Former LP & CIO turned software founder
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.
Mar 5, 2026
Building valuable discipline and infrastructure across the organization
Feb 26, 2026
The reason you didn't get into that fund had nothing to do with diligence
Feb 19, 2026
How to use signals to identify who to meet with first
Feb 12, 2026
The tradeoffs every LP faces - and how a simple framework makes them clearer
Feb 5, 2026
How I went from skeptic to believer
Jan 29, 2026
A practical method for understanding departures + how this newsletter gets written
Jan 22, 2026
From “Interesting” to Allocation: A Simple LP Discipline to Prioritize Your Pipeline
Jan 15, 2026
LPs make 10-year decisions but are paid on 12-month cycles. Shouldn't we align those?
Jan 8, 2026
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
When the incentives are stacked and you can't evaluate the assets
Dec 4, 2025
Passing on a 30% IRR fund and not making exceptions
Nov 27, 2025
GP-led secondaries reset broken incentives and unstick portfolios. They're emotionally unsatisfying, often the rational choice - but only available for a select few.
Nov 20, 2025
When Carry Dies, Survival Economics Take Over
Nov 13, 2025
Our pass wasn’t about bad judgment, but bad follow-up. Here’s why coverage cadence and clarity of “why we passed” can define your fund outcomes.
Nov 6, 2025
And How The First 15 Minutes Sets Up the Rest
Oct 30, 2025
The questions that reveal whether current marks are aspirational or analytical
