RESOURCES

A closer look at
investment work.

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

Analyzing a pitch deck with ChatGPT or Claude: why the verdict comes out too optimistic

Three reasons general-purpose AI assistants overrate a deck, and a prompt you can copy to get a critical read.

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

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

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

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

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

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

A practical method for checking a deck against public registers, market data, and competitor offerings without mistaking leads for proof.

We open access in small batches.
Each fund starts with a deck it has received.