DEAL ANALYSIS
I built a tool that stress-tests your deal
What happens when expenses outrun revenue—or the buyer demands a higher cap rate? Put your own numbers under pressure.
Read the articleTHE IDEAS BEHIND THE DEALS
Notes from
my desk.
Deal breakdowns, investor questions, and what I’m seeing in private capital. Selected articles from my newsletter, all in one place.
INVESTOR FRAMEWORK
What I check before I read a single number
The sponsor. The incentives. What has to go right. Three questions I ask before opening a spreadsheet.
Read the articleFROM MY DESK
What’s actually crossing my desk this week
Three conversations about pitch decks, deal structure, and the pre-close costs slowing down capital raises.
Read the articleKeep reading in the newsletter archive.
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