structural problem that AI does not solve yet

10.03.2026

Most conversations about AI in private equity due diligence start with speed: read documents faster, summarize 300 pages in minutes, cut the timeline from six weeks to five days.

Tech & AI