Research · Perspectives · Practice

Articles & analysis

SMB investing, search fund, and co-invest playbooks. Fundraising tips and operator tactics for accredited investors and advisors.

New to SMB investing? Start with the guide ↗

Showing 2 posts with tag: fund-evaluation

Search Fund PPM: Read Alongside a Co-Investment Memo

Read a search fund PPM alongside a co-investment memo to distinguish disclosure, assumptions and evidence, and clarify open questions before making a decision.

Sep 15, 2026

SMB LP Reporting: Updates, Tax Documents and Cash

Understand SMB LP reporting by separating updates, valuations, tax documents and cash receipts. Learn what each document answers and what remains unknown.

Sep 15, 2026