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Insights

Notes on raising capital, positioning and how investors read a company.

  1. Investment readiness

    What investors check before a first meeting

    Most first meetings are decided before they happen. What an investor checks in the ten minutes before they agree to meet, and how to answer it on the page.

  2. Positioning

    Positioning comes before the deck

    A deck is a record of decisions. If the company's position isn't settled first, the deck becomes a list of everything the company could be. What to decide, and in what order.

The Briefing

A short email every two weeks: what we are seeing in raises and positioning, with anonymised examples. Each issue stays email-only for three months; the best are published here after that.

No other emails. Unsubscribe from any issue.