RESOURCES
A closer look at
investment work.
Practical, source-backed guides for venture investors: metrics, diligence, investment memos, and AI review.
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.
Read the article ↗INVESTMENT COMMITTEE · PROCESSWriting an investment memo that helps the committee decide
Connect conviction, evidence, uncertainty, and conditions for reconsideration without turning the memo into a document inventory.
Read the article ↗DUE DILIGENCE · SAASNRR 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.
Read the article ↗DATA ROOM · COLLABORATIONOrganizing 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.
Read the article ↗MARKET · ASSUMPTIONSBottom-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.
Read the article ↗ARTIFICIAL INTELLIGENCE · REVIEWReviewing 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.
Read the article ↗Your next deal.
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Explore Casian with us, from the first document
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