Led by former Google, AWS & Atlassian engineering leadership, Millwater Consulting bridges the gap between complex AI technology and disciplined investment strategy. As active investors with 'skin in the game', we provide the measured clarity and technical depth required to navigate high-stakes AI disruption. We help private equity, investment managers & executive leadership teams identify the structural technology strategies that define the AI era’s top performers. Contact: info@millwater.consulting

Key focus areas:

-AI Strategy & EBITDA Growth: Moving beyond Pilot Purgatory to drive measurable margin expansion. We sort hype from reality, delivering foundational roadmaps that prioritize executive clarity and high-ROI outcomes.
-Due Diligence (M&A): Identifying red flags and validating IP Moats before capital deployment. We provide the technical truth behind LTV, CAC & NTA assessments to support disciplined investment committee decisions.
-Agentic AI & Autonomous Ops: Architecting next-gen automation via MCP and A2A ecosystems. Expertise in model selection, RLHF, and inference optimization to eliminate operational bottlenecks.
-Infrastructure & Hard Tech Assets: De-risking the physical requirements of the AI era. Datacenter requirements, strategic land acquisition, power generation.
Cloud Ops & Portfolio Oversight: Assessing complex deployments to eliminate technical debt and maximize availability. As Fractional CTOs, we identify cross-portfolio synergies and shared AI infrastructure for cost optimization.
Cybersecurity & AI Governance: Designing highly-secure, mission-critical systems. Governance frameworks to mitigate model bias, data leakage & regulatory risk.
-Technology Disruption: Deep-dive diligence on emerging trends in autonomous robotics, quantum computing.
-Exit Strategy: Preparing late-stage startups for IPO/exit by optimizing tech stacks & cloud spend. 
-Coaching: Confidential 1:1 or ELT coaching on AI fundamentals and market dynamics.

Millwater Consulting

Org chart

Teams

Offices