Operations - PPM Equity

Operations

Rebrandable client delivery dashboard for AI agencies

A new rebrandable client delivery dashboard for AI agencies is being tested as a pilot, aiming to improve client transparency and agency professionalism.

Thorsten Meyer
June 8, 2026

Operations

Rebrandable client delivery dashboard for AI agencies

A new rebrandable client delivery dashboard for AI agencies is being tested as a pilot,…

Thorsten Meyer
June 8, 2026

Private Placement Memorandum

How to Improve Deal Materials Without Rewriting Everything

When looking to enhance your deal materials without a full rewrite, discover simple…

PPM Equity Team
June 7, 2026

Accounting Operations

Client asset intake portal for accountants

A new client asset intake portal for small accounting firms is entering testing, aiming…

Thorsten Meyer
June 7, 2026

Vetted

10 Best Financial Planning Tools for Dads in 2026

Discover the top financial planning tools for dads in 2026. Find the best overall,…

Thorsten Meyer
June 7, 2026