The blog
Clear thinking on capital
Clear thinking on capital
and performance.
How revenue-stage companies raise, how investors underwrite, and what changes when the numbers are live.
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Diligence
What a deal room should do before you open it
The fastest diligence starts with data that is already connected. Here is what to have in place.
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Metrics
Net revenue retention, read the way investors do
Retention is the metric that separates a good quarter from a durable business. A field guide.
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Capital
Equity or debt: matching capital to the moment
Not every growth dollar should be dilutive. How to think about the right instrument for your stage.
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Product
How fit scores are calculated
A look under the hood at the signals behind a match, and why both sides see the same reasoning.
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Trust
Staying private while you raise
You can be seen by the right firms without running a public process. The case for a quiet raise.
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Investors
Underwriting on connected data
What changes for a firm when every company in the pipeline arrives with live performance attached.
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Ideas on building capital relationships grounded in real numbers.