The Allocation Framework I Use When Everything Looks Fundable
Three initiatives, all with positive expected returns, one pool of capital. Most executives spread it evenly and call it diversification. That's not allocation — it's avoidance. I'll show you how to rank by margin of safety, payback period, and reversibility so the capital goes where the math is strongest.
Full Article Coming Soon
This article is being produced through CogentCast — the StackFast content pipeline. The full piece will include deep analysis, frameworks, and actionable takeaways from Sawyer Holt.
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Stress-Test My NumbersMore from Sawyer Holt
Dry Powder Wins: Why the 5th Slot Empty Is Worth More Than the 5th Slot Occupied
Capital preserved is capital available. The most valuable investment decision most executives make isn't what they fund — it's what they don't. Strategic optionality has a return most spreadsheets never model.
If One Unit Doesn't Work, Volume Accelerates the Loss: A Unit Economics Autopsy
Scaling a business with broken unit economics is like running faster in the wrong direction. I've watched companies celebrate revenue growth while their per-unit contribution margin was negative. Here's the five-line model that exposes whether your economics work — or whether growth is just accelerating the bleed.
