The founders investors didn’t recognise. And what the evidence said.
Every issue reads one deal: what the room recognised, and what the evidence showed. M&A, valuation and due diligence are the evidence. Resemblance is what the room funds.
Subscribe on LinkedInThe pedigree, the pitch, the founder who looked like the last winner.
The diligence finding, the valuation, the record.
Something you can check in your own deal flow before Friday.
Two reads to start with. Both are on the public record.
Each one sets what the market believed against what the numbers said.
- The Red Flags That Cost WeWork $38 Billion
A founder the room recognised, and the warning signs the evidence carried all along. - Remember the dot-com boom and the bust?
What a market funds when every company looks like the winner.
One deal per issue. Never a living founder in the dock.
What it recognised.
The signals investors, buyers and boards reacted to.
What it showed.
Due diligence, valuation and the public record, read the way I read them at the deal table.
One task.
A check you can run on your own pipeline this week.
Cases come from the public record, adjudicated matters, or my own engagements anonymised beyond recognition, with every client’s confidentiality respected.
Read the next one. It is free on LinkedIn.
You fund what you recognise. Unrecognised is where I show you what you missed.
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