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Resources

Modelling practice, review checklists, and what actually changes when the work turns around faster.

8 min read

Why the storyline gets approved before the pitchbook is built

Every deck tool automates the formatting half. The expensive half is the argument, and on a pitch it is decided in ten minutes by an MD who never opens PowerPoint.

6 min read

From the operating model to the IC memo

The numbers already exist in the model. What the memo adds is a case. Re-keying the outputs into slides is where the errors get in.

5 min read

Comps tables that compute, not remember

A median an LLM recalled is silently wrong on a client page. Why trading-comp arithmetic belongs in deterministic code and never in a model's head.

7 min read

The credit memo, drafted the same afternoon

Covenant tables, sources and uses that balance, and a downside case, assembled from the filing and the model rather than last deal's template.

6 min read

LP updates when every quarter looks the same

Twenty portfolio companies, one house format, four weeks after close. Where the time actually goes, and which parts are genuinely repeatable.

5 min read

Why output in your house template is the whole bar

A deck that is 90% on-brand costs more to fix than one built from the master. What .potx fidelity means beyond matching the colours.