What's changing right now. Playbooks explain the system. Signals track what's shifting — in private markets, wealth structures, and founder behaviour — so you can move before the crowd notices. Published weekly. Pattern recognition for founders managing their own capital.
You can hand your money to an adviser, a wealth manager, a private bank or a multi-family office, and each sells something different. What you're shown depends on how the firm is paid, and one email this week tells you.
After selling a business, many founders keep months or years of spending in cash. Bank deposits, money-market funds, gilts, and gold each protect you from a different risk and earn different after-tax, inflation-adjusted returns. Five questions help you check where your cash sits.
Many founders spread their investments but keep their bank, holding companies, home and passport in one country. Here's how to diversify those too, what it costs, and a 10-minute check you can run yourself.
Can AI do the due diligence on a fund or a deal for you? In a 2026 test, the best model got 57% of questions on SEC filings right, even with the right passages in front of it. You'll also see what one evergreen fund's small print says about fees and getting your money out, and get a prompt to try.
Hedge funds can help your portfolio lose less in a bad year, and they often make less in good ones. On $1m over five years, a feeder could leave you a little over half the gain after both layers of fees. Five questions to ask before you invest in one.
Once they've sold, many founders put their money back into what they already know, often without noticing. Why that happens, and how to check your own holdings.
Most of your wealth sits in one company, and the sale is the move you spend years picturing. Why it's OK to take some money off the table as the business grows, what that does for your risk and your stress, and what two founders got from billion-dollar valuations.
Anthropic put a price on the packaged adviser stack last week, and the people who sell that software for a living were the least excited in the room. Look at what shipped and you can see who it was built for. If you run your own money, the tool is the cheap part and the checking is still yours.
Sooner or later someone suggests hiring one person to coordinate the accountant, the lawyer and the portfolio manager. Whether that's a hire or still you is a question of stage, not how much you have. What it costs, and the page worth writing before you look for anybody.
Most founders carry a number in their head, and many set it against the company's valuation. Carta's ownership ladder shows how little of that number is theirs by Series C, and why the version that survives the exit is the one written down early, on your own balance sheet.
Founders arrive at liquidity expecting to keep the pace of the business, and that pace is where money gets lost. Mindset first, then people, then four buckets that give every part of the money a job before any deal gets a yes. The order matters more than the picks.
Most founders with $5M–$100M already run their money themselves, with professionals on call and no staff on payroll. That arrangement has never had a name. This week it gets one, and a standard to run to.
