Insights
Written when we have something to say.
No publishing calendar. These are the notes we would send a founder privately, made public because the same questions keep coming up.
Firm · 5 min
What we look for, written plainly
Most investment criteria are written to sound impressive. Here is ours, including the parts that make us look narrow.
David Chen · February 18, 2026
Playbook · 7 min
Pricing before you have product-market fit
Charging early is the fastest honest signal available to a young company. Most founders delay it for reasons that feel principled and are not.
Marcus Webb · January 29, 2026
Notes · 8 min
Notes on the agent layer
Two years into the agent wave, the durable businesses are not the ones with the best demos. A short set of observations from twenty investments.
Priya Nair · January 12, 2026
Firm · 5 min
How we run diligence, and why we share the notes
Most diligence happens out of sight of the founder. We do it differently, mostly because the alternative is a worse decision made more politely.
Sofia Ramos · December 8, 2025
Firm · 4 min
On staying small
We closed Fund IV smaller than we could have raised. The reasoning is unfashionable and worth explaining.
Amara Okafor · November 20, 2025
Questions these did not answer?
Write to us. We answer most email within a couple of days, whether or not you are raising.