Writing & Analysis
Essays on what I'm building and learning
Long-form thinking on private markets, healthcare venture, corp-dev, and building without inherited networks. Newsletter: What the Data Room Doesn't Say, on Substack.
Subscribe →Start here
For students & founders
New to my work? Read the featured essay, then work with me if you're a leader, founder, or student facing a decision.
After years inside corporate development watching deals get priced on gut and precedent, I built the thesis for Value Alpha: institutional data and analytics for an asset class that has operated on relationships and PDFs for decades. This is the full argument, why the tooling is broken, what fixing it requires, and why it's a defining infrastructure opportunity in finance and AI.
Healthcare Investing Through an Operator Lens
Most VC funds evaluate healthcare founders on market size. I evaluate whether their operational claims hold up, because I've been inside complex systems.
What Corp Dev Taught Me About the Real Price of Private Companies
Valuation models in private markets are mostly fiction. What actually drives price is the buyer's strategic rationale, which almost never matches the model.
The Information Asymmetry at the Heart of Private Markets
Public markets have Bloomberg. Private markets have conversations and PDFs.
on Substack Subscribe →