Field Notes from the Deal Table
What we've learned running capital raises, restructurings, and transactions from the inside. Written for operators, founders, boards, and the people who fund them.
No recycled market commentary. Every piece below comes out of live mandates: what lenders asked, what boards missed, and what actually moved the outcome.
13 Aug 2026
Almost every company now uses AI. Fewer than two in five see it anywhere in enterprise EBIT. The gap is not technological.
10 Aug 2026
Treated as a culture-war question, it is unsolvable. Treated as an operating problem with a measurable cost, it is manageable.
05 Aug 2026
A spreadsheet cap table survives incorporation and three SAFEs. It breaks at the priced round, in front of the one audience that cannot un-see it.
29 Jul 2026
The gains are real, measurable, and concentrated in a much narrower band of the deal than the marketing suggests.
22 Jul 2026
Usually framed as a cost question. It is really a question about who owns the judgment when a decision is close.
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Reading about it only goes so far. If any of the above maps to a decision on your desk right now, we're built to step in early and lead.