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Jan 29, 2026
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10 min read
A practical method for understanding departures + how this newsletter gets written
Jan 22, 2026
6 min read
From “Interesting” to Allocation: A Simple LP Discipline to Prioritize Your Pipeline
Jan 15, 2026
8 min read
LPs make 10-year decisions but are paid on 12-month cycles. Shouldn't we align those?
Jan 8, 2026
7 min read
The question that caught me by surprise
Dec 18, 2025
Reference calls won’t just tell you about the manager. They’ll tell you who you should call next time.
Dec 11, 2025
5 min read
When the incentives are stacked and you can't evaluate the assets