Running a Family Office Under $100M
A complete operating system for founders with $5M–$50M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
Capital Founders OS
The Founder's Playbook to Build & Protect Wealth — from Operator to Investor
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Entrepreneur's Acquisition Playbook
Entrepreneurship Through Acquisition (ETA) offers a different path: buy an existing business with proven revenue, established customers, and real cash flow. This playbook covers search fund mechanics, buy-and-build strategies, and industry consolidation data.
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Every Path to Liquidity Just Got Narrower
Fintech funding jumped 21% while deal count hit an eight-year low. The IPO pipeline is deep, but only nine have priced in 2026. Tender offers are replacing traditional exits. Every path to founder liquidity just got narrower.
Private Credit Reckoning Has Started
Blue Owl's redemption halt exposed private credit's SaaS problem. Secondaries hit $240 billion. McKinsey declared the PE playbook dead. California's wealth tax moved forward. Four stories reshaping how founders think about private capital.
Who Manages Your Money Just Changed
Three wealth management deals worth $17 billion. Private credit secondaries doubled. JP Morgan confirms 86% of family offices have no succession plan. The infrastructure behind founder wealth is being rebuilt.
Life OS
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What Founders Actually Do After Exit: Six Paths Forward
After exit, founders face the "now what?" question with no roadmap. Here are six paths others have taken, from angel investing to stepping back entirely, and a framework for finding yours.
Liquidity Is Everywhere. The Price Is the Problem.
The IPO window is open but investors aren't paying what founders expect. Tender offers are replacing exits as the default liquidity tool, AI just repriced what wealth management costs and private credit spreads are compressing.
The IPO Window Opened. So Did the Trapdoor Under SaaS.
Eight companies raised $100M+ each in New York this week. Meanwhile, software stocks dropped 25%. For founders weighing exit timing, both signals matter.
Tax Frameworks for Global Founders
Tax rules vary dramatically by country, but the frameworks for thinking about tax are universal. Here's how to evaluate jurisdictions without chasing the lowest rate.
Exit Markets Are Open — But Congested
IPO window is open but crowded. Blackstone's largest pipeline ever. SpaceX eyeing $50bn IPO. Amazon in talks for $50bn OpenAI stake. When mega-GPs flood the calendar, smaller founders need parallel exit routes—not single-track plans.
Private Markets Are Eating the Balanced Portfolio
Private markets stopped being "alternative." BCG: wealthy investors already at 15-20% allocation. EQT paid $3.2bn for Coller. Private credit is being mis-sold as low-risk income. If your governance hasn't caught up to your allocation, that's a problem.
Life OS
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Decision Architecture - Building Your Personal Investment Committee
Post-exit founders face unlimited options and no decision framework. Here's how to build a system that makes capital allocation decisions easier and better.
Jurisdictions Are Competing Like Products
UK's FIG regime is a 4-year runway, not a permanent home. Italy's flat tax hit €300k but still makes sense above €1M income. M&A confidence at six-year highs. Secondaries are mainstream now. Three shifts every founder should understand.
Life OS
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Win the Game to Leave the Game
Games exist whether you acknowledge them or not. Most founders who've won the wealth game keep playing — not because they want to, but because nobody told them they could stop.