Your Cart is Empty
Capital & Markets
Capital is one of the ways possibility becomes real.
I have spent decades around early-stage public companies, financings, investors and markets. This hub brings together the different sides of that experience: raising capital, building and evaluating public ventures, and trading the securities those ventures become.
Start here
How to Raise Capital for Your Business: The Complete Process
A practical framework for preparing the business, building an investable opportunity, finding investors, creating momentum and closing a financing.
What Is Public Venture Capital?
My framework for understanding early-stage ventures financed and built through the public markets.
How I Think About Trading: A Simple Framework for Reading Markets, Managing Risk & Executing Trades
My cornerstone Trading & Markets framework for reading market structure, planning trades, managing downside and improving execution.
Is Your Business Actually Ready to Raise Capital?
A practical readiness check before you begin approaching investors.
Raising Capital
Readiness → investability → investor fit → target list → outreach → lead order → book → close.
Start with the complete Raising Capital guide. Additional pieces on investor targeting, outreach, lead investors and running the book are being added as the series is published.
Public Venture Capital
I keep coming back to four things: People → Project → Structure → Capital.
Start with What Is Public Venture Capital?. I am expanding this section with deeper pieces on evaluating small-cap companies, share structure, financings, catalysts and due diligence.
Trading & Markets
Investing asks what the company could become. Trading asks what the security is likely to do next.
Start with How I Think About Trading. From there, the series goes deeper into market structure, support and resistance, swing and breakout setups, risk, psychology and execution as those pieces are published.
Related ideas
Capital does not operate separately from strategy. For the company-building side of the equation, read How I Think About Business Strategy & Transformation.