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.
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Stress-Test My NumbersMore from Sawyer Holt
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.
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.
