Engagement · 01
Thesis review
$4.8k · one-off, 2 weeks
  • 90-min working session on your current thesis or trade
  • Structured written critique — assumptions, risk, invalidation
  • Second-opinion memo you can share with partners
  • One follow-up call after the position moves
Discuss →
Engagement · 03
Research retainer
$6k/mo · rolling, 3-month min.
  • Two working sessions / month + async access
  • Custom research briefs on themes you're sizing into
  • Weekly notes on positioning + risk you actually hold
  • Templates for your own trade journal + review cadence
Enquire →
Who this is for

Right fit,
wrong fit.

Right fit

You already do the work

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.

Wrong fit

You want signals or picks

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.

Right fit

You want the process, not the outcome

Founders, allocators, or newer PMs who want the research + review cadence that produces good decisions — repeatedly — rather than a single hot take.

Wrong fit

You need a regulated advisor

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.

Next step

Every engagement
starts with a 30-minute call.

No slides, no sell. If we're not a good fit, I'll say so.

Book intro call → Or email direct