Topics I'm writing about next.
The themes behind my work: business strategy, growth, market intelligence, AI and business development. These are upcoming notes rather than a published archive.
The one-page strategy: what to do, what to refuse
Half of strategy is choosing what to build. The harder half is choosing what to walk away from, even when walking away looks expensive on a slide.
How VCs actually read a deck in the first ninety seconds
A pattern worth writing about: the slides that survive are the ones that answer one specific question before anyone has to ask it.
AI-native operating: where the leverage really compounds
Most AI rollouts get stuck at the demo. The teams pulling ahead treat models as a new layer of the operating system, not a feature on top of it.
The compounding lever most growth teams ignore
Optimizing for visible motion is easy to defend in a planning meeting. The lever that actually compounds is almost never the loudest one in the room.
Reading a market like a buy-side analyst
A field guide to separating narrative from structure: what to read, who to talk to, and which signals to weight when the data is thin.
Investment readiness is a writing problem
By the time a founder is in diligence, most of the work is done. The remaining variable is how precisely the story is told on the page.
VC mapping: building a target list that converts
Generic investor lists waste cycles on both sides. A sharper map starts with thesis fit, check size and recent activity, in that order.
Newsletters as a quiet distribution moat
A newsletter can beat a paid funnel for one reason: the relationship compounds while the cost-per-reach trends to zero.
What EMEA gets right about vertical SaaS
The geography is fragmented, the regulations dense, the buyers slow. That's exactly the moat, and the reason valuations are mispriced.
Competitive intelligence without the theatre
Most competitive decks are performance art. The useful ones answer three questions and stop.
The investor's mental model for AI defensibility
Models are a commodity. Distribution, data loops and workflow lock-in are not. Where to look when a deck says 'AI-powered'.
Pre-Series A: the metrics that actually move term sheets
Forget the vanity dashboards. A short list of numbers that consistently appear in the memos that get a yes.
One note. Twice a month. Zero filler.
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