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February 2025
Case

Ingersoll Rand: Broadening Employee Ownership

By: Ethan Rouen and Jenyfeer Martinez Buitrago

Set in 2024, this case examines how Ingersoll Rand—a global leader in air, liquid, and gas handling technologies—approached broadening employee ownership. The company granted restricted stock units (RSUs) to all employees on their one-year anniversary, reinforcing a... View Details

Keywords: Stock Shares; Employee Stock Ownership Plan; Retention; Employee Ownership; Mergers and Acquisitions; Organizational Culture; Expansion; Africa; Asia; Europe; Latin America; Middle East; North and Central America

February 2025
Case

RedBird Capital Partners

By: Anita Elberse and David Moreno Vicente

In July 2024, Gerry Cardinale, the founder and managing partner of RedBird Capital Partners (‘RedBird’) has helped orchestrate a high-profile deal in the world of entertainment: one in which Skydance Media (‘Skydance’), a content production studio led by David Ellison... View Details

Keywords: Entertainment; Media; Film; Television; Sports; Superstars; Marketing; Strategy; General Management; Investing; Mergers and Acquisitions; Private Equity; Asset Management

February 2025
Article

Improving Customer Compatibility with Tradeoff Transparency

By: Ryan W. Buell and MoonSoo Choi

Through a large-scale field experiment with 393,036 customers considering opening a credit card account with a nationwide retail bank, we investigate how providing transparency into an offering’s tradeoffs affects subsequent rates of customer acquisition and long-run... View Details

Keywords: Transparency; Customer Selection; Customer Compatibility; Retention; Service Operations; Service Delivery; Marketing Strategy; Marketing Communications; Customer Focus and Relationships; Customer Satisfaction; Banking Industry; Australia

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January 2025
Case

Hebbia: Redefining Productivity for Knowledge Workers Using AI

By: Suraj Srinivasan and Minoshka Narayan

In early 2025, George Sivulka, founder and CEO of Hebbia, reflected on the company’s rapid ascent as a pioneer in GenAI-powered productivity tools for knowledge workers. With its proprietary technology, Hebbia had redefined information retrieval and analysis and earned... View Details

Keywords: Transformation; Customer Relationship Management; AI and Machine Learning; Innovation and Management; Innovation Strategy; Service Delivery; Technological Innovation; Growth and Development Strategy; Competitive Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; New York (city, NY)

January 2025
Case

Arsenal Capital Partners' Refinancing of Pinnacle

By: Victoria Ivashina and Srimayi Mylavarapu

Arsenal Capital Partners’ portfolio company, Pinnacle, a leading producer of high-performance adhesive technologies, has experienced rapid growth under Arsenal’s ownership. Over just two years, Pinnacle's EBITDA increased from $13.5 million to $60 million. By mid-2021,... View Details

Keywords: Business Exit or Shutdown; Decision Choices and Conditions; Private Equity; Financing and Loans; Growth Management

January 2025
Case

Untapped Global: Financing Africa's Missing Middle

By: Raymond Kluender and Emanuele Colonnelli

In November 2024, Jim Chu, founder and CEO of Untapped Global, faced mounting internal tensions over the company’s strategic direction. Untapped had developed a data-driven revenue-based financing (RBF) model to address the “missing middle” problem—the $5.2 trillion... View Details

January 2025
Supplement

Hippo: Weathering the Storm of the Home Insurance Crisis (B)

By: Lauren Cohen, Grace Headinger and Sophia Pan

Rick McCathron, CEO of Hippo, was optimistic about the InsurTech's path to profitability after navigating the financial uncertainties of 2022. By bundling their home insurance services with third-parties and established insurance incumbents, Hippo was adopting a... View Details

January 2025
Case

AI Meets VC: The Data-Driven Revolution at Quantum Light Capital

By: Lauren Cohen, Grace Headinger and Sophia Pan

Ilya Kondrashov, CEO of Quantum Light Capital, was driven to harness AI for identifying high-potential scale-ups. Collaborating with Nik Storonsky, founder of Revolut, the duo observed that most venture capital (VC) decisions were heavily influenced by emotion, with... View Details

January 2025
Case

Ontra: Embracing GenAI in the Legal Technology Industry

By: Christopher Stanton and George Gonzalez

Ontra built a network of legal professionals to enable financial institutions to outsource contract negotiations. The rise of generative AI inspired the company to build software solutions to streamline its processes through automation. Now company leadership must... View Details

Keywords: Transformation; AI and Machine Learning; Applications and Software; Organizational Change and Adaptation; Organizational Culture; Business Strategy; Technology Industry; Legal Services Industry; United States

January 2025 (Revised April 2025)
Case

Blue Frontier: Disrupting Air Conditioning

By: Rosabeth Moss Kanter and Jacob A. Small

Serial entrepreneur Daniel Betts founded Blue Frontier in South Florida to offer a climate-friendly solution to increase air conditioning efficiency and dehumidify using new technology he developed. Backed by significant venture capital, Blue Frontier had to choose... View Details

Keywords: Entrepreneurship; Climate Change; Environmental Sustainability; Technological Innovation; Market Entry and Exit; Performance Efficiency; Business Strategy; Florida

January 2025
Case

Index and Active Investing: Vanguard and the New Frontier of Active ETFs

By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai

This case explores Vanguard’s strategic decision-making process as it considers entering the growing market for actively managed exchange-traded funds (ETFs). Set in 2024, the case places students in the position of Rodney Comegys, Vanguard’s global head of the Equity... View Details

Keywords: Asset Management; Financial Strategy; Investment Funds; Investment Portfolio; Financial Services Industry

January 2025
Case

North Forty: Managing Liquidity Through Change

By: Luis M. Viceira and Brad Towne

This case explores the interaction between spending and investment decisions at a family office, specifically the family office of Jeff and Tricia Raikes, with special emphasis on the management of spending, portfolio investments, and asset liquidity in the presence of... View Details

Keywords: Family Office; Forecasting and Prediction; Asset Management; Financial Liquidity; Financial Strategy; Investment Portfolio; Spending; Planning

January 2025 (Revised April 2025)
Case

Mercado Libre: The Best Is Yet to Come

By: Krishna G. Palepu, Fernando Fragueiro, Carla Larangeira and Mariana Cal

In 2024, Marcos Galperín, CEO and co-founder of Mercado Libre, reflected on its 25-year rise as Latin America’s largest marketplace, fintech leader, and most valuable public company. With operations spanning 18 countries and a robust ecosystem combining e-commerce,... View Details

2025
Working Paper

Too Much, Too Soon? Early Funding, Technological Unconventionality, and Innovation Capabilities

By: Harsh Ketkar and Maria Roche

The availability of financial resources significantly shapes firm innovation outcomes, especially for early-stage, innovation-focused technology firms. However, prior research has provided conflicting findings about this relationship: On the one hand, resource... View Details

Keywords: Startups; Technology Strategy; Novelty; Unconventionality; Resource Constraints; Early Stage Firms; Business Startups; Technological Innovation; Entrepreneurial Finance

December 2024 (Revised January 2025)
Case

Balancing Returns and Responsibilities at Raya Partners

By: Arthur Segel, Ephraim Mernick, Derek C. M. van Bever and Olivia Barba

Raya Partners, a private equity firm, faces a crucial decision regarding Asa Specialty Coatings Company (ASCC). The dilemma involves shifting ASCC's manufacturing operations to Mexico, a move that would boost profitability and reduce emissions but result in significant... View Details

Keywords: Factories, Labs, and Plants; Communication Strategy; Private Equity; Job Cuts and Outsourcing; Corporate Social Responsibility and Impact; Environmental Sustainability; Values and Beliefs; Financial Services Industry; Financial Services Industry; Mexico; Vermont

November 2024
Teaching Note

Mercado Bitcoin: M&A, IPO, or Series B?

By: Raymond Kluender, Emanuele Colonnelli and Sabrina Howell

Teaching Note for HBS Case No. 825-047. In April 2021, Brazilian cryptocurrency platform Mercado Bitcoin, had to decide how to scale: go public, M&A with a bank, or take a VC big check. In a highly volatile market, Roberto Dagnoni, chairman of the board, viewed the... View Details

November 2024 (Revised January 2025)
Case

Balancing Impact: Modeling the Future at British International Investment

By: Shawn Cole and Jonah Zahnd

In 2022, British International Investment (BII), the £8.1 billion development finance arm of the British government, implemented a new impact measurement system called the Impact Score to align its financial and impact objectives systematically. The tool was designed... View Details

Keywords: Investment Portfolio; Measurement and Metrics; Corporate Social Responsibility and Impact; Alignment; United Kingdom

2024
Working Paper

Hidden Risk

By: Daniel Barth, Phillip Monin, Emil Siriwardane and Adi Sunderam

Since 2013, large U.S. hedge fund advisers have been required to report risk exposures in their regulatory filings. Using these data, we first establish that managers’ perceptions of risk contain useful information that is not embedded in fund returns. Investor flows... View Details

Keywords: Corporate Disclosure; Investment Funds; Risk and Uncertainty; Investment Return; Communication Strategy; Financial Services Industry

November 2024 (Revised December 2024)
Case

Moonfare and the Democratization of Private Equity

By: Victoria Ivashina and Srimayi Mylavarapu

Founded in 2016, Moonfare headquartered in Europe, was a pioneer in the “democratization” of private equity investments. Historically, private equity was accessible only to institutional investors like pension funds, endowments, sovereign wealth funds, and large family... View Details

Keywords: Private Equity; Customers; Wealth; Business Strategy; Segmentation; Technological Innovation; Product Launch; Financial Services Industry; Europe

November 2024
Teaching Note

Martine Rothblatt and United Therapeutics: A Series of Implausible Dreams

By: Debora L. Spar and Julia M. Comeau

Teaching Note for HBS Case No. 323-039. In 1990, satellite expert and Sirius XM founder Martine Rothblatt was determined to save the life of her seven-year-old daughter, Jenesis, who was diagnosed with a terminal illness called Pulmonary Arterial Hypertension (PAH). At... View Details

Keywords: Pharmaceutical Companies; Technological And Scientific Innovation; Organ Donation; Health Care and Treatment; Health Disorders; Innovation and Invention; Growth and Development Strategy; Product Development; Pharmaceutical Industry; Medical Devices and Supplies Industry; United States; District of Columbia

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