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RESOURCES

A closer look at
investment work.

Practical, source-backed guides for venture investors: metrics, diligence, investment memos, and AI review.

SCREENING · REVENUE

Revenue vs. ARR: assessing revenue quality in VC screening

Turn a number in a pitch deck into a defensible metric by checking definitions, contracts, reconciliations, and renewal exposure.

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INVESTMENT COMMITTEE · PROCESS

Writing an investment memo that helps the committee decide

Connect conviction, evidence, uncertainty, and conditions for reconsideration without turning the memo into a document inventory.

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DUE DILIGENCE · SAAS

NRR and GRR: what retention reveals and what it hides

Look past a single retention rate to understand expansion, churn, concentration, and differences across customer segments.

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DATA ROOM · COLLABORATION

Organizing a data room that moves diligence forward

Folders are only the starting point. Connect each document to a question, a date, and an investment decision.

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MARKET · ASSUMPTIONS

Bottom-up market sizing for venture investors

Build an estimate from buyers, pricing, and adoption constraints instead of taking an arbitrary share of a large market.

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ARTIFICIAL INTELLIGENCE · REVIEW

Reviewing AI-generated analysis before investment committee

A citation is not enough. Check the source, context, calculations, and inference before relying on an AI-generated conclusion.

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