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Investment Research
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The Brief — The Independence Day Pricing Massacre
Size Your Market and Price Your Product With AI, in an Afternoon
The Risk Matrix Lies to You. Write the Autopsy Instead.
Your DTC Brand Doesn’t Need a Marketing Strategy. It Needs a Distribution Bet.
03
Jul
The Risk Matrix Lies to You. Write the Autopsy Instead.
Most diligence risk matrices are theater — a color-coded grid that launders a...
03
Jul
Reading a Startup’s Financials: The Numbers That Actually Predict Survival
Most people analyze a young company's financial statements like a public-equity...
03
Jul
Stop Spraying Decks: How to Actually Find the Right VCs
Most founders treat fundraising like a numbers game and lose months to it. The...
02
Jul
What Actually Goes Into an Investment Committee Report (And Why Yours Gets Half-Read)
An IC report is not a status update — it's an evidence file built to survive a...
