May 14, 2026
Turning a pitch into a comparison
May 7, 2026
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
When the Politician's Answer Becomes a Problem
Apr 23, 2026
Where Framework Ends and Judgment Begins
Apr 16, 2026
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
On luck, repeatability and losses
Apr 2, 2026
As LPs we think mostly of returns. The GP commitment mostly sit on the other side of the equation
Mar 26, 2026
A framework for moving fast without re-underwriting every deal
Mar 19, 2026
Triangulating strategy drift from fund size growth and the GP/LP perception mismatch.
Mar 12, 2026
Why GP reports make it surprisingly hard to see what actually changed.