GP @ Outlaw | Founder @ Confluence.VC
May 12, 2026
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13 min read
A manifesto on the origins of alpha and why the investment firm of the future will be built on top of a writing portfolio
Apr 2, 2026
20 min read
Thesis unbundling, research from $5b founders, takeaways from year one, and the firm blueprint for the future
Dec 30, 2025
11 min read
My take on the state of the venture market, the new playbook for first-time funds, founder personas I am betting on, some things I am thinking through, and a small request
Sep 30, 2025
6 min read
Seed investing is dead, investing in lines (not dots), warranting fit, media-first funds
Jun 30, 2025
Audiences and AUM, narrative capital, accelerating the process for building trust, and creating a public repository for proving taste
Apr 8, 2025
5 min read
Chapter one, building a firm from scratch, thematic investments for private markets investors, and the pursuit of distribution
