Notes

From the founder

Observations on private markets, deal flow, fundraising, and building software for investment firms.

Relationship Memory Is a Competitive Advantage and Most Small Funds Don't Have It.

Large platforms have institutional memory by default. Small funds rely on people. That works until someone gets busy, or leaves. Why preserving relationship history across the firm is a real competitive advantage.

Most Raises Don't Fail at the Start. They Stall in the Middle.

The beginning of a fundraise feels like momentum. Then the middle arrives. That is where many raises quietly stall, not because the strategy is weak, but because the pipeline loses structure.

Excel Is Not a CRM. But You Already Know That.

Most small private capital firms still use Excel for deal tracking and LP management. There is nothing wrong with that as a starting point. But after a certain point, the limits become real too.

The Limited Partner You Haven't Called in 90 Days Is Talking to Someone Else

There is a quiet version of fundraising failure that does not get talked about enough. It is the LP who would have invested -- but nobody followed up.