Manifesto
Philosophy + Thesis
The Perch
A publication for investors tracking portfolio companies, shifts across key industries, and insights from the partnership.
Live Last read · last published · next check
Latest posts
Mid-Year Review
Exciting updates on our new investments, financings, and community engagement.
Anterior: Treating the System, Not the Symptom
From Scalpel and Scrubs to Startup Success, Abdel Mahmoud and Anterior tell a story of conviction and courage—one that is reshaping the administrative core of healthcare.
Seldon: Predicting the Product Before You Ship It
ODDBIRD Portfolio Spotlight: Using AI to anticipate rationally irrational consumer behavior
Hitting A High Note: Wall Street's Bold Bet on Lyricism
The Emergence of Music Royalties as an Asset Class
Metal Cross: Reimagining Precision Manufacturing
OddBird Portfolio Spotlight: Inside Metal Cross’s Push to Reimagine the $8 Billion Precision Manufacturing Industry
2025 In Review, 2026 In Motion
2025 sharpened our conviction, deepened founder partnerships, and accelerated portfolio growth. As AI shifts from revenue to margins, we lean in with discipline
November 2025
“I can’t tell you what it really is, I can only tell you what it feels like.”
September 2025
Writing from the road.
Building Where it Matters
Industrial Systems, Strategic Dialogue, and Beyond Borders