Dispatches

Insights from the build.

Analytical notes on venture mechanics, technical founder dynamics, and what we observe from 10 teams building in physical proximity.

Batch Velocity
4 / year
Continuous intake
Time to Clarity
90 Days
Total build cycle
Portfolio Alpha
8-12%
Structural leverage
Selected Memos

Dispatches & Whitepapers

APRIL 12, 2024
The Philosophy

Why 90 days in physical proximity matters

Physical co-location compresses what remote-first work takes 18 months to achieve. In a 90-day cycle, every hour counts.

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MARCH 28, 2024
The Economics

The technical equity mathematics

15% equity sounds expensive to the uninitiated. Here is why it is actually the cheapest capital a technical founder can take.

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MARCH 15, 2024
The Process

Commit-level diligence as a new standard

90 days of continuous commit history replaces the traditional pitch deck for institutional-grade acquirers.

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