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.
Investment Office
The infrastructure layer of serious capital. For founders entering allocator mode — building the systems, governance, and decision processes to deploy capital with institutional discipline. This is where wealth becomes a machine.
Latest
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.
The Investment Thesis: Evaluating AI Roll-Ups as a Capital Allocator
Framework for evaluating AI-enabled roll-ups as investments. Return expectations, due diligence for allocators, portfolio fit, and the questions sophisticated capital asks before committing.
The Money Behind the Movement
Who's betting billions on AI roll-ups and how their strategies differ. Detailed profiles of the key players and their portfolio companies.
The One-Page Framework
The entire playbook, condensed. Core principles, key questions, warning signs. Bookmark this. Come back when you need it.
Private Equity for HNW Investors: Guide to Direct Deals & Club Investing
How family offices and HNW investors are accessing private equity through direct deals and club investing. Covers due diligence, tax strategies including QSBS, and building real deal flow.
The Complete Guide to Investment Strategies and Styles
Investment strategies are building blocks. Your portfolio is the structure you build from them. This guide breaks down the major approaches to investing.
Implementation Principles
The biggest implementation mistake is rushing. Take time, develop a plan, execute rigorously.
Building Your Advisory Team
You need advisors. But having advisors isn't the same as having a team. Most founders either have too few, too many, or the wrong ones entirely.
Income Generation Strategies
After the exit, you still need to pay for life. Most founders default to selling investments when they need cash. There's a better way to think about it.
Portfolio Construction for Founders
Standard portfolio advice wasn't designed for you. You got rich through concentration, not diversification. Here's how to build a portfolio that reflects founder reality.
60/40 Portfolio Is Dead: How HWN Investors Allocate Capital
HNW investors are abandoning the traditional 60/40 portfolio in favour of real assets, private equity, and alternatives.