Investment due diligence: a complete guide
A complete guide to investment due diligence: the workstreams, the questions investors ask, the red flags that matter, the data room, and how findings become a defensible memo.
9 articles · 2 free resources
Guides
Guides to the work behind an investment decision
Three deep topics, each collecting every article we have written on it alongside the checklists and free calculators that do the same job in practice.
Pillars
Start with a topic
Each guide is a reading order, not a link dump — the articles run in the sequence the work happens.
Market sizing: TAM, SAM and SOM done properly
How to build market size from the bottom up: what belongs in TAM, SAM and SOM, how to calculate serviceable obtainable market from channel capacity, and how sizing interacts with defensibility.
3 articles · 1 free resource
Startup financials: unit economics, runway and valuation
A guide to the financial questions that decide early-stage outcomes: CAC, LTV and payback, burn rate and runway, how much runway to hold, and how pre-revenue companies get valued.
6 articles · 2 free resources