§ 01Divisions
Four practices.
One operating system.
Each division ships independently — but they share the same playbook, research and bench of operators.
§ 02Manifesto
Five rules we won't break.
They sit on the wall in every office. They get challenged once a quarter. They have not changed since 2019.
- R/01We do not predict the future. We instrument the present so you can survive any of them.
- R/02Tech and finance are no longer separate disciplines. Treat them as one stack.
- R/03Advice without skin in the game is entertainment.
- R/04Compounding beats cleverness. Boring beats charismatic. Ship anyway.
- R/05The next decade will belong to small teams with sharp tools and patient capital.
§ 03Method
How an engagement runs.
01
Intake
A two-week diagnostic. We map your tech, capital and market posture into one operating brief.
02
Thesis
We commit a written thesis: where you are, where the world is going, where to place your weight.
03
Operate
Embedded for 90 days. Architecture, hiring plans, term sheets, content engines — whatever ships the thesis.
04
Compound
Quarterly retainer thereafter. We stay close. The thesis gets revised, not the relationship.