Capital
How We Explained Messy Metrics Without Spin
Messy metrics are normal in a living company. Spin is optional. During diligence, we had to explain numbers that were true and also awkward: cohort quirks, channel shifts, temporary dips,...
Capital
Operating Lessons I Still Carry Into Deals
Running ops taught me operating truths that keep showing up in deal rooms years later. Not slogans. Scars. The kind you only get from shipping, supporting, hiring, missing, fixing, and...
Capital
Capital Groups Want Clarity Not Theater
Capital groups do not need another theatrical narrative about changing the world before lunch. They need clarity. I learned this sitting on both sides of enough conversations to recognize the...
Capital
The Data Room Questions That Surprised Me
I thought I knew our business cold going into diligence. Then the data room questions arrived, and a few of them made me sit back and go, “Huh. Yeah. That...
Capital
What Diligence Felt Like From the Seller Seat
Diligence from the seller seat is not a spreadsheet exercise. It is a lifestyle with worse sleep. When we went through a company sale, I thought I understood diligence because...
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