Writing

Points of view, numbers attached.

How I think about AI value creation, operating, and diligence. Written to be forwarded to an investment committee, not to fill a feed.

Jul 2026

What an AI operating partner actually does between entry and exit

The job is not AI. The job is the earnings bridge. A working definition of the seat, from underwriting through exit prep.

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AI in the P&L · a monthly note

Once a month, one page: what actually moved a number this month, across my companies and the market. Written for fund partners and boards. No list software, no funnel; I send it myself.

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