The long
view.
Notes on businesses, markets and the ideas worth thinking about twice. A research desk, not a ticker tape.
01 / For founders
Two doors. Pick the one that fits.
My Angel Fund / Pre-revenue
Tell me what you are building.
A short note is enough. If the fit is right, you will hear back.
Post-revenue / Summit Capital
You are further along. Talk to Summit.
Post-revenue companies are a better fit for Summit Capital (WIEC), the cross-Pacific investment and incubation platform. Continue to their site to start that conversation.
02 / The index
Follow a thread.
03 / In progress
Research notes are in preparation; no fabricated performance or holdings.
This is the beginning of the collection. Return as new work is published.