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Notes and explainers on investment analysis, company fundamentals and decision-making.
Featured
Oct 1, 2026
A high rejection rate is a feature of the process, not a sign that nothing is happening.
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Oct 29, 2026
How an investment committee decides
Oct 15, 2026
What diligence looks like on an early-stage deal
Sep 17, 2026
Reading a cap table
Sep 3, 2026
Screening public equities
Aug 20, 2026
What data adds to investment research
Aug 6, 2026
Liquidation preference explained
