A working publication

Questions worth
working through.

Current evidence, an operating point of view, and a practical next step.

In the series From the researchAbout the series

Published

Marking the portfolio while raising the next fund 

What Brown, Gredil, and Kaplan found about private equity fund valuations reported during fundraising, and how I would design a small investment firm's reporting, its review of incoming marks, and its record around a raise.

Revised

Who gets the AI assistant first 

What Brynjolfsson, Li, and Raymond found when a software firm gave its support agents an AI assistant, and how I would decide who at a small investment firm gets one first and how to watch quality.

Revised

Before a model screens the firm's deal flow 

What Maxime Bonelli found about venture firms that adopted data technologies for screening, and how I would decide whether a small investment firm should let a model rank its pipeline.

Revised

Letting a model into the investment decision 

What Csaszar, Ketkar, and Kim found when they compared language models with investors at generating and judging startup strategies, and how I would decide where a model belongs in a small investment firm's decision.

Revised

What the firm writes down after an incident 

What Woods, Böhme, Wolff, and Schwarcz found about how cyber insurance and breach attorneys shape incident response, and how I would plan the record a small registered adviser keeps after an incident.