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The work

Where I can help

Examples of the investment, business-development and operations work I advise on and teach.
  1. 01
    Allocator investing

    Manager diligence

    Use AI for a first-pass review of a manager’s strategy, team, track record and terms.

    What deserves a closer look?

  2. 02
    Direct investing

    Earnings read-through

    Review what customers, suppliers and competitors are saying about demand and pricing.

    What is the rest of the industry telling you?

  3. 03
    Business development

    Prospect research

    Research which investors fit your strategy and who to contact.

    Who covers your strategy?

  4. 04
    Operations

    New investment setup

    Prepare investment setup paperwork and flag missing information.

    The investment is approved. What is holding up the setup?

The examples use sample documents and data. They are not client case studies.

Approach

In a working session

  1. 01
    Choose a task
  2. 02
    Work through an example
  3. 03
    Check the result
  4. 04
    Practice with your team
Next step

Tell me where your team
could use help.

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