Concentration Risk After Selling a Business: How to Check Yours
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.
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. Portfolio construction, alternatives access, private equity, manager selection, and investment governance.
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Building Wealth While You're Still Building the Company
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.
How Much Is Enough for a Founder?
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.
Your Safe Money Is Probably the Same Bet as Your Business
Founders count the pension and the index fund as the diversified side of the balance sheet. With the top 10 stocks at 44% of the S&P 500 and the seven biggest, all tech, at about a third, that money is often the same bet as the business.
Barbell Wealth - Why the Safe Middle Is the Most Dangerous Position
Most post-exit founders park their wealth in "balanced" portfolios that feel safe but hide fragility. The barbell approach — combining radical safety with calculated asymmetry — is a better model for wealth that needs to survive decades.
Taking Money Off the Table Doesn't Mean You've Stopped Believing
Taking money off the table doesn’t mean you’ve stopped believing in your investment. It’s a strategic move that reflects confidence while also securing some gains.
Angel Investing for Founders
Every founder gets pitched by other founders. Most become angel investors by accident, not design — and most break even at best.
Family Offices Are Pouring Capital Into Healthcare
Family office direct investing more than doubled in 2025 to $12.9bn, with healthcare second only to AI. On Sunday, Citi named — in its own corporate language — which part of the adviser job AI now does. Two reorganisations in the system around founder wealth, happening at once.
Largest IPO in History Isn't the Whole Story
SpaceX filed for a $1.75 trillion IPO. Cerebras followed with its S-1. But two other stories in the same ten days — private credit gates at four major funds and a record $225 billion secondaries year — matter more for most founders holding concentrated paper.
Portfolio Stress Test — Oil Shock, Stagflation, and What Breaks First
The S&P 500 just posted its worst quarter since 2022. Oil surged 73% in ten weeks. Private credit funds are capping redemptions. And gold quietly outperformed everything. For founders who built portfolios in a low-rate, stable-energy world, every assumption is being tested at once.
NAV Financing: How to Access Liquidity Without Selling Your Private Portfolio
Most founders deploy heavily into private markets after exit — then discover they have no good way to access cash when they need it. NAV financing lets you borrow against the combined value of your private portfolio without selling anything.
Leverage and Debt: The Wealth-Building Tool Most Founders Ignore
Founders who bootstrapped hate debt. But strategic borrowing is how wealthy families build faster and more tax-efficiently. Here's how to think about using debt for wealth building — without becoming the cautionary tale.