Writing

Practitioner notes on fund technology and agentic AI in private markets — the kind of material that's oddly missing from the internet: what the software actually has to do. First pieces are in the pipeline:

  • European vs American waterfall: what the software actually has to do
  • The fund-onboarding agent: reading legal documents with LLMs
  • Vendor, extend, or build: a decision framework from $350B of wires

Until then, the case studies are the best reading on this site.