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May 7, 2026
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5 min read
IRR Is Private Equity's Most Quoted Number. It's Also the one Most Easily Engineered. Here's The Math That Always Surprises Me
Apr 30, 2026
4 min read
When the Politician's Answer Becomes a Problem
Apr 23, 2026
Where Framework Ends and Judgment Begins
Apr 16, 2026
3 min read
A ranking tells you who performed. It doesn't tell you who will. The gap between those two questions is the entire job.
Apr 9, 2026
8 min read
On luck, repeatability and losses
Apr 2, 2026
6 min read
As LPs we think mostly of returns. The GP commitment mostly sit on the other side of the equation
