Kaveri Rangappa·Sep 6How One Growth Number Turns $7.6M Into $30MBy the end, you’ll build a discounted cash flow by hand and watch it break.
Kaveri Rangappa·Sep 3Three Statements, One Business: Why Profit Isn’t CashBy the end you will be able to build a one-month, three-statement model of a small business on paper, break it by changing one input, and…
Kaveri Rangappa·Aug 21The Health Seed Deck Just Inverted. Your Accuracy Slide Is Now The Cheapest Thing In The Room.Five years ago a deck had to prove the thing worked. In 2026 it has to prove someone will pay for proof. That is a different document, and…A response icon1A response icon1
Kaveri Rangappa·Aug 17Investment Thesis vs Investment Memo: One Says No, The Other Says YesWhy The Difference Costs Money In Early-Stage Healthcare, With Evidence From India’s ABHA Rollout And The UAE’s Health Data Law
Kaveri Rangappa·Aug 11Venture Capital, Explained Without The Jargon, And Why Healthcare Vertical AI Will Rewrite ItA fund manager runs on a ten-year clock. A physician runs on evidence. The next five years are about what happens when those two things…
Shift DeFi·Jun 9The illusion of diversification: hidden correlations in DeFi portfoliosAt first glance, most DeFi portfolios look… pretty solid.
Builder Thesis·May 19Web3 Is Not Dead — It Just Shed Its Skin.A research note for investors and venture practitioners | May 2026
Belkin Marketing Team·Mar 16How Tech Founders Meet High-Net-Worth Investors: A Practical Guide To Meet Your First HNWIThe fastest path to institutional capital runs through invitation-only gatherings you’ve never heard of. Here’s how founders actually get…
Fiona Darmon and Merav Weinryb·Mar 9Venture Capital Needed a Liquidity Layer. Secondaries Created It.A continuation of “How the Secondary Market Is Reshaping the Path to Building Global Technology Companies” Published January 13, 2026
