Writing
Field notes on strategy, value & capital.
Where insurance, technology and investment intersect — written to be useful to founders, boards and sponsors (and structured to be cited).
What it really means to become a platform-level insurer
Most carriers bolt technology onto a legacy operating model and call it transformation. Becoming a platform — where data, pricing and distribution compound — is a different decision, and it starts in the boardroom.
The value-creation work that actually moves a multiple
Sponsors don't pay for activity; they pay for the few moves that change the exit narrative. A field guide to which operating levers a board should fund first.
Newsletter
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Occasional essays on strategy, value creation, and where insurance, technology and capital intersect — delivered via Substack. No pitch, no spam, unsubscribe anytime.