Articles
Insights on private-markets investing
Case studies and perspectives on running deal flow, diligence, portfolios, and investor relations.
Research
A New Entrant in Venture Investing: How First-Time Managers Build Institutional Credibility from Day One
Emerging managers can outperform — but only the ones LPs can underwrite. A practitioner's guide to what LPs actually diligence in a first-time fund, the fund-formation and operational basics, and how disciplined deal, portfolio, and LP-reporting process substitutes for a long track record.
Research
Data Analytics for Portfolio Management: The Metrics That Actually Predict Outcomes
A practical framework for monitoring a venture portfolio with data: the four metrics that matter most (Rule of 40, net revenue retention, burn multiple, and runway), how to read them as trends, and how to turn them into earlier decisions.
Research
One System of Record, Not a Stack of Tools: The Real Cost of Tool Sprawl in Venture
Why a generic CRM plus spreadsheets plus a shared drive quietly taxes a venture or private-markets firm — and what changes when sourcing, diligence, IC, and portfolio share one system of record per company.
Research
Optimizing Investment Decision-Making: Beating Bias with Process, Not Just Judgment
The quality of an investment decision lives in the process that produced it, not the outcome. A practitioner's guide to the biases that distort investing — confirmation, base-rate neglect, the halo effect — and the structured countermeasures that work: reference classes, premortems, decision journals, and a recorded IC rationale that lets a firm learn from its own track record.
Research
Tech-Enabled LP Reporting: Metrics, Standards, and Making Reporting Nearly Free
A practitioner's guide to modern LP reporting: what limited partners actually expect, how to define DPI, TVPI, RVPI and net IRR precisely, the ILPA Reporting and Performance Templates, sensible cadence, and how reporting becomes nearly free when it rolls up from a system of record you already keep current.
Research
Pre-IPO Research: How to Read EDGAR Filings and Build Industry Comparables
A practical workflow for pre-IPO research: pulling the right filings from SEC EDGAR, reading an S-1 the way investors do, building an industry comparable set, and accelerating the whole process with AI tools like the IPOGrid MCP.