IM8 & General Catalyst: $1B new capital commitment
What Non-Dilutive Growth Capital Actually Costs
Capital & Clarity
I write on startups, capital markets, and finance. I also share lessons from advising and operating private businesses doing $10M-250M+ in revenue. My goal is to make the complex simple and the abstract concrete.
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Latest posts
Deep dive: Reformation filed to go public at $500M
What we can all learn from the brand success
From Founder to CEO to Capital Allocator
A good friend and executive coach shared an observation with me a while ago that I haven’t been able to shake.
How to Build A Resilient Financial Stack
Detailed view of financial infrastructure for startups and mid-market companies
How VC and PE Fund Dynamics Work
Founder's guide to understanding the fund lifecycle behind the check
How Capital Structure Shapes Company Culture
How the amount you raise determines the company you build
Late Cycle Behavior: Allbirds Shoes Pivot To AI
Lessons we can learn from history
Grüns acquired by Unilever for $1.2B: What we can all learn from this
I write on startups, capital markets, and finance.
OpenAI raised $122B. My reflections on when capital becomes a “strategic weapon”
OpenAI raised $122B this week at an $852B post-money valuation.
Hermès Latest Earnings
I’m drawn to large, family-controlled businesses.