Ideas & field notes

Experience, examined.
Conviction, shared.

Notes on building companies, solving operational problems and investing with a permanent horizon.

01

Perspective · 20 August 2026

Why permanent capital changes the questions we ask

Long-term ownership makes room for better decisions, stronger products and businesses designed to endure.

02

Investment thesis · 14 August 2026

Operators first: investing from lived experience

The best venture ideas often begin with a problem someone has faced repeatedly and understands deeply.

03

OK4UK ecosystem · 07 August 2026

The advantage of a connected portfolio

Shared technology, knowledge and relationships allow small ventures to move with the confidence of a larger group.