Skip to content
Portmento
Morgan Kinder

Morgan

Co-founder, AI Strategy & Advisory
LinkedIn

Three years strategy consulting at Deloitte, including advisory with the fulfilment team of Australia's third largest online retailer.

Two years in AI advisory and development, delivering AI systems across renewables, financial technology, and engineering services.

Co-founder of Portmento, working with founder-led businesses on AI strategy and practical deployment.

Writing
Phone-based AI agents in Australia: what's actually working

Most Australian operators have now spoken to a voice agent. The question isn't whether the tech works — it's where it pays.

Claude Cowork: the interesting part isn't the demo

Anthropic's agent for non-developers is here. The demos are fine — they're not the point. Here's where it pays inside an operating business, and where it still goes wrong.

AI and the PE roll-up: where the real value creation has moved

The multiple arbitrage story still works. What's changed is where the operational value sits — and that changes which roll-ups are worth doing.

AI in real estate: where it actually changes the work

The agent doesn't disappear — the work around them does. Where AI is already paying in Australian real estate, what's overhyped, and what we'd push back on.