An agentic system for LBO models and simulations
A walkthrough from a banker’s CIM to model inputs, three underwriting cases and a Google Sheets workbook.
AI, private equity and operations
I’m a Forward Deployed AI Operating Principal in the Bay Area. I build software alongside teams and work with leadership on AI strategy and adoption.
Personal notes and views.
More about meA walkthrough from a banker’s CIM to model inputs, three underwriting cases and a Google Sheets workbook.
How AI fits into research, analysis and the day-to-day work of portfolio companies.
Understanding a company’s needs, choosing a useful starting point and building software around the work.
Product decisions, engineering tradeoffs and the practical work of building a company.
Questions about how businesses work, from company research and reporting to day-to-day operations.