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.
Taras
Entrepreneur, Operator, Investor. 20+ years building businesses across the UK, Europe, China, and emerging markets. Now a Partner at a wealth management firm. Playing RPG Life, sharing what I learn.
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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.
Prediction Markets: An Investor's Framework
How sophisticated allocators are evaluating a $44 billion market that's either the next asset class or the next regulatory casualty.
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.
Decision Framework: Is an AI Roll-Up Right for You?
A comprehensive framework for deciding whether to join an AI-enabled roll-up. Assess your readiness, evaluate specific opportunities, and make the decision with clarity—not just hope.
When to Walk Away: The Hardest Decision in the Process
The ability to walk away is the only real leverage you have. But after months of negotiation, legal fees, and emotional investment, walking away feels impossible. That's exactly when it matters most.
Due Diligence: The Questions That Actually Matter
Due diligence isn't supposed to be one-directional. The buyer investigates you. You should investigate them. Here's what to ask, who to call, and which answers should make you walk away.
Integration Playbook: What Actually Happens After You Sign
What actually happens after you sell to an AI roll-up? Timeline reality, technology deployment, team retention, and survival strategies from founders who've been through it.
Investment Thesis: Evaluating AI Roll-Ups as a Capital Allocator
You've built wealth. Now you're being pitched to deploy it into the same AI roll-up platforms that acquired your peers' firms. Before you write the check, understand what you're actually buying—and what would need to go right for returns to justify the risk.