
Noah on... AI and Cash Conversion
Cash looks simple on a spreadsheet - and quietly lethal in the real world.
In this episode of AI On, we talk with Noah, a private equity operating partner who fixes working capital where it actually breaks: inside messy processes, strained supplier relationships, and misaligned incentives. This isn’t a vendor showcase or an AI hype tour. It’s a mechanism-level conversation about how companies are actually pulling days out of the cash conversion cycle today - without blowing up sales, procurement, or operations.
They unpack what really moves DSO, DPO, and DIO; why most “wins” backfire months later; and where AI genuinely helps versus where it amplifies bad behavior. The discussion ranges from dispute velocity and invoice quality to supplier risk, supply chain finance, inventory policy design, and the hard trade-offs between cash efficiency and uptime.
If you care about cash as an operating system - not a quarterly metric - this one’s for you.