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 Oct 2026
Governance, financial, commercial, IP and HR records: what buyers and investors expect to find in your data room, and in what order.
09 Oct 2026
Forecasting, working capital discipline and seasonal planning that keep a growing Phoenix business from running short of cash.
05 Oct 2026
Distressed debt, carve-outs, recapitalizations and urgent sales: what makes a transaction a special situation, and why speed matters.
30 Sep 2026
The metrics, cadence and reporting discipline that turn investor and lender updates into lasting confidence.
25 Sep 2026
Rising acquisition costs, new products and new territories: the moments when a business needs a formal go-to-market plan.
21 Sep 2026
Transformation, turnaround discipline and the operating priorities that separate performing leadership teams from stalled ones.
16 Sep 2026
Investment oversight, tax and estate structuring, deal vetting and succession: what a family office actually does for a family.
11 Sep 2026
Why forward-looking models, not backward-looking reports, decide how fast and how safely a Phoenix company can grow.
07 Sep 2026
How founders use forward-looking equity tables to see dilution, option pools and exit payouts before signing a term sheet.
02 Sep 2026
More than bookkeeping: the capital, investment and growth decisions that advisors help Phoenix businesses get right.
29 Aug 2026
Rarely about finding money. It is about deciding what kind of money the business should take, and what that choice commits you to.
28 Aug 2026
Not one service but four distinct disciplines: planning, modeling, investment advice and risk control. Businesses buy them for different reasons.
27 Aug 2026
Read separately they mislead. Linked properly they tell you whether the plan in front of you actually holds together.
26 Aug 2026
Conversion terms are agreed early and quietly. They then decide who owns what at the priced round or the exit.
25 Aug 2026
Every dollar spent is a choice about which version of the company you are funding. The discipline is in making that choice deliberately.
24 Aug 2026
Collection, identification, analysis, verification, release. Where that chain is well run, patients get answers faster.
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.
No articles in this category yet. Check back shortly.
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.
