Sweating an asset, why equity management firms see KartaSoft as a pathway to returns

Risk Intelligence and Measurable ROI

I’ve just returned from a focused business trip to Texas, Florida and Oklahoma, meeting with senior midstream operators, partners, and asset owners.  

There was only one topic. How risk intelligence transforms the economics of asset management within the P&L.  

In the markets we service there is a quiet divide happening. 

• The “Haves”. Those applying  Physics Informed AI, asking important questions and sweating assets beyond what has been possible.  

• The “Acquired”.  This is the law of nature that impacts every sector when profound transformational change happens.  

My career spans enough time to have seen  CAD/CAM divide many sectors in a similar way.    

On this trip, my conversations with COOs, CFOs, and integrity leaders have been distilled by them into a very simple equation.  

• Enabling capital to be optimized, when applied to capital replacement and maintenance, whilst further de-risking. 

• Providing more options for capital growth, where operators already have a high level of efficiency. Some have seen organic year-on-year growth of 10%. Without new acquisitions, this is unsustainable. 

• In every meeting, it was agreed that identifying anomalies or early replacement of assets represents significant value left on the table. 

KartaSoft provides a level of clarity and certainty as to what is happening and the effects, six months in advance of leading indicators. We identify risk and anomalies before they appear in SCADA or traditional monitoring. Science fact, at market, used within the Fortune 500, and born from the University of Florida.  

Our insights-as-a-service are delivered using readily accessible data and overseen by a few key stakeholders each week as we deliver measurable results.  

The biggest question I get asked is, “How can you demonstrate that you can predict the future?”  

It’s simple. The only data we do not accept is the previous 12 months. This is because we optimize this patented know-how to play back to the customer the risk, failure, and anomalies from that year, in a way that is unbiased, which cannot be achieved internally. In every case, this is linked to ROI.  

In fact, we do not talk to organizations unless this pathway is clear.  

On this trip, I met with operators and partners in Oklahoma and Southern Texas, and equity groups evaluating midstream infrastructure. Across all conversations were the same.  

• Too much data, too few actionable insights 

• Machine learning projects that stall because physics isn’t part of the model 

• Capital planning driven by lagging indicators 

We close the gap with Physics Informed AI to:  

• Extend asset life and safely 

• Timelier decisions – each one often linked to $ tens of millions. 

• Deferring unnecessary capital spend without impacting safety 

• Reducing unplanned outages 

The result? Higher network reliability, better use of capital, and measurable financial impact. 

Our approach is so successful that financial equity groups are looking at this intelligence for due diligence to understand asset performance pre-investment. 

If you’re responsible for keeping the network safe, reliable, and profitable, predictive risk intelligence isn’t a “nice-to-have”. 

The market changes afoot are the next lever for competitive advantage.