Not a firm. Not signals. A short list of engagements I take on when the fit is right — usually alongside operators, founders, or funds who want a second set of eyes on the book, the thesis, or the research process itself.
You have a book, a thesis, or a fund — and you want someone to actually pressure-test it. You're not looking to be told what to buy; you're looking for a real second brain on decisions you've already framed.
I don't run a signal service. I don't sell newsletters, alerts, or "next 10x" lists. If that's what you're looking for, I'll cheerfully point you elsewhere.
Founders, allocators, or newer PMs who want the research + review cadence that produces good decisions — repeatedly — rather than a single hot take.
Nothing here is investment advice. If you need someone with a fiduciary license managing money on your behalf, that's a different service and I'm not the person.
No slides, no sell. If we're not a good fit, I'll say so.