Notebook

Working notes

A public notebook. Positions in progress, positions shelved, patterns I'm noticing, and the arguments I have with myself about all three. I update it every week or two — whenever I have something honest to say. Click any entry for the long version.

5/22/2026kamiPayArgentina-Brazil real-time cross-border payments via Pix — pay in Buenos Aires, receive in São Paulo, no FX layer.scheduled Q3 2026The Quiet FundsA bundle of five emerging-manager positions written for LPs who don't have flagship allocations yet. I'll allocate after.draft 6/10/2026WhelixCompact, modular robotic platforms for end-to-end cell culture automation — CMU robotics meets cell biology.scheduled Shelved$11MA position named after my committed capital. I built it, watched it run, and shelved it.draft

Log

Working entries

Apr 17, 2026in progress

Buenos Aires, Late

A bilingual diligence pack for my second-largest deal-flow geography. The hard part isn't the language — it's keeping the structure from sounding like outreach.

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Apr 09, 2026research

The shape of a pass

A second ridge at forty-three days in my pass-distribution. I think it's founders realizing the round won't clear with my support.

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Apr 02, 2026shelved

A position called $11M

I built a position named after my committed capital. Then I realized it was a position about me, not about a company.

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Mar 24, 2026research

Writing the thesis before the thesis exists

I'm writing five positions for a sector that does not have a flagship fund yet. Then I'll introduce the LPs.

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Mar 11, 2026in progress

Patience, deployed

Nine quarterly tranches into a single founder, structured to feel like one continuous commitment instead of nine awkward asks.

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Feb 28, 2026

On being a check, not a relationship

Brickken → Ellipsis share almost no surface area and seventy-one percent of their introducers. That is freeing.

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When a draft turns into a wire, it moves to the Portfolio page.