Why recurring revenue beats chasing a big exit
Recurring revenue provides stability and growth for durable businesses.
Read article →How to pitch a venture studio
Crafting a winning pitch for a venture studio requires clarity, focus, and understanding its values.
Read article →Retention is the real moat
Retention is the foundation for durable software businesses.
Read article →What a venture studio actually does
A venture studio builds startups from scratch, offering deep involvement and strategic oversight.
Read article →How AI changes the unit economics of a small software company
AI can transform small software companies by enhancing operating leverage and margins, but it's not a magic solution for every challenge.
Read article →The case for boring, durable software in the age of AI
Durable software businesses are designed to last, focusing on sustainability and long-term value.
Read article →Build versus buy: how a venture studio decides
Deciding between building or buying software depends on the goals and resources we have at hand.
Read article →How we evaluate a software business before we build or buy
We evaluate software businesses with a focus on durability, revenue, retention, margins, and AI leverage.
Read article →What is an AI evergreen company?
A durable, capital-efficient software business that uses AI as leverage instead of as the story. Here is the definition and the four tests we use.
Read article →Why we install operators instead of running companies ourselves
Our operator-led model ensures focused execution and sustainable growth.
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