Managing Director · Single Family Office
Track Record
Over 50
transactions across private and public markets
Anchor Outcomes
4.6× · 5.8× · 3.1×
Series A through IPO · Physical AI Series A · Public PIPE
Portfolio
Multi-Strategy
venture through public equities
Governance
Board Experience
Director · Observer · Corporate Officer
01 / Approach
The mandate is broad on purpose: private and public markets, equity and credit, the whole capital structure. A family office balance sheet has no style box to defend and no fund clock to beat. It can be the right capital for the deal as the deal actually is.
The work happens before the position exists. Every deal is stressed against the range of futures it might face, including the ones nobody wants to discuss. Sizing follows. The positions that have worked are the ones whose downside I have already modeled.
02 / Portfolio
03 / Operating Principles
01
Conviction starts with the downside. I pressure-test unit economics and focus on the few things that would genuinely break the thesis before sizing a position. The quality of the "no" matters as much as the quality of the "yes."
02
Strong governance compounds quietly. Information rights and protective provisions are operating infrastructure, not legal cleanup, and most of the optionality in a deal lives in terms negotiated before close.
03
Management quality is a screen, not a checkbox. The operators I back can explain their unit economics without a deck and treat investor capital as a constraint to respect. The economics have to work, but the people are what make the underwriting hold up.
04 / Experience
01 / Eight years
Over 50 transactions
Led 24 investments totaling $108M committed and supported 29 more across direct and fund commitments. Scope covered sourcing, diligence, structuring, and post-close monitoring across private and public markets.
02 / Across the portfolio
Board Director & Observer
Negotiated information rights, board representation, and protective provisions into the deal docs themselves. Carried those rights through onto boards and into quarterly cadence.
03 / From scratch
Weeks → Days
Built repeatable investment workflows from scratch: screening criteria, memo frameworks, decision processes, portfolio reporting. Decision timelines went from weeks to days. The same instinct now applies to a different layer of the stack. I build proprietary tooling on top of language models so a small team operates like a larger one.
04 / Lean capability
Team of three
Hired and trained the investment team. Built diligence playbooks and an operating cadence focused on decision quality over bureaucracy.
