Playbooks

Playbooks

The system, documented. Playbooks are structured guides for building and protecting capital — not opinions, predictions, or takes. Read them in sequence. Revisit as your situation evolves. Apply when ready.

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The Founder's Guide to AI-Enabled Roll-Ups
Playbooks · Featured

The Founder's Guide to AI-Enabled Roll-Ups

General Catalyst and Thrive Capital have deployed billions to buy accounting firms, MSPs, and call centres, then transform them with AI. This playbook explains the model, the players, and what it means for founders who might sell, invest, or build.

Running a Family Office Under $100M
Playbooks · Featured

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.