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Field Notes from the Deal Table

Insights & Perspectives.

What we've learned running capital raises, restructurings, and transactions from the inside. Written for operators, founders, boards, and the people who fund them.

01 Capital Markets
02 Restructuring
03 M&A
04 Fractional Leadership
11 Articles
What Are Capital Advisory Services in the USA and How Do They Help Businesses Grow? 29 Aug 2026
Capital Advisory

What Are Capital Advisory Services in the USA and How Do They Help Businesses Grow?

Rarely about finding money. It is about deciding what kind of money the business should take, and what that choice commits you to.

5 min read Simit D. Shah
What Services Do Corporate Finance Consultants Provide to Businesses in the USA? 28 Aug 2026
Corporate Finance

What Services Do Corporate Finance Consultants Provide to Businesses in the USA?

Not one service but four distinct disciplines: planning, modeling, investment advice and risk control. Businesses buy them for different reasons.

5 min read Simit D. Shah
What Are the Three Financial Statements Used in Financial Modeling? 27 Aug 2026
Financial Modeling

What Are the Three Financial Statements Used in Financial Modeling?

Read separately they mislead. Linked properly they tell you whether the plan in front of you actually holds together.

4 min read Simit D. Shah
Why Conversion Mechanics Matter for Business Growth in the USA 26 Aug 2026
Cap Table

Why Conversion Mechanics Matter for Business Growth in the USA

Conversion terms are agreed early and quietly. They then decide who owns what at the priced round or the exit.

5 min read Simit D. Shah
How Does Corporate Finance Help Businesses Optimize Capital Allocation? 25 Aug 2026
Corporate Finance

How Does Corporate Finance Help Businesses Optimize Capital Allocation?

Every dollar spent is a choice about which version of the company you are funding. The discipline is in making that choice deliberately.

4 min read Simit D. Shah
How Does the Health Diagnostic Testing Process Work From Sample to Results? 24 Aug 2026
Healthcare

How Does the Health Diagnostic Testing Process Work From Sample to Results?

Collection, identification, analysis, verification, release. Where that chain is well run, patients get answers faster.

4 min read Idris Elgabalawy
Is AI Integration the Missing Link in Your 2026 Business Growth Strategy? 13 Aug 2026
Growth Strategy

Is AI Integration the Missing Link in Your 2026 Business Growth Strategy?

Almost every company now uses AI. Fewer than two in five see it anywhere in enterprise EBIT. The gap is not technological.

11 min read Simit D. Shah
How Should US C-Suite Executives Navigate Political Polarization in the Workplace? 10 Aug 2026
C-Suite

How Should US C-Suite Executives Navigate Political Polarization in the Workplace?

Treated as a culture-war question, it is unsolvable. Treated as an operating problem with a measurable cost, it is manageable.

11 min read Idris Elgabalawy
Why Is Manual Cap Table Management Costing US Startups Their Seed Funding? 05 Aug 2026
Cap Table

Why Is Manual Cap Table Management Costing US Startups Their Seed Funding?

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.

10 min read Simit D. Shah
How Is AI Transforming Efficiency in Modern US M&A Transactions? 29 Jul 2026
M&A

How Is AI Transforming Efficiency in Modern US M&A Transactions?

The gains are real, measurable, and concentrated in a much narrower band of the deal than the marketing suggests.

11 min read Simit D. Shah
What Are the Key Differences Between Multi-Family and Single-Family Advisory? 22 Jul 2026
Family Office

What Are the Key Differences Between Multi-Family and Single-Family Advisory?

Usually framed as a cost question. It is really a question about who owns the judgment when a decision is close.

10 min read Idris Elgabalawy

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